Alex Tuttle is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial, Mass Mutual Investors Services, and Richard D Daugelli and Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with an emphasis on a non-discretionary program where clients retain final decision-making authority.

Julio Blanco is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at MetLife Securities, Inc. for nine years before joining Massachusetts Mutual Life Insurance Company and its subsidiary MassMutual Investors Services. Outside of his advisory role, Blanco is active as an agent in life settlements and viaticals and serves as vice president of a family business without compensation. 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 a range of programs, including educational seminars and specialized planning services such as divorce and estate settlement planning.

Mark Sutain Jr. Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Summit Financial Group, and a McDonald's franchise business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients as well as through corporate agreements.

Valerie Ramo is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and concurrently at City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Roberto Cortes Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at SoFi Securities LLC, SoFi Wealth LLC, and Citigroup. He also served in the U.S. Navy from 2010 to 2023. Wells Fargo Advisors is a national securities firm providing 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.

Gustavo Ventura is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Ft Lauderdale, FL, having joined the firm in 2025. Prior to this, he worked at Bank of America Merrill Lynch for eight years and PNC Financial Services for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nichole Osborne is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, following five years at Oppenheimer. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miguel Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at OSAIC since 2004 and has held roles at Eq Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States since 1999. Outside of his advisory work, he serves on the boards of several nonprofits, including The Christian Community Foundation of South Florida, Sheridan House, Inc., and Sheridan Family House Ministries, Inc., and is a managing partner at Rodriguez/Kinzbrunner Certified Public Accountants, LLP. OSAIC Wealth serves a diverse client base consisting of retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools alongside discretionary and third-party manager strategies.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. Her prior work includes roles at UBS Financial Services, Summit Financial Group, and multiple Cetera-affiliated firms. Outside of finance, she is involved as a wellness advocate for DoTerra essential oils. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Alfred Marsicano is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He is also president and independent contractor of AFM Wealth Management LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains distinct municipal advisory capabilities.

Kenny Davin is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals focused on building and maintaining strong client relationships. He works closely with clients and their families to manage their overall wealth and support them in making informed financial decisions to handle life events. Kenny has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2010, including Vice President and Wealth Planner, Financial Consultant, and Investor Center Investments Representative. Prior to joining Fidelity, he worked as a Financial Representative at Dade County Federal Credit Union from 2007 to 2010. Outside of his professional responsibilities, Kenny is involved in family activities and volunteering.

Mark Tasher is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Regine Carisma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of finance, she is a co-author of a business guide and works part-time as a server and independent contractor for a Creole food truck. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports clients with discretionary portfolio management and trade execution services.

David Gross is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment committee analyses.

Bradley Mann is a CFP®-designated financial advisor with LPL Financial in Boca Raton, FL, and has 41 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, Mann is involved in tax preparation and accounting services through his activities as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing various portfolio models and third-party subadvisors.

Allen Weidman II is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Hartman is a financial advisor with Merrill in Boca Raton, Florida, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Merrill since 2007 and has also been associated with Bank of America, N.A. since 2009. Outside of his advisory work, he is an officer of Annapolis Yacht Charters LLC, a recreational yacht charter business, and serves as a director of a private charitable foundation he established. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm leverages a broad array of program strategies and integrates closely with Bank of America affiliates to support comprehensive investment and capital markets activities.

Joseph Cianciotto is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked for Oppenheimer for seven years. Outside of finance, he has experience working in the restaurant industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Scott Commander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent 12 years at Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Nevin is a Vice President and Financial Consultant at Fidelity Investments, where he has been contributing since 2015. Over the years, he has progressed through various roles within the company, including Financial Representative - Full Trader, Financial Representative II, Investment Consultant, and Financial Consultant before assuming his current position in 2022. As a Certified Financial Planner, James focuses on partnering with clients to create comprehensive financial plans tailored to their individual goals. His professional approach involves defining client objectives and developing actionable strategies to achieve them. Outside of his professional life, James enjoys activities such as beach outings, boating, fishing, football, and golf.