Peter Goodridge is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Goodridge is also the owner of Goodridge Capital Advisors, LLC, an investment management firm. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm combines advisory services with various financial products and referral channels to deliver tailored client solutions.

Joseph Icon is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee and executor for multiple trusts and friends’ estates. 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 offers both brokerage and advisory solutions and utilizes research and analytics that emphasize diversification and modern portfolio theory.

Matthew Serbos Jr. is a financial advisor with Equitable Advisors in Boca Raton, FL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he was involved with several companies including DataScore and Serbos Marketing Partners, LLC. Equitable Advisors serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Tessa McLeod is an Investment Consultant at Fidelity Investments, a role she has held since 2023. In her current position, she partners with clients to develop personalized financial plans tailored to their specific needs. Tessa works closely with clients to define their goals and assist them in creating actionable plans for their financial futures, including retirement. Her approach centers on collaboration and customization, ensuring that each plan aligns with the individual objectives of her clients. Outside of her professional work, Tessa has interests in movies, puzzles, reading, running, and traveling.

Rebecca Niccols is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2016. Her prior experience includes roles at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines institutional resources with diverse investment and planning capabilities.

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Marc Pines is a financial advisor at Stifel with 44 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decisions.

Nicholas Dull is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Valic Financial Advisors from 1999 to 2007. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory programs.

A Kondrup is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Karl Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the CFP® and Series 66 designations and has worked at notable firms including Fidelity, Morgan Stanley, and multiple J.P. Morgan entities. He also served three years with Gold Coast Professional Schools, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, relying on a non-discretionary program where clients retain final decision-making authority.

Merle Zislin is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

James Ambrose Jr. is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Ambrose is an instructor at the Ft. Lauderdale Adult Center and is involved with Christian Media Group, which provides professional media production and technology consulting services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Ivan Usztics is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. His prior career includes roles at Cambridge Investment Research, VOYA Financial Advisors, Merrill, and Citigroup Global Markets. Outside of advising, he serves as president of the Safari Club International West Palm Beach chapter, owns a company that guides fishing and hunting trips, is president of a nonprofit raising funds for scholarships, and works as a firefighter for Palm Beach County Fire Rescue. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining scale across advisory and non-advisory activities with oversight of over $819 billion in discretionary assets.

Marc Sigel is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Sagepoint Financial, MSI Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Sigel is managing partner of Strategic Resource Group, LLC, where he focuses on fixed business insurance products, and also holds agent positions with Doctors Benefits and Physician Resource Group, marketing insurance products primarily to physicians. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and retirement plan consulting.

Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. 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 clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Gary Wayne is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 21 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Chelsea Zinser is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has previously worked at Glades Wealth Partners and FMSbonds, Inc. prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include broad written recommendations on retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements.

Jennifer Zislin is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2017. Prior to her finance career, she held positions at Carrabba's Italian Grill and Victory Casino Cruises. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Rocco DePalma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of investment experience to his role, focusing on developing and implementing customized portfolios that align client risk tolerance with appropriate asset allocation. In addition, Rocco oversees investment managers to help ensure clients achieve the stated goals of managed strategies. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, employee financial health, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. Rocco holds a Bachelor's Degree from The College of New Jersey and has earned the Personal Investment Advisor (PIA) designation. He resides in Boca Raton with his wife and two children and enjoys boating, fishing, running, skiing, and watching movies.

Marc Meran is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Wells Fargo Clearing, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, providing tailored financial planning that incorporates 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 arrangements.