Charlie McCluskey is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual in 2012. Throughout his career, Charlie has developed expertise in financial consulting, investment strategies, retirement solutions, and client relationship management. His approach involves collaborating closely with clients to understand their goals, priorities, and values, in order to design tailored financial strategies that adapt as life circumstances and markets change. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Michael Keith is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Royal Alliance Associates, INC., Sii, and Signator Investors, Inc. Outside of his advisory role, he is involved as a producer and investment advisor representative at Signature Financial Solutions LLC, conducting insurance and securities business. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with various program options including Unified Managed Accounts and third-party money manager programs.

Colton Valchuis is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Jackson Hewitt Tax Services and Simon Gray Realty LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Mc Kenna is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he serves as a committee member and fundraiser for The Transplant Forum at Columbia University Medical Center, a nonprofit focused on transplantation research. 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, and institutions.

Santiago Nalbandian serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists clients with personalized wealth management strategies tailored to their financial goals and changing market conditions. He works closely with clients one-on-one to develop financial strategies designed to pursue long-term objectives. His expertise covers a wide range of financial areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Santiago holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Central Florida and an MBA from Lynn University. Outside of his professional work, Santiago participates actively in community volunteering. His personal interests include boating, golfing, music, skiing, soccer, and spending time with his family.

David Lindblad is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2004. Outside of his advisory role, he has a significant ownership interest in a merchant partnership, LINDBLAD GP LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by firm research and tools. The firm integrates advisory services with various financial products and referral channels.

Jeffrey Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with Wells Fargo Advisors since 2016 and previously spent time at Morgan Stanley. Outside of his advisory work, he owns JG Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and planning tools to develop recommendations that clients may implement through various brokerage or advisory programs.

Gregory Kraus is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. The firm oversees approximately $501 billion in assets and serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and supported by an extensive affiliated research network.

Antonio Puente is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his current role, he worked at Axa Advisors and held positions at Delray Schooling Center and Florida Atlantic University. Outside of his advisory work, he serves as a football coach at Boca Raton Christian School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and a range of third-party asset management programs to deliver tailored investment solutions.

Marcia Lisboa is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Wilson Heeg Lisboa Wealth Management Group. She brings over 19 years of experience providing strategic financial guidance to both domestic and international clients. Her work centers on wealth preservation, succession planning, and structuring thoughtful tax strategies for families, individuals, and corporations across multiple jurisdictions. Marcia holds a Bachelor's Degree from Universidade de Sorocaba and is a Personal Investment Advisor (PIA). She collaborates closely with clients' legal, tax, immigration, and other specialized advisors to deliver coordinated financial strategies. Fluent in English, Portuguese, and Spanish, with a working knowledge of Italian, she effectively communicates complex financial matters to a diverse clientele. Beyond her professional commitments, Marcia is involved with organizations such as the Brazilian-American Chamber of Commerce of Florida, Brazil-Florida Business Council, HOLA - Hispanic/Latino Organization for Leadership & Advancement, and the Parents and Caregivers Network. She is a mother of two daughters and enjoys spending time with her family, traveling, and being near the ocean.

James Mucciaccio Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Stern is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 60 years of industry experience. He previously worked at Prudential Equity Group, LLC. Outside of his advisory role, Stern manages rental properties and serves as a trustee and co-trustee for client trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individuals, corporations, and institutions. The firm combines proprietary research and third-party analytics to support its investment solutions and provides a range of brokerage and advisory products.

John Azzara is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 44 years of industry experience. He has worked at OSAIC since 2025 and previously spent 17 years at Lincoln Financial Securities Corporation and 23 years at Osaic FS, Inc. Outside of his advisory role, he is a partner in a custom home building business and serves as a board member and director of a condominium association. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a variety of programs including advisor-managed portfolios and third-party money manager options.

Dina Assion is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. Her prior experience includes seven years with Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting services through various portfolios and affiliated research resources.

Pablo Heredia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2011, with a brief period of unemployment in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Starr is a financial advisor with RBC Capital Markets in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and RBC Capital Markets since 2015, following an eight-year tenure at Stifel. Outside of his advisory role, he is involved in managing family trusts and owns Starrborne Enterprises LLC. 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 tailored investment strategies through multiple advisory programs combining in-house and third-party managers, with a notable capital-markets presence and affiliated asset management capabilities.

Michael Marsengill Jr. is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Geneos Wealth Management. He also serves as president of Michael E. Marsengill & Co., Inc., which focuses on insurance and employee benefits. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization using risk-tolerance assessments and rebalancing tools.

Brandon Jeanneret is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2008. He brings over 25 years of experience in the financial services industry and is a qualified Portfolio Manager. In his role, Brandon provides traditional financial advice and guidance, as well as builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through Merrill Lynch’s Investment Advisory Program. Brandon holds a Bachelor’s degree from the University of Houston and has earned the Chartered Retirement Planning Counselor℠ (CRPC®), Chartered Financial Consultant® (ChFC®), and Personal Investment Advisor (PIA) designations. He focuses on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Brandon works closely with clients and their professional advisors, such as CPAs and estate planning attorneys, to develop strategic financial plans aimed at achieving their long-term goals. Residing in Parkland, Brandon’s interests include adventure sports, biking, hiking, pickleball, running, skiing, traveling, and spending time with his family. His approach is centered on building long-term relationships while providing access to the resources of Merrill Lynch and Bank of America to support client needs.

Kristy Leavitt is a financial advisor at UBS Financial Services with 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA from 2013 to 2026. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Charles Shalmi is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at Oppenheimer & Co., Inc. for 22 years. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club in Boca Raton, FL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.