Nicholas Phylactou is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Miller is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding a Series 66 designation and with 22 years of industry experience. He worked at Raymond James & Associates from 2004 to 2018 before joining LPL Financial in 2018. Miller also has an interest in a non-investment related entity, JRM Wealth Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Christopher Rankin is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and South State Bank and has prior experience at NBC Securities, Cetera, and FNB Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tracey Beyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2024. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samantha Straub is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Shutowick Wealth. Outside of financial advising, she coaches lacrosse and serves as a program director for a lacrosse organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting program.

Brandon Murray is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management strategies and managing custom investment strategies on a discretionary basis. Brandon has been with Merrill Lynch since 2018, focusing on portfolio management and financial planning. He holds a Bachelor's degree and an MBA from the College of Charleston. Brandon is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he gained experience at Northwestern Mutual and Banker's Life, enhancing his expertise in insurance planning and long-term care solutions. Brandon is a former collegiate and professional baseball player and is involved with the College of Charleston Alumni Association. He enjoys baseball, basketball, billiards, golfing, reading, soccer, swimming, and traveling. He lives with his wife Carly and their two children, Riley and Ryan.

Alexander Greco is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with MassMutual and its affiliated entities since 2023. Outside of his advisory role, he is also engaged as an insurance broker with Greco & O'Neal Wealth Strategies. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management through collaborative, annual planning engagements using firm-approved analytical tools.

Sandy Simon is a financial advisor at Morgan Stanley with 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 17-year tenure at Citigroup Global Markets. He holds a Series 63 designation and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and sophisticated modeling tools, managing approximately $2.74 trillion in client assets.

Virgilio Namnum is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience to his role. He specializes in providing comprehensive wealth management solutions, focusing on domestic, international, and multigenerational families. His professional approach emphasizes thoughtful and determined guidance aimed at long-term financial continuity. Throughout his career, Virgilio has developed expertise in areas such as education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. He leverages the resources of Merrill and Bank of America to offer clients personalized, goal-based strategies tailored to their financial needs. Virgilio holds a Bachelor's Degree from Florida International University and a Master of Business Administration (MBA) from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Outside of his professional commitments, he enjoys traveling with his family, swimming, and attending sporting events such as baseball and basketball games.

Blair Langstroth is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and concurrently owns Neustreet, LLC, a market data and research firm. Langstroth has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Zislin is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley since 2021. Outside of his advisory work, he is involved with First In Line Enterprises, a marine consulting business he has operated since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Diana Lopez is a financial advisor with UBS Financial Services in Pompano Beach, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at HSBC since 2006. Lopez serves on the board of directors for Catholic Charities of the Archdiocese of Miami and participates in the administrative committee for their Head Start/Early Head Start programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a broad range of capabilities including discretionary portfolio management, capital markets services, and integrates institutional trading with wealth management.

John Pescatore is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oppenheimer, J. B. Hanauer & Co., and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Schaum is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc for seven years before joining Cetera in 2023. He is also the managing partner of Schaum Wealth Management, LLC, and serves on the finance committee of the American Association of Care Giving Youth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Daniel Erazo is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2024, he worked at Valic Financial Advisors from 2020 to 2024. He also serves as an operations manager for PATH Financial Partners, an LLC affiliated with OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Orlando Graham is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2015 and 2019, respectively. Outside of his advisory role, he works as a quality checker for JME TECH LLC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Galen Williams is a financial advisor with Primerica Advisors in Lauderhill, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he serves as president of Hiitz Inc, a softball and baseball sports development camp. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Samuel Bartoletta is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach to deliver customized, algorithm-supported retirement income recommendations.

Alisa Harris is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL. She holds a Series 66 designation and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Oppenheimer. Outside of finance, she is involved in a jewelry design and sales business, Kali Creations, which she operates with her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.