Anabelle Navarro is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch/Bank of America, Morgan Stanley, and Citibank. Navarro is based in Weston, Florida. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Iliana Grozdeva is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gary Alexander is a financial advisor with OSAIC in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sagepoint Financial, Inc. and MSI Financial Services Inc. Alexander is a partner at Strategic Resource Group, LLC, which sells fixed insurance products including life, disability, health, and long-term care insurance. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

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 Fort Lauderdale, FL, holding a Series 66 designation and six 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 provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise accounts through a centralized consulting team.

Jeremy Stein is a Wealth Management Advisor and founding partner in the Winter Stein Potvin Group at Merrill Lynch Wealth Management. In his role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. Jeremy works with a select group of clients, including executives, entrepreneurs, and professionals, offering coordinated approaches to equity compensation planning, concentrated position strategies, integrated investment and financial planning, and tax-aware decision making. He holds multiple 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). Jeremy has experience in investment management consulting and assists high net worth clients throughout the life cycle of wealth. He is a graduate of the University of Maryland. Jeremy is involved in philanthropy and serves on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He resides on the Upper East Side of Manhattan and is engaged in personal interests such as baseball, basketball, biking, music, reading, spending time with family, swimming, tennis, traveling, and watching movies.

Jonathan Parks is a CFP® with 11 years of industry experience and is currently a financial advisor at OSAIC since 2023. He previously worked at SagePoint Financial and Lincoln Financial Advisors Corporation. He serves as a private wealth advisor at Ironbridge Wealth Counsel, LLC, and acts as a trustee for a family trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

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® and Series 66–registered financial advisor with 22 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations through collaborative, annual planning engagements.

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 with Wells Fargo Clearing in Jupiter, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.