Marco Rodriguez is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes positions at Bank of America and Wells Fargo. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Bambino is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashton Medina is a financial advisor at LPL Financial in Miami, FL, holding the CFP® and CFA® designations with seven years of industry experience. Before joining LPL Financial in 2024, he worked at Synovus Bank and Synovus Securities, Inc. from 2019 to 2024, and Wells Fargo Bank from 2013 to 2019. Medina is also the owner of Medina Wealth Management Services, LLC, an entity used for tax purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Monica Knudson is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 and has also been with Bank of America, N.A. since 2024. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marlon Sobalvarro is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 65 and Series 66 credentials and five years of industry experience. His prior work includes roles at TD Bank and The Prudential Insurance Company of America. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Jennifer Shanko is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her career includes roles at JLL and Retail Data, alongside a decade with Primerica Financial Services. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating under a tiered wrap-fee structure and utilizing third-party asset managers for portfolio management.

Ralph Lemon Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. Prior to joining LPL Financial in 2025, he spent nearly three decades with The Investment Center, Inc. He has longstanding involvement with the Miami Museum of Science and Associated Finance Planners. In addition to his advisory work, Ralph Lemon Jr. owns a non-variable insurance agency and directs a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research to support diversified investment strategies.

Christopher Stockert is a financial advisor with LPL Financial in South Miami, FL. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Truist Bank, Grove Bank and Trust, and Infinex Investments, Inc. Outside of advising, he is a commissioned public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolio options.

Maria Traina is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she is a licensed real estate agent handling transactions solely for herself and immediate family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Null is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2017 and previously held positions at Park Avenue Securities and Guardian Life Insurance Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Austin Murphy is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Thurston Springer Financial and Harbor Financial Services. Murphy has also spent time at Sun Trust Investment Services and Merrill Lynch. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party providers.

Maria Chiang is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Her background also includes entrepreneurial experience with Puerto Viejo Wines LLC and a period at Florida International University. Merrill, together 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.

John Latella is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as a board member for a nonprofit organization managing residential property operations in Miami. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Manuel De La Maza is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is also involved with National Marketing Group and E4 Insurance Services, both focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

Francisco Rodriguez Ledezma is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors, LLC. He serves as a board member of an agent reinsurance company. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to asset management through various third-party programs and emphasizes tailored client service based on documented goals and risk tolerance.

Rasikaran Boaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of advising, he serves as a director of the South Carillon Beach Condominium Association, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Juan Pardey is a financial advisor at Merrill in Miami, FL, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Bank of America, Whetstone Holdings, and FIU. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Adam Weirich is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2007. Prior to and during his tenure at Equitable Advisors, he was affiliated with Axa Advisors, LLC. Outside of his advisory role, he holds leadership positions in several private client wealth management and insurance-related entities and serves as Vice President on the board of the Equitable Agents Reinsurance Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to clients’ goals, risk tolerance, and time horizon.

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable, he worked at Florida Power and Light and Publix Super Markets and was employed at Belen Jesuit Preparatory School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform. The firm utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

Lester Noisom is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial. He has held roles at Raymond James Financial Services Advisors Inc. since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner and president of Noisom & Steigerwald Wealth Services, a separate business entity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning and uses various analytical tools to tailor strategies aligned with client goals.