Anthony Collica is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior work experience includes roles at Bank of America, Merrill Lynch, and Chase Investment Services Corp. Outside of his primary advisory role, he serves as Executive Director of Wealth Management at Collica Group–Platinum Wealth Solutions, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations, offering a broad range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, and it operates a multi-advisor platform supported by a complex network of affiliates and private-equity ownership.

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 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2002. 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 searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating a range of eligible strategies including ESG considerations.

Leinzs Vincent is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Chase Bank. Vincent is based in Plantation, Florida. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

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 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at David Lerner Associates and JPMorgan Chase Bank, N.A. Outside of advisory activities, he has been involved with Rmg Productions Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager due diligence to deliver written asset allocation advice, manager searches, and customized performance reporting while clients retain final decision-making authority.

Charles Smith is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets, Morgan Stanley, UMB Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Pets America, LLC since 2016. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Luciano Di Claro is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Merrill, UBS Financial Services, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Prece is a financial advisor with OSAIC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at multiple firms, including Northwestern Mutual and B. Riley Wealth Management. Outside of his advisory role, he owns businesses in dry cleaning consulting and a shooting supply company. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

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 with Morgan Stanley in Aventura, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by proprietary tools and modeling techniques.

Antoine Rosa is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Jeffrey Dzwonkowski is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sagepoint Financial, Pinnacle Investments, and Prudential. In addition to his advisory role, he is involved in insurance sales through a sole proprietorship and manages investments at Excelsior Wealth Partners. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Miguel Ortiz is a Financial Advisor associated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to simplify complex financial decisions and develop strategies aimed at pursuing their goals with confidence. His approach involves understanding what matters most to each client to provide personalized guidance, ongoing advice, and proactive solutions tailored to their changing needs. Mr. Ortiz's expertise spans general investing, retirement planning, and saving for unexpected events. His client focus includes areas such as college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He combines the resources of Merrill and Bank of America to coordinate clients' banking, lending, investment, retirement, and wealth transfer strategies. He holds a Bachelor's Degree from Florida International University and has completed accredited certificate programs at Florida International University, The University of Chicago, and the Investments and Wealth Institute. His professional designations include Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Mr. Ortiz is a member of the Investments & Wealth Institute and participates in community activities with organizations such as Camillus House and The Biltmore Village. He is fluent in Spanish, Portuguese, German, and English.

Maria Soria is a financial advisor with Merrill in Aventura, FL, holding Series 65 and Series 63 licenses and having 12 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, she is involved as a co-owner in a family real estate business and holds ownership in a real estate LLC. 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 plans, corporations, and charitable organizations.