Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Philipp Muller is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Raymond James, he worked at Citigroup for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a range of portfolio management styles, firm research, and affiliated sub-advisers.

Claudia Jaric is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked for Diageo for 23 years. Outside of her advisory role, she and her husband own undeveloped land in North Carolina with plans for future development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Anthony Collica is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior work experience includes roles at Bank of America, Merrill Lynch, and Chase Investment Services Corp. Outside of his primary advisory role, he serves as Executive Director of Wealth Management at Collica Group–Platinum Wealth Solutions, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations, offering a broad range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, and it operates a multi-advisor platform supported by a complex network of affiliates and private-equity ownership.

Joseph Silk is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has an extended association with Bank of America dating back to 1996. 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 a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Chantel Ayoub is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has previously worked at MassMutual and MML Investors Services, as well as in other roles outside the financial industry. In addition to her advisory work, she has experience working in the service industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and offering a range of investment options including mutual funds, ETFs, and alternative investments.

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party managers and proprietary programs to tailor investment solutions, providing a range of products from mutual funds to alternative investments and ERISA fiduciary services.

Sherryl Billings is a financial advisor with Merrill in Weston, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Merrill since 1993 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as the primary caregiver for her daughter in a family-operated Medicaid waiver program. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Schlien is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2002. 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 searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating a range of eligible strategies including ESG considerations.

Leinzs Vincent is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Chase Bank. Vincent is based in Plantation, Florida. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Marc Tescher is an advisor with LPL Financial based in Hollywood, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his financial advisory role, he had a long career as an optometrist and continues to co-own an optometry practice as well as a separate business, The Pickle Docs LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through various advisory and brokerage services, offering a wide range of investment strategies and operational support tools.

Elizabeth Bruno is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Carlton Francis is a financial advisor with Ameriprise in Plantation, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside his advisory role, he is involved in real estate through ownership and management of EQrious Homes, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team.

Charles Smith is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets, Morgan Stanley, UMB Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Pets America, LLC since 2016. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Luciano Di Claro is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Merrill, UBS Financial Services, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Prece is a financial advisor with OSAIC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at multiple firms, including Northwestern Mutual and B. Riley Wealth Management. Outside of his advisory role, he owns businesses in dry cleaning consulting and a shooting supply company. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he is involved in event planning as an owner and partner of Fifth and Palm Events LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Renzo Barredo is a financial advisor with Mass Mutual Investors Services, holding a Series 65 license and 15 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, OneAmerica Securities, American United Life, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation options through separate brokerage or insurance arrangements.

Melanie Miranda is a financial advisor at Merrill with Series 63 and 66 licenses and 15 years of industry experience. She has been with Merrill since 2009 and has over three decades of tenure with the firm. Merrill, along 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 plans, corporations, and charitable organizations.

Stanton Schwartz is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior experience includes ten years at Edward Jones and a brief period at Private Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.