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.

Ayub Sicard is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Morgan Stanley, and Brandon Brokerage Group. He is also involved with APALS LLC and Millennium Management Solutions LLC, both non-investment-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a mix of discretionary and non-discretionary strategies supported by advanced operational tools.

Miguel Rodriguez is a financial advisor with OSAIC in Coral Springs, FL, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His career includes roles at LerroSarbey, PLLC, Miguel J Rodriguez CPA PA, and Eq Financial Consultants, Inc. He serves on the boards of several nonprofit organizations in South Florida, including The Christian Community Foundation of South Florida, Inc. and Sheridan House, Inc. OSAIC Wealth, Inc. serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with multiple Cetera entities as well as Summit Financial Group and VSR Financial Services. Outside of her advisory role, she is involved as a wellness advocate for essential oils. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services. The firm operates a multi-manager platform that provides advisors with access to affiliated and third-party managers, supporting various investment strategies and account structures.

Amanda Smithy is a CFP® with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Boca Raton, FL. She has worked at UBS since 2020, with a brief period outside the firm, and holds a Series 66 license. Prior to her advisory career, she was a student at the University of Florida and briefly worked in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daniel Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at FSC Securities Corp, Edward Jones, and Fidelity. He is also an independent non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christian Mc Kenna is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at SP Plus Corporation and Publix Super Markets. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Artur Zaytsev is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Frendee.com, Prison Connect, and Rubard LLC d/b/a CentMobile. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized risk assessment and matching clients with advisory program models and third-party asset managers.

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.

Mark Tasher is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Regine Carisma is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked at PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of her advisory role, she is involved with a Creole food truck business as a server and independent contractor, and she is co-author of a book on creating soul-aligned businesses. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

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.