Ryan Marshall is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds a Series 63 designation and has two years of industry experience. His prior work includes roles at Wells Fargo Bank, Claim Jumper, Duffy's Sports Grill, and the University Club of Portland. 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 roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Deckman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked for 20 years at Blackrock Investments, Inc. and 21 years at Fam Distributors, Inc. 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 provides both brokerage and advisory solutions.

Harry Sammons is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, Hi-Line Capital Management, Incapital LLC, and Piper Jaffray & Co. Sammons serves as a non-profit board member at St. Thomas Aquinas, where he participates in fundraising efforts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment portfolios developed by LPL’s Research Department and other strategists.

Jeffrey Cosby is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Morgan Stanley Private Bank and Morgan Stanley in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with additional activities including private funds and principal trading.

William Klein is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop retirement plans by utilizing the tools provided by Fidelity to create comprehensive and customized strategies tailored to individual client needs. Mr. Klein brings over 32 years of experience in the financial services industry. Prior to his current role, he served as Regional Director at Integrity Viking Funds from 2019 to 2021, and as Regional Vice President at New York Life Insurance from 1991 to 2019.

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.

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 with Raymond James Financial with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and several other firms. Outside of financial advising, she is involved in coaching lacrosse as a program director for GirlyLax and as a lacrosse coach at Florida Atlantic University. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports a broad advisor network along with specialized municipal and retirement plan consulting services.

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 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. He is also an owner and partner of Neustreet, LLC, a market data and research business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses systematic quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

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.

Daniel Erazo is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, he worked at Valic Financial Advisors for four years. He also serves as an operations manager for PATH Financial Partners, an affiliated investment-related LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Orlando Graham is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and concurrently at Wells Fargo Bank since 2015. Outside of his advisory role, he is involved with JME TECH LLC, performing quality checks on equipment. 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 supported by extensive research and analytics.

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.