Donald Clark is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following six years at JPMorgan Chase bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Dunn is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining RBC in 2018. Dunn serves on the boards of several nonprofit organizations, including Andean Health and Development, Jesuit Retreat House, and the Elmbrook Rotary Club and Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies through various advisory programs and combines in-house and third-party managers to implement portfolios aligned with clients’ risk profiles.

Brad Bersh is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security claiming options.

Benjamin Rivas Arenas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Truist Bank, and CarMax among others. There are no notable outside activities reported in his profile. 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 plans, corporations, and charitable organizations.

Corbyn Hightower is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

William Ames is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Haymac Investments LLC for eight years before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Pedro Harth Silva is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at various Raymond James entities since 2011 and was previously associated with Provenance Wealth Advisors. He is also the CEO of Harth-Silva & Associates, LLC, a support company used for tax reporting and fee collection purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Todd Tyrie is a financial advisor with Edward Jones in Marco Island, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a passive owner of a horse breeding farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Martin Rodin Sierra is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he worked at Bank of America, N.A., and has a background that includes roles in education and service industries. Outside of his advisory work, he is employed part-time as a delivery driver for a transportation company. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Omar Alcazar is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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 plans, corporations, and charitable organizations.

Andri Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Gonzalez worked for Bank of America and Merrill from 2014 to 2021. Outside of advisory work, Gonzalez owns a rental property in Homestead, Florida. Wells Fargo Advisors is a national securities firm that provides 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 research from Wells Fargo Investment Institute and third-party data.

Patrick Surdy is a financial advisor with Edward Jones in Marco Island, Florida, holding CFP® and Series 66 credentials and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as Trustee and Vice President of the Siegfried Family Foundation and co-owns a boat with his brother through Riverstone Acres, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and services supported by a large national network of financial advisors and branch offices.

Robert Woolf is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2014 to 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Craig Couture is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked at various firms including Avantax and Aksala Wealth Advisors and operates his own tax preparation and accounting business. Couture also serves as a fiduciary trustee managing investment activities and tax-related responsibilities for multiple beneficiaries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and model portfolios within a multi-manager platform.

Patrick Mc Namara is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of finance, he is a passive investor owner of a liquor license associated with a restaurant/bar/nightclub in Cedar Grove, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Vance Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Thomas Bishop is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Clearing in 2024. Outside of his advisory role, he serves on the board of directors for the Kinnelon Ice Hockey Club, where he also coaches and organizes a summer camp. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keith Embree is a CFP® with 10 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Mercer Global Advisors Inc. and Family Wealth Planning Group. Outside of his advisory work, he owns a single-family rental property in Tampa, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Kennedy Sherles is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at both Morgan Stanley and JPMorgan Chase Bank prior to his current role. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Paul Kassolis is a financial advisor with Wells Fargo Clearing based in Naples, FL. He holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank N.A., where he has worked for over two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.