Donald White is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of financial products.

Stephen Williams is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2018 and also holds a part-time cashier and customer service position at Publix Super Markets. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alec William is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, Alec is involved in music production, creating and releasing music on streaming platforms. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a comprehensive approach combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Michael Carter is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Equitable and Equitable Advisors since 2022. Prior to his current role, he was involved in roles at Global Golf Sales and TradeStation Securities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, utilizing client referrals and multiple external program sponsors to implement investment strategies.

Veronica Williams is a Series 66 licensed financial advisor with Raymond James Financial, based in Cutler Bay, FL. She has six years of industry experience, including five years at Morgan Stanley Smith Barney LLC. Outside of financial advising, she works as a real estate agent in Homestead, FL. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary services using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Mays is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 33 years of experience in the industry. He is involved in several business ventures, including Coming Up Clutch LLC, which operates The Miles Academy, a free educational platform focused on teaching the public how to use credit card points and miles, as well as other general financial literacy initiatives. 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, institutions, and charitable organizations. The firm employs tailored non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs alongside institutional consulting and portfolio management.

Jorge Nickiford is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Eric Sorensen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on helping individuals and families achieve their most important financial goals. He began his career with Merrill in 2011 and became a Financial Advisor in 2014, bringing experience from various roles within the firm to his advisory practice. Eric emphasizes hard work, integrity, and long-term vision in his approach, developing personalized financial strategies tailored to each client's unique circumstances and preferences. His expertise includes areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He holds both a Master's Degree in International Business and a Bachelor's Degree in Finance from the University of Florida. In addition to his professional work, Eric serves on the Board of Directors for the Florida Keys Gator Club. His personal interests include scuba diving, sailing, traveling, and spending time with his wife Allison and daughter Lillian.

Cinthya Brodzikowski is a financial advisor at Ameriprise in Miami, FL, holding a Series 66 designation with 11 years of industry experience. Her career includes over a decade at Ameriprise Financial Services, Inc., with additional experience at Charles Schwab. She is involved in managing business operations through ownership roles in multiple entities related to her advisory practice. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver personalized, non-discretionary retirement income recommendations.

David Smith is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cetera Wealth Services, LLC and has held roles at Cirton Bermuda Trust and Avantax Advisory Services. In addition to his advisory work, he owns a tax preparation and accounting business and serves as a real estate sales associate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing clients with diverse investment options and program structures.

Brian Scott is a Financial Advisor at Merrill Lynch Wealth Management in Miami, FL. He works with individuals and families to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His client focus areas include liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. Brian provides ongoing advice and guidance, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions as needed. Brian holds a Bachelor's Degree from Florida International University and holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He conducts his practice in both English and Spanish. Brian emphasizes a relationship-driven approach that prioritizes listening and placing clients' priorities at the center of every decision to help them gain clarity and confidence in their financial futures. Outside of his professional work, Brian's personal interests include basketball, fishing, football, spending time with his family, and traveling. He is affiliated with Merrill Lynch Wealth Management.

Stalin Miki is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has seven years of industry experience and prior roles including positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. Outside of his advisory work, he is also involved in selling Medicare Advantage health plans with Humana. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jesus Navedo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA, and currently maintains roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he manages marketing for M.I.A. by Massiel, a company providing makeup services for brides. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and integrates institutional advisory operations with brokerage and investment management capabilities.

Alejandro Tamayo is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021. His prior experience includes roles at Bank of America and Merrill from 2014 to 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and supports multiple program structures and custodial relationships.

Juan Porro Jr. is a financial advisor at LPL Financial in Miami, FL, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations, offering diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Carlos Gonzalez is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2016. Gonzalez also serves as an independent contractor and officer for CAG Capital Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, as well as specialized municipal and public finance advisory services.

Christopher Brady is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. Brady is president of Brady Financial, Inc., a business offering a range of insurance and investment products. He is also active in his community as a Eucharistic Minister and volunteer trainer for a church-based running group, and serves on the finance committee of Our Lady of Guadalupe Catholic Church in Doral, FL. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and use of third-party managers and tools.

Brian Saba is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Rozza Company, and within an ecommerce business. J.P. Morgan Securities 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.

Christian Rodriguez is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Mackenzie Ortega is a financial advisor with LPL Enterprise in Miami, FL, holding the Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Ortega has worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Todd Abrams, Financial Planner. Outside of advisory work, Ortega is also involved in Medicare sales as a licensed insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products delivered via an integrated platform that includes discretionary and non-discretionary investment advice.