Gabriel Bustamante is a CFP® professional with 19 years of industry experience, currently advising at LPL Financial since 2026. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as Metlife Securities and Metropolitan Life Insurance Company. He also holds an outside insurance sales position focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Jared Strasser is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Deckman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked for 20 years at Blackrock Investments, Inc. and 21 years at Fam Distributors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Harry Sammons is a financial advisor with LPL Enterprise in Coral Springs, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Piper Jaffray & Co. Sammons serves as a non-profit board member at St. Thomas Aquinas, where he helps coordinate fundraising efforts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Jeffrey Cosby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Morgan Stanley. He is based in Coral Springs, FL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.

Edward Montagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and more than 33 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sorrento Pacific Financial, LLC for 11 years and OceanFirst Bank for four years. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

William Klein is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop retirement plans by utilizing the tools provided by Fidelity to create comprehensive and customized strategies tailored to individual client needs. Mr. Klein brings over 32 years of experience in the financial services industry. Prior to his current role, he served as Regional Director at Integrity Viking Funds from 2019 to 2021, and as Regional Vice President at New York Life Insurance from 1991 to 2019.

Nicholas Phylactou is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Rankin is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial in Delray Beach, FL. His prior work includes roles at South State Bank and NBC Securities Inc., each spanning six years. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with a range of discretionary and non-discretionary management options.

Tracey Beyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samantha Straub is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously with Morgan Stanley, Shutowick Wealth, and several other financial firms. Outside of advising, she coaches lacrosse and serves as a program director for GirlyLax, as well as a lacrosse coach at Florida Atlantic University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Brandon Murray is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management strategies and managing custom investment strategies on a discretionary basis. Brandon has been with Merrill Lynch since 2018, focusing on portfolio management and financial planning. He holds a Bachelor's degree and an MBA from the College of Charleston. Brandon is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he gained experience at Northwestern Mutual and Banker's Life, enhancing his expertise in insurance planning and long-term care solutions. Brandon is a former collegiate and professional baseball player and is involved with the College of Charleston Alumni Association. He enjoys baseball, basketball, billiards, golfing, reading, soccer, swimming, and traveling. He lives with his wife Carly and their two children, Riley and Ryan.

Alexander Greco is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with MassMutual and its affiliated entities since 2023. Outside of his advisory role, he is also engaged as an insurance broker with Greco & O'Neal Wealth Strategies. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management through collaborative, annual planning engagements using firm-approved analytical tools.

Sandy Simon is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 63 designation with 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with a prior tenure at Citigroup Global Markets beginning in 1992. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning through structured discovery conversations and firm-approved tools, serving a broad range of retail and institutional investors.

Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Zislin is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley since 2021. Outside of his advisory work, he is involved with First In Line Enterprises, a marine consulting business he has operated since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Diana Lopez is a financial advisor with UBS Financial Services in Pompano Beach, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at HSBC since 2006. Lopez serves on the board of directors for Catholic Charities of the Archdiocese of Miami and participates in the administrative committee for their Head Start/Early Head Start programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a broad range of capabilities including discretionary portfolio management, capital markets services, and integrates institutional trading with wealth management.

John Pescatore is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 19 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing managed accounts and incorporating algorithmic tools overseen by a retirement income consulting team.

David Schaum is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc for seven years before joining Cetera in 2023. He is also the managing partner of Schaum Wealth Management, LLC, and serves on the finance committee of the American Association of Care Giving Youth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Daniel Erazo is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2024, he worked at Valic Financial Advisors from 2020 to 2024. He also serves as an operations manager for PATH Financial Partners, an LLC affiliated with OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.