Bradley Bond is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. from 2016 to 2018 and has operated Bond Financial Services LLC, a CPA tax return services firm, since 2015. He is also involved in the sales and marketing of fixed annuities and non-variable insurance through his business. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to various investment platforms and third-party money managers.

Chester Wilson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He is based in Fort Lauderdale, FL, and has been affiliated with RBC Capital Markets, LLC since 1983. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through various investment managers and model providers.

Jordan Niefeld is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has been with Raymond James since 2014 and holds a Series 66 designation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and has notable expertise in public finance and municipal advisory services.

Michael Jeannot is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over a decade of experience in the financial services industry, having worked in various roles including Financial Solutions Advisor at Merrill Lynch from 2021 to 2025, Relationship Manager at Bank of America from 2020 to 2021, Wealth Management Advisor at Equitable Advisors from 2016 to 2019, and Banker at Wells Fargo from 2013 to 2015. Michael partners with families and business leaders to design tailored wealth strategies that preserve and grow assets. His expertise includes tax-efficient investing and legacy planning, aiming to ensure that clients' wealth supports their vision for family, business, and community. Outside of his professional work, Michael's personal interests include spending time at the beach, cars, football, golf, and traveling.

Lindsay Cruz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, and has two years of industry experience. Prior to joining J.P. Morgan, Cruz held positions at UBS and worked in manufacturing and research roles earlier in their career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed investment process.

Darrun Mohan is a Financial Consultant who focuses on guiding clients toward their financial goals by developing personalized strategies that align with their individual goals, values, and life stages. His approach emphasizes building trust and fostering long-term relationships through open communication and a thorough understanding of each client's needs. He has experience working with several firms, including Fidelity Brokerage Services LLC as a Planning Consultant from 2021 to 2023, Merrill Lynch, Pierce, Fenner & Smith Incorporated as a Financial Advisor from 2019 to 2021, and AXA Advisors, LLC as a Financial Consultant from 2017 to 2019. Outside of his professional work, Darrun has interests in fitness, football, golf, outdoor adventures, and pets.

Karina Trulla Mualem is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Family Wealth Partner and Commonwealth Financial Network, both from 2018 to 2023, and at The Law Office of Dana Pechersky from 2016 to 2018. Outside of advising, she serves as a notary public. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo’s research and planning tools to deliver tailored recommendations. The firm provides a broad range of planning services covering cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

David Katz is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following three years at Ameriprise Financial Services. Outside of his advisory role, he is also an author and editor. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Leeann Azzara is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and New York Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services.

Daniel Alvarez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner of Meda Holdings, LLC, where he is involved in property renovation and sales. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Casey Prisco is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, Northern Trust, Deutsche Bank, and Cetera Advisor Networks. He was also involved with Prisco Communications, Inc. for over a decade. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations within standalone planning services.

Edward Hickey is a financial advisor with Ameriprise based in Ft Lauderdale, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with Ameriprise and its affiliated firm since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for assets held in Ameriprise Managed Accounts.

Gage Dumas is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Bankers Life and Tbones Great American Eatery. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Adrian Force is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in September 1987 shortly after graduating from Towson University with a Bachelor's Degree in Business. Adrian holds the Personal Investment Advisor (PIA) designation. Adrian focuses on working with individuals in managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes building strong relationships with clients through in-depth conversations about their financial goals and life concerns. Adrian stays current on industry trends, products, and regulations by regularly attending Merrill seminars. Residing in Timonium, Maryland, Adrian lives with his wife, Emily, and their dog. He is involved with the Philemon Ministry, which assists men recently released from prison in reintegrating into society. Adrian's personal interests include cooking, dancing, golfing, music, reading, spending time with family, and traveling.

Richard Thill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Bank United for 13 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Klein is a financial advisor at Morgan Stanley with 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Casey Johnson is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at MetLife Securities, Inc. from 2008 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Johnson owns CSJ Consulting Inc. and serves as president of Graceland Adventures, LLC, which manages hunting lease contracts and related financials. Mass Mutual Investors Services 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 emphasizes collaborative, annual planning engagements using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Richard Weiner is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and having 23 years of industry experience. His prior work includes roles at LPL Financial, CUNA Mutual Group, Wealth Watch Advisors, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across multiple program structures.

Paulo Alfonso is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and delivers advisory services across a broad range of investment products.

Jacob Spiegel is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Mordis Group. He specializes in helping individuals and families with areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and tax minimization. Raised on a farm in Kansas, Jacob brings values of hard work, discipline, and long-term planning to his professional approach. He holds a Bachelor's Degree in Finance and Economics from Kansas State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jacob collaborates with clients and their tax and legal professionals to build comprehensive financial strategies that align with their goals and values, focusing on personalized guidance, estate and legacy planning, and risk management. Outside of his professional responsibilities, Jacob enjoys baseball, basketball, boating, fishing, football, golfing, hunting, music, and spending time with his family. He is dedicated to building long-term relationships based on trust, transparency, and results-driven guidance.