Caroline Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jose Agosto is a financial advisor with J.P. Morgan Securities in Coral Springs, FL, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Guggenheim is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and three years of industry experience. Prior to his financial advisory role, he spent six years at Procter & Gamble Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

John Hays Duhalde is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank NA. Outside of finance, he has been involved with St. Katharine Drexel Catholic Church. 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 both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party databases.

Diane Irving is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning, utilizing firm‑approved tools and modeling techniques to support its clients’ financial goals.

Ran Regev is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently affiliated with OSAIC and has previously worked at SagePoint Financial and MSI Financial Services, Inc. Outside of his advisory roles, he is co-founder and manager of RSB Life and CEO of Regev Financial Group, both of which involve selling and servicing life insurance and securities products. Osaic Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform featuring brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.

Roger Correa is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Correa is based in Pompano Beach, Florida. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

Henry Boyce IV is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-based asset allocation and various capital markets services.

Alexander Forster is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include positions at Santander Securities, CUNA Brokerage Services, and Allstate Insurance Company. Outside of his advisory work, he is associated with Ananda Properties LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with a range of discretionary and non-discretionary investment strategies and integrates various operational tools alongside a broad set of financial services.

Maria Wolf is a Financial Advisor with Merrill Lynch Wealth Management based in Weston, Florida. She works with individuals, families, and business owners to help them navigate their financial decisions. Her practice emphasizes building relationships founded on trust, communication, and a clear understanding of her clients' unique goals and priorities. As a bilingual professional fluent in English and Spanish, Maria serves clients from diverse backgrounds, aiming to keep them informed and supported throughout their financial journey. Maria's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Maria earned her Bachelor's degree from Nova Southeastern University. Originally from Venezuela, Maria has a perspective that values long-term financial planning and trusted guidance. Outside of her professional work, she enjoys interior decorating, running, soccer, and spending time with her family. She also participates in community initiatives that support causes important to both her and her clients.

W Parker is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jacob Weissman is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. He has held multiple roles within JPMorgan Chase Bank and JPMorgan Securities since 2020, with prior employment at Sterling National Bank and involvement with the University of Michigan’s Barger Leadership Institute. 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. Their advisory process integrates quantitative and qualitative research and incorporates ESG considerations within a framework supported by centralized due diligence.

Joseph Vieira is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Vieira also owns and operates Mediterranean Group Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Daelle Guirand is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bentley University and KPMG. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Mazurkiewicz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors Inc, and Stuart Cranes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Jeffery Besselievre is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he spent nine years at Bank of America Private Bank. He holds the Series 66 designation and is based in Fort Lauderdale, FL. Outside of his advisory role, he has ownership interests in multiple investment-related LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Christopher Bernal is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has worked since 2008. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, in addition to being a Personal Investment Advisor (PIA). Christopher earned his Bachelor's degree in Political Science and Psychology from the University of Houston Honors College. Drawing upon his certifications and extensive experience, Christopher works closely with clients to develop tailored wealth management strategies spanning multiple disciplines. His approach involves gaining a thorough understanding of each client's unique circumstances, including personal history, family dynamics, motivations, and goals. He applies his expertise in investment management, cash management, retirement strategy, trust and estate planning, and banking services through Bank of America to design customized financial plans. Christopher collaborates with clients' other professional advisors to consider the potential impact of current tax regulations on their financial situations. Christopher resides in Hollywood, Florida with his wife and children. Outside of his professional practice, he enjoys spending time with his family, camping, fishing, cooking, golfing, and playing tennis.

Helena Borges Fortes is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Morgan Stanley from 2015 to 2019. Fortes has been with Raymond James & Associates since 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Steven Schiavo is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Prudential Insurance Company of America since 1982, including nearly four decades with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services such as trust custody and insurance product sales.

Stephen Estler is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, having been with MML Investors Services since 1982 and associated with MassMutual Life Insurance Company since 1980. Outside of his advisory role, he serves as treasurer for the Christian Business Mens Connection, a religious peer group and mentoring organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.