Nicholas Brown is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors for 14 years and Agia for four years. In addition to his advisory role, he is licensed to recommend insurance products and manages an LLC for tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Nicholas Perez is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of finance, he works part-time in event services, bartending at corporate events such as the Cognizant Classic golf tournament. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide their recommendations.

Anne Plocker is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christine Mills is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Raymond James & Associates, Bank of America, Merrill, and other financial institutions. Outside of her advisory role, Mills is an author of multiple fiction and nonfiction books and hosts a bi-monthly podcast interviewing creative women entrepreneurs. 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 research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Abel Anguiano is a financial advisor with Morgan Stanley Wealth Management in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market scenario models in its process.

Raymond Jacobs is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Jessica Tomei is an Investment Management Consultant I currently working at Fidelity Investments. In her role as a Planning Consultant since 2021, she collaborates closely with clients to develop financial plans, emphasizing client understanding and engagement throughout the process. Her professional experience includes positions as a Private Client Advisor at JP Morgan Chase Bank from 2020 to 2021, a Retail Trader Concierge Representative at TD Ameritrade from 2018 to 2020, and a Relationship Banker at JP Morgan Chase Bank from 2016 to 2018. Jessica's expertise spans client advisory, financial planning, and relationship management within the financial services industry. Outside of her professional responsibilities, Jessica has interests in fitness, food, traveling, volunteering, and yoga.

Troy Wheat is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is a check signer for Gringle Doherty and Wheat, a commercial real estate firm, when another principal is unavailable. RBC Wealth Management serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Max Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to joining Wells Fargo, he spent several years with Med-Care Diabetic & Medical Supplies and had a brief tenure at Aetna. 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 modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Jonathan Scalea is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009. Outside of his advisory role, he serves as a trustee for his aunt’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Cook is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving institutional clients with tailored, IPS-driven solutions.

David Rossler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera and its affiliates since 2004 and is president of Rossler & Company PA, which provides accounting and tax services. He also leads D & M Associates, Inc., a bookkeeping and office supplies business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Matthew Rogge is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a professional since 2002. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA) who specializes in wealth management planning, investment management, retirement income planning, and credit and lending services through Bank of America. Matthew serves as a senior partner responsible for client acquisition and advisory services within his team. With over 17 years of experience, Matthew focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Additionally, he assists clients with business financing, business retirement plans, home financing, and personal credit and lending matters. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida. Matthew currently resides in Fort Lauderdale with his wife, Vanessa, and their two children. Outside of his professional work, he enjoys basketball, football, running, and spending time with his family.

Antonio Cotton is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, Florida. He has 19 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Garrett Carlson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. for 11 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. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

David Olson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.