Iryna Vitiuk is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in an online business selling baby products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Jesus Romero is a financial advisor with Merrill in Aventura, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Jennifer Greenblatt is a financial advisor at UBS Financial Services in Fort Lauderdale, FL, holding a Series 66 designation with nine years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to client goals.

John Gaugin Rosenthal is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has professional experience at Cambridge Investment Research Advisors, Cambridge Investment Research Inc, The Seven Funds, and Kawa Capital Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features tailored to advisor and client needs.

Emmanuel Rivera is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at Rivera Family & Associates, Inc. and PFS Investments Inc. Rivera is also involved in businesses affiliated with PFS Investments Inc., including activities related to home security and loan product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale, offering model-driven advisory services supported by third-party asset managers and notable custodial and trade execution partnerships.

Robin Hyres Cecere is a Series 66-credentialed financial advisor with 29 years of industry experience. She has worked at Merrill since 2002. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical advisory offerings.

Ryan Hanna is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, with prior roles at Northwestern Mutual Investment Services LLC, Steven Thagard, and Newport Group Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Annette Burrowes is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Western Southern Life and W&S Brokerage Services. Outside of advising, she serves as president of the Brenetta and Lloyd Burrowes Scholarship Fund, a family-funded initiative supporting students with financial need, and teaches financial literacy to Seventh-day elementary and middle schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services through a large network of independent advisors.

Eliezer Gordon is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions, an outside business activity he has maintained since 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Patrick Carter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He also owns Carston Ventures Inc, through which he provides health insurance to individuals and small businesses. Raymond James Financial Services Advisors serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and recommendations.

Philipp Muller is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Citigroup for seven years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis and is noted for its municipal and public finance capabilities as well as its integrated network of affiliates.

Claudia Jaric is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked for Diageo for 23 years. Outside of her advisory role, she and her husband own undeveloped land in North Carolina with plans for future development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Anthony Collica is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and has held roles at Bank of America and Merrill Lynch since 2010. He also serves as Executive Director of Wealth Management for Collica Group–Platinum Wealth Solutions. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

David Sterling is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at First Horizon Advisors, UBS Financial Services, Jewel Pay Inc., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Chantel Ayoub is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and one year of industry experience. Her background includes roles at MassMutual Life Insurance Company and MML Investors Services, LLC, as well as work outside finance in customer service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple advisory and brokerage platforms.

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2017, he worked with AXA Advisors and New York Life. He is also the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that heavily involves LPL-sponsored programs and endorsed TAMPs.

Sherryl Billings is a financial advisor with Merrill in Weston, FL, holding Series 63 and Series 65 credentials and having 37 years of industry experience. She has worked with Merrill since 1993 and has also been associated with Bank of America, N.A. since 2011. Outside of her advisory role, Billings serves as the primary caregiver in a family business related to a Medicaid waiver program. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Schlien is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank since 2002. 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 performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Leinzs Vincent is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including Wells Fargo Clearing, Merrill, and Bank of America. Vincent has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. 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.

Marc Tescher is a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 registrations and with two years of industry experience. Prior to joining LPL Financial in 2024, he worked extensively in optometry, founding and operating Marc Tescher, OD PA for 27 years and currently co-owning Rosin Eyecare and The Pickle Docs LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.