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., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been associated with multiple firms since 2009 and operates Carston Ventures Inc., a business that provides health insurance to individuals and small businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Philipp Muller is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Raymond James, he worked at Citigroup for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a range of portfolio management styles, firm research, and affiliated sub-advisers.

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.

Chantel Ayoub is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has previously worked at MassMutual and MML Investors Services, as well as in other roles outside the financial industry. In addition to her advisory work, she has experience working in the service industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and offering a range of investment options including mutual funds, ETFs, and alternative investments.

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party managers and proprietary programs to tailor investment solutions, providing a range of products from mutual funds to alternative investments and ERISA fiduciary services.

Sherryl Billings is a financial advisor with Merrill in Weston, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Merrill since 1993 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as the primary caregiver for her daughter in a family-operated Medicaid waiver program. Merrill, along 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.

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 an advisor with LPL Financial based in Hollywood, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his financial advisory role, he had a long career as an optometrist and continues to co-own an optometry practice as well as a separate business, The Pickle Docs LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through various advisory and brokerage services, offering a wide range of investment strategies and operational support tools.

Carlton Francis is a financial advisor with Ameriprise in Plantation, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside his advisory role, he is involved in real estate through ownership and management of EQrious Homes, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team.

Gabriella Suarez is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She has prior work experience with Bank of America and Stanton Optical/My Eyelab. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm employs strategic asset allocation and tax-aware investment options while supporting varied client needs through Bank of America’s custodial and trading infrastructure.

Oscar Pelaez is a financial advisor with J.P. Morgan Securities in Hialeah, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at David Lerner Associates and JPMorgan Chase Bank, N.A., as well as experience in entrepreneurial ventures with Rmg Productions Inc and Arce Management & Services LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a broad range of investment products through its affiliation with the larger J.P. Morgan financial organization.

Charles Smith is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has spent the majority of his career at Wells Fargo entities since 2016. Outside of his advisory work, he has been involved with Pets America, LLC for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Luciano Di Claro is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Equitable Financial Life Insurance Co., AXA Advisors, Great Point Advisors, Plurall Group, and Prudent Investimentos. Based in Miami, FL, he has been with J.P. Morgan Securities since 2023. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Prece is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual and B. Riley Wealth Management. Outside of his advisory role, he owns and consults for a dry cleaning and laundry business. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Renzo Barredo is a financial advisor with Mass Mutual Investors Services, holding a Series 65 license and 15 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, OneAmerica Securities, American United Life, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation options through separate brokerage or insurance arrangements.

Melanie Miranda is a financial advisor at Merrill with Series 63 and 66 licenses and 15 years of industry experience. She has been with Merrill since 2009 and has over three decades of tenure with the firm. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giovanni Jurado is a financial advisor at Morgan Stanley in Aventura, FL, with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Bank, N.A. from 2016 to 2022 and Wells Fargo Clearing in 2022. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.