Nestor Miranda is a Series 66-licensed advisor with J.P. Morgan Securities who has 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research methods.

Alan Palazzo is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Brian Sirota is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and Sagepoint Financial, among other firms. Outside of his advisory role, he owns and operates BES Financial, which offers insurance products and investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advisor tools and a broad non-advisory financial services platform.

Scott Doyno is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at the Palm Beach County School District and worked in the plumbing and air conditioning industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Dwight Campbell is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Raymond James Financial Services since 2000 and Raymond James Financial since 2009. In addition to his advisory role, he is president of Campbell Financial Holding Inc. and MCM Advisors Corp., managing and operating the Raymond James Financial Services branch. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ralph Munroe is a financial advisor with LPL Financial in Coconut Creek, FL, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, BB&T Investment Services, and Wells Fargo Clearing. Munroe operates Munroe Wealth Management LLC as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research tools and a broad range of financial products.

Christopher Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 designations. He has 16 years of industry experience, including prior roles at METLIFE Securities Inc and Edward Jones. Outside his advisory work, Price is the founder and president of Invest In Knowledge, a nonprofit providing educational workshops focused on financial literacy for underserved individuals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative planning using firm-approved analytical tools.

Thera Elliott is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade. She is also president of Elliott Wealth Strategies LLC, a support company related to her business activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, pension, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a wide network of advisors through various advisory and consulting programs.

Christian Conelly is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and Newbridge Securities Corporation. His career also includes a period at Holistic Pet Cuisine, reflecting a diverse employment background. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients through investment advisory services, 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.

Hallie Brenis is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Vickie Bartholomew is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Amara Camy is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at Penske Truck Leasing, Northwestern Mutual, and California Coast Credit Union. Outside of her financial advisory role, she serves as an assistant volleyball coach at Starlings. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and platforms, with advice delivered by investment adviser representatives who implement various portfolio strategies.

Keith Aebischer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and planning tools, with investment guidance supported by the Global Investment Committee’s analyses and modeling techniques.

Stephane Alcius is a financial advisor at Fidelity with Series 66 and Series 63 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Robinhood Financial, WSNE Inc, and Wells Fargo Clearing LLC. He is based in Boca Raton, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated and unaffiliated sub-advisers.

Joseph Eppy is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has been with MML Investors Services since 1994 and with Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he is the founder and CEO of Stress-Free Parenting LLC and serves as a board member for Oakstone Academy, a special needs school for children with autism. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and provides educational seminars alongside various investment programs.

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 65 and Series 63 licenses and with 19 years of industry experience. His prior roles include positions at Kestra Advisory, LPL Financial, and Clearlight Capital. He is also the CEO of Peak Strategies LLC, a consulting firm, and part owner of an entertainment public relations company for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with specialized municipal and public finance capabilities.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. In his current role since 2006, he works closely with clients to help them plan for and achieve their financial goals. Prior to this, he served as a Financial Consultant from 2002 to 2006 and as a Financial Representative from 2000 to 2002. Over his tenure at Fidelity Investments, Mr. Marquez has developed professional relationships with many clients and families, supporting them through personalized financial planning. His work leverages Fidelity's brand, technology, and cost-efficient investment options to provide tailored financial guidance.

Darren Stance is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Mass Mutual in 2025. In addition to his advisory role, he is an insurance broker involved in outside insurance sales through Sentinel Solutions, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering event-driven and specialized planning programs alongside standard investment advisory services.

James Feit is a financial advisor at Raymond James & Associates with 48 years of industry experience. He has been with Raymond James & Associates since 1999. Feit holds the Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.