Philipp Muller is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Citigroup for seven years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis and is noted for its municipal and public finance capabilities as well as its integrated network of affiliates.

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.

David Sterling is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at First Horizon Advisors, UBS Financial Services, Jewel Pay Inc., and Merrill. 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 financial planning and advisory programs along with retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Chantel Ayoub is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and one year of industry experience. Her background includes roles at MassMutual Life Insurance Company and MML Investors Services, LLC, as well as work outside finance in customer service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple advisory and brokerage platforms.

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2017, he worked with AXA Advisors and New York Life. He is also the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that heavily involves LPL-sponsored programs and endorsed TAMPs.

Sherryl Billings is a financial advisor with Merrill in Weston, FL, holding Series 63 and Series 65 credentials and having 37 years of industry experience. She has worked with Merrill since 1993 and has also been associated with Bank of America, N.A. since 2011. Outside of her advisory role, Billings serves as the primary caregiver in a family business related to a Medicaid waiver program. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 registrations and with two years of industry experience. Prior to joining LPL Financial in 2024, he worked extensively in optometry, founding and operating Marc Tescher, OD PA for 27 years and currently co-owning Rosin Eyecare and The Pickle Docs LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 at Merrill in Miramar, FL, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience with Bank of America and Stanton Optical/My Eyelab. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries, with investment strategies implemented by Managed Account Advisors LLC and constructed by Merrill’s Chief Investment Office.

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 15 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a wide range of investment products and services.

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.

Antoine Rosa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Dzwonkowski is a financial advisor at Osaic with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sagepoint Financial, Pinnacle Investments, and Prudential Insurance. In addition to his advisory role, he is involved in insurance sales through a sole proprietorship and provides investment management services via an LLC. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios combining various asset types, delivered through discretionary or non-discretionary accounts.