Faith Joseph is a financial advisor with Thrivent Investment Management in Fort Lauderdale, FL. She holds a Series 66 designation and joined the firm in 2025. Her prior work experience includes roles at Thrivent Financial, Midland Medical, Chenmed, and the University of North Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning with written recommendations across various financial topics, separate from managed-account services.

David Messina is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. Prior to that, he was employed by TD Ameritrade, including its investment management division, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Gary Alexander is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc., MSI Financial Services, Inc., and Investacorp Advisory Services Inc. He is a partner at Strategic Resource Group, LLC, which sells fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Aisha Abdul Mumin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies tailored to meet the unique needs of business owners and families. Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Aisha holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She attended Kent State University and earned her high school diploma from Euclid Senior High School. Her professional focus is on understanding the complex nature of wealth creation, protection, and transfer to support her clients’ long-term financial goals. Active in her community, Aisha serves as Marketing Director for the Exit Planning Institute and participates in organizations such as Habitat for Humanity's 2024 Women Build, Rotary, Teach The Children to Save Day, and United Way. Outside of her professional and volunteer activities, she enjoys adventure sports, pickleball, reading, spending time with her family, and practicing yoga.

Jared Provost is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and Reliable Mortgages. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Paul Giusti is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Pruco Securities LLC and Axa Advisors, LLC, as well as a four-year period at James Madison University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through a centralized team and collaborative advisor-client approach.

Jeremy Stein is a Wealth Management Advisor and founding partner of the Winter Stein Potvin Hokin Group. In this role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. The group provides customized wealth management advice and aims to deliver personalized service, leveraging the global resources of Merrill Lynch Wealth Management and Bank of America while catering to a select clientele of affluent families, foundations, and endowments. Jeremy has experience in investment management consulting and works with high net worth clients across various stages of wealth. His expertise includes executive compensation, family wealth management strategies, LGBT wealth planning, liquidity management, philanthropic planning, portfolio management, and tax minimization, among other areas. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of the University of Maryland. Jeremy is involved with philanthropic organizations and has served on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He relocated to Boca Raton with his wife and two children and remains active with various family and community activities in the area.

Jonathan Parks is a CFP® professional with 11 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at SagePoint Financial and Lincoln Financial Advisors Corporation. Outside of his advisory roles, he serves as a trustee on a family trust. OSAIC Wealth serves a diverse client base, including high-net-worth individuals, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its size, affiliate network, and recent consolidation activity.

Nick Cherilus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA for nine years before joining Wells Fargo Clearing in 2022. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisol Algarin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wilson Annichiarico is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill Lynch Pierce Fenner & Smith since 2013 and has been involved with Miami Dade College since 2006. Outside of advising, she owns and operates a handyman business in Miami. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nicholas Lo Castro is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2017, following a year at Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts delivered via multi-asset model portfolios and a centralized operational structure.

Marcie Hibbs is a financial advisor with Edward Jones in Hollywood, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Hibbs is involved in several nonprofit and community organizations, including serving as president of the University of Miami Alumni Association Broward County Chapter and as a board member of Fairchild Palms Corp., which focuses on environmental conservation fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors.

David Leali is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co, where he has worked since 2016. His prior experience includes roles at United Capital Financial Advisors and Ameriprise. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Laurie Madenfort is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and possessing 36 years of industry experience. She has worked at MassMutual and its affiliated firms since 2016. In addition to her advisory role, she operates an outside insurance business focusing on disability, life, Medicare-supplemental, health, and long-term care insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Stephanie Haderspock is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Intercam Advisors, Inc., Intercam Securities, Wells Fargo, Mediolanum, and IQS. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a diverse range of investment managers and model providers.

Edna Cetina is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at UBS Financial Services in 2008. 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.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. 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 integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives capabilities.

Eileen Cioe is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding CFP®, Series 63, and Series 65 designations. She has 39 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she is an insurance agent for disability, fixed annuities, life, accident, health, LTC, Medicare-related, and group insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning using firm-approved analytical tools.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.