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 at LPL Financial with 41 years of industry experience and holds the Series 63 designation. He has worked extensively with firms including The Investment Center, Inc., Associated Finance Planners, and A.L. Williams. Outside of advising, he owns a non-variable insurance agency and directs a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including model portfolios and institutional platforms.

Christopher Stockert is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Infinex Investments, Grove Bank and Trust, Truist Bank, and Edward Jones. He is also a licensed public notary in Miami, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and leveraging advanced tools for operational support.

Maria Traina is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she operates a sole proprietorship as a real estate agent for transactions involving herself and her 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 with LPL Financial in Hialeah, FL, holding the Series 66 designation and with eight years of industry experience. His work history includes roles at Thurston Springer Financial, Harbor Financial Services, Level Four Advisory Services, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and employs a variety of strategies supported by technology tools, servicing over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a board member for Cosmopolitan Residences on South Beach, a nonprofit property management board in Miami. LPL Enterprise provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment approaches and offers access to third-party asset managers and comprehensive financial planning services.

Manuel De La Maza is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Prior to joining LPL Financial in 2021, he held several investment-related roles, including involvement with insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a broad array of advisory and brokerage services, utilizing a variety of investment strategies and operational tools.

Francisco Rodriguez Ledezma is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. He serves as a board member of Agent Reinsurance Company since 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Luca Pretini is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he worked at O'Reilly Auto Parts and completed his education at the University of Central Florida. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Rasikaran Boaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as a director of the South Carillon Beach Condominium Association in Miami Beach. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

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 CFP® and CFA® with 28 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Signator Investors, Inc. He serves as Vice President of the Gifford Place Condominium Association and is involved as a managing partner and principal in several private client groups and consulting ventures. Additionally, he holds a board position with the Equitable Agents Reinsurance Company and participates in life settlement transactions through an approved broker. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and uses third-party asset managers and advisory programs to implement diversified investment solutions.

Henry Hunter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, and Citigroup. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and analytical tools to support client goals through various advisory programs.

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Florida Power and Light and Publix Super Markets, and spent seven years at Belen Jesuit Preparatory School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party managed programs and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Lester Noisom is a CFP® with 30 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Wells Fargo Clearing and Raymond James & Associates. He is also the owner and president of Noisom & Steigerwald Wealth Services, a support company based in Miami, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Barry Brosius is a financial advisor with Ameriprise in Miami, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business that handles shared office expenses for himself and other Ameriprise advisors. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Juan Carlos Espinal is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Alfonso Jimenez is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2001 and joined Merrill Lynch in 2011. Alfonso holds FINRA Series 7 and 66 registrations as well as the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor, enabling him to recommend individual or combined investment strategies from Merrill or approved third-party managers. Alfonso’s approach to wealth management focuses on understanding each client’s family, financial situation, and priorities to create customized plans that adapt as needs and market conditions evolve. His client focus areas include education planning, family wealth management strategies, managing new wealth, and retirement income. Before his career in financial advising, Alfonso worked in residential mortgage financing. He earned a Bachelor's degree from Florida State University. Committed to community involvement, Alfonso serves on the Finance Committee at St. Hugh Catholic Church and School, participates in Habitat for Humanity, and engages in local parish ministries. Originally from Florida, he resides in Coral Gables with his wife and two sons.