Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Nick Kaloyios is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Bank of America, Merrill, and Securities America Advisors. His background also includes roles in the hospitality industry, such as with Margaritaville Hotels and Hilton Worldwide. 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 sources.

Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. 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 offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at JPMorgan Securities, LLC from 2016 to 2019 before joining LPL Financial in 2019. 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 variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Leon Rehak is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He worked at Raymond James & Associates for 12 years before joining LPL Financial in 2016. Outside of his advisory role, he is involved with Gordon Marketing, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tonya Henry is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Morgan Stanley, Equitable Financial Life Insurance Co., and American Express. Outside of finance, she has been involved with Love Intox, LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Patrick Whelan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Investment Advisors Asset Management, LLC, Investment Advisors Financial Group, LLC, OSAIC, Thomas Seely Agency, Inc., and Benefit Plan Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Eric Dion is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various entities by offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and implements portfolios using a mix of in-house and third-party managers, with options for tax management and responsible investing.

Roberta Zuckerman is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Citibank Private Client Group for 12 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Tekel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. 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 in its investment recommendations.

Thomas Branchini is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 44 years of industry experience. He has worked with Prudential Insurance Company of America for more than five decades and was also affiliated with Pruco Securities, LLC. since 1973. Based in Boca Raton, FL, Branchini joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products through its integrated platform.

Adam Rudikoff is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC since 2016. He has held positions within Ameriprise for his entire advisory career. Outside of his advisory role, he teaches an "Intro to Finance & Accounting" course at American Heritage School, a private K-12 institution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning. The firm’s approach integrates proprietary investment research and third-party data, with recommendations focused on income sources, withdrawal strategies, and Social Security options.

Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

Luis Miret is a financial advisor at OSAIC with 27 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp, Inc. Outside of his advisory role, he is the president and sole owner of Miret Securities & Planning Group Inc., a business providing corporate and personal tax return preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party managed account platforms.

William Cappeller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1986 as a Certified Public Accountant with a regional public accounting firm before joining Merrill Lynch in 1996. In his role, he provides traditional advice and guidance and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. As a qualified Portfolio Manager, he designs and manages customized investment portfolios that incorporate both tactical and strategic strategies, focusing on generating an appropriate rate of return within a framework of capital preservation and risk management. William holds a Bachelor of Science degree in Accounting from The Florida State University, awarded in 1986. He has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations from The College for Financial Planning Institutes Corp. He has also been involved with philanthropic organizations in the Boca Raton area, including the Rotary Club Downtown Boca Raton and the Boys and Girls Club, where he served as Chairman of the Board for three years. William lives in Boca Raton, Florida with his wife Diane and their three children.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Outside of advisory work, he owns and manages several private business interests including a private wealth management firm and merchant partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Joshua Calisti is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Securian Financial Services. He is based in Boca Raton, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Russo is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Magic Leap and Genisis Global Workforce Solutions, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Ricardo Alvarado is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Based in Boca Raton, FL, he operates within a large institution known for its extensive managed account services. 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 offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.