Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at JPMorgan Securities, Ameriprise, and Wells Fargo Clearing. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Patrick Whelan is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 66 credentials and totaling 26 years of industry experience. His prior roles include long tenures at Investment Advisors Financial Group, LLC and Investment Advisors Asset Management, LLC, as well as ongoing involvement with Thomas Seely Agency, Inc. and Benefit Plan Consultants. 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 a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Eric Dion is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside cash management and alternative investment options.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Roberta Zuckerman is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank Private Client Group for 12 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model allocations and incorporates an ESG eligibility framework.

Eric Wagner is a financial advisor with OSAIC in Boynton Beach, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Wagner is also a financial advisor operating a sole proprietorship and has experience as an insurance broker focusing on non-variable insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

Adam Tekel 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 several firms, including Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. He is based in Boca Raton, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates offering implementation and portfolio services.

Thomas Branchini is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds a Series 66 designation and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over a 51-year span before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

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 with OSAIC, holding a Series 63 designation and 27 years of industry experience. His prior roles include long-term positions at Investacorp, Inc. and Securities America Advisors, Inc. Outside of advising, Miret is president and sole owner of Miret Securities & Planning Group Inc., a company providing corporate and personal tax return and accounting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a broad range of managed account programs.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. outside of his advisory role, he owns and operates Hed Private Wealth Management, focusing on investment management and retirement planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Joshua Calisti is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team.

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.

Christopher Mangiapane is a financial advisor with Charles Schwab in Coral Springs, FL, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior roles include positions at Parkland Advisory, Alhambra Investment Management LLC, and Parkland Wealth Management, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Stanley Smith Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Outside of advisory work, he is involved in managing a personal trust that provides mortgage and refinancing bridge loans. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms delivered through a large national network of advisors.

Brian Campbell is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Zeus Financial and Atlas Financial. His background also includes roles outside the financial industry, such as teaching positions at Benedictine University and Pompano Beach High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment strategies, serving clients through both direct and corporate financial planning agreements.

David Conrad is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1996, he has served in various leadership roles including Market Executive positions for the North Metro Detroit Market, the Chicago North Market, and the Boca Tropics Market. He has over 30 years of experience in the financial services and wealth management industry. David uses a holistic goals-based planning approach to provide customized wealth management strategies and investment advice. His expertise encompasses corporate executive services, family wealth management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). David earned a Bachelor's degree in Business Administration with a major in Marketing from Western Illinois University and a Master's degree in Business Administration from Loyola University Chicago. He serves on the Board of Directors of Student Aces, a Palm Beach County organization focused on character and leadership development for high school student athletes. David lives in Delray Beach, Florida with his wife Jen and their three children. His personal interests include cooking, football, golfing, spending time with family, and traveling.