Kyle Stewart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Stewart serves as Investment Committee Chair for the George Snow Scholarship Fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jerry Willenborg is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1997. Outside of his advisory role, he is involved in managing multiple rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by extensive research, diverse portfolio management styles, and specialized municipal advisory solutions.

Caroline Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jose Agosto is a Series 66-registered financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Watkins is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley in various roles from 2011 to 2020. He also owns a tax consulting business, Andrew M Watkins CPA, providing tax preparation services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors.

Spencer Brief is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and has less than one year of industry experience. His prior work history includes roles at firms such as WorkPath Partners, Tech USA, and Ameriprise Financial Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jeffrey Guggenheim is a financial advisor at Morgan Stanley with two years of industry experience. Before joining Morgan Stanley, he worked six years at Procter & Gamble Co. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its financial planning process.

Laurence Rogers is a CFP® professional with over 54 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the investment committee of the Temple of Israel of Natick and participates in the dock committee for the Seashell Lane Association in Falmouth, MA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Hays Duhalde is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank NA. Outside of finance, he has been involved with St. Katharine Drexel Catholic Church. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party databases.

Diane Irving is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning, utilizing firm‑approved tools and modeling techniques to support its clients’ financial goals.

Ran Regev is a CFP® professional with 18 years of industry experience, currently affiliated with OSAIC since 2023. He has worked at SagePoint Financial since 2015 and is involved in multiple entrepreneurial ventures related to life insurance and financial services, including co-founding RSB Life and serving as CEO of Regev Financial Group. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and supports various managed account solutions, operating through a complex structure that includes multiple mergers and private-equity ownership.

Roger Correa is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Based in Pompano Beach, FL, he joined OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Piliero is a CFP® practicing with Wells Fargo Clearing in Boca Raton, FL, with eight years of industry experience. His work history includes roles at Wells Fargo Bank and SunTrust Advisory Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alexander Forster is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. His prior work includes roles at Santander Securities, Santander Bank, CUNA Brokerage Services, and Allstate Insurance Company. Outside of advising, he is associated with Ananda Properties LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and research from multiple sources.

Maria Wolf is a Financial Advisor with Merrill Lynch Wealth Management based in Weston, Florida. She works with individuals, families, and business owners to help them navigate their financial decisions. Her practice emphasizes building relationships founded on trust, communication, and a clear understanding of her clients' unique goals and priorities. As a bilingual professional fluent in English and Spanish, Maria serves clients from diverse backgrounds, aiming to keep them informed and supported throughout their financial journey. Maria's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Maria earned her Bachelor's degree from Nova Southeastern University. Originally from Venezuela, Maria has a perspective that values long-term financial planning and trusted guidance. Outside of her professional work, she enjoys interior decorating, running, soccer, and spending time with her family. She also participates in community initiatives that support causes important to both her and her clients.

W Parker is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jacob Weissman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously was associated with Sterling National Bank and the University of Michigan's Barger Leadership Institute. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Joseph Vieira is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Vieira also owns and operates Mediterranean Group Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Daelle Guirand is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Lauderdale, FL. Guirand has recently begun their career in the industry and has experience at Merrill as well as educational roles at Bentley University and the University of Manchester. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Albert Mazurkiewicz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors Inc, and Stuart Cranes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.