Robin Hyres Cecere is a Series 66 credentialed financial advisor with 29 years of industry experience. She has been with Merrill in Fort Lauderdale, FL since 2002. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Annette Burrowes is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Western Southern Life and W&S Brokerage Services. Outside of advising, she serves as president of the Brenetta and Lloyd Burrowes Scholarship Fund, a family-funded initiative supporting students with financial need, and teaches financial literacy to Seventh-day elementary and middle schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services through a large network of independent advisors.

Steven Goens is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney beginning in 2009. He is also a 1% owner and manager of the Goens Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Michael Martin is a financial advisor with Equitable Advisors, holding a Series 66 credential and eight years of industry experience. He has been with Equitable Advisors since 2018, previously working at Axa Advisors and spending time at Florida State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Wesley Mc Donough is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at John Hancock Investment Management LLC and Manulife Asset Management. Outside of advisory work, he writes insurance policies through Creative Financial Network. 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 institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Eliezer Gordon is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions outside of his advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

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.

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.

Marie Mercedes Duran is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She previously worked at Rising Capital Associates and has held various roles outside the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

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.