Matias Valdes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously held positions at RBC Capital Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Irl Solomon is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Mackenzie Ortega is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Todd Abrams, Financial Planner. Outside of advisory work, she is involved in Medicare-related insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael O Neill is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

William French is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual and The Northern Trust prior to joining Morgan Stanley. Outside of his advisory role, he serves on the boards of an agricultural venture and finance committees at two religious organizations in Fort Lauderdale, Florida. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and global investment analyses to support tailored financial strategies.

Jonathan Fleischer Peicher is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following five years at Credit Suisse Securities (USA) LLC. Prior to his career in finance, he co-owned a lumber sawmill operation in Venezuela that exported wood crafts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based strategies to tailor advice to clients’ goals and risk tolerances.

Stephen Sherman is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including corporate financial planning agreements and various investment solutions.

Ronald Guiler is a CFP®-designated financial advisor with Ameriprise Financial Services, bringing 42 years of industry experience. His prior roles include positions at IFP Securities, LPL Financial, and Independent Financial Partners. Outside of advisory work, he is president of Executax Corp., a tax preparation and accounting firm he has led since 1972. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jerome Kirstein is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Inc. He is also a commissioned Notary Public in Florida. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jonathan Perry is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services, where he worked from 2006 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Jorge Valdes II is a financial advisor with J.P. Morgan Securities in Miramar, FL, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several firms including Bank of America, Merrill, E*TRADE Securities, Morgan Stanley, and Wells Fargo prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence processes.

Nicholas Giambri is a Series 66 registered financial advisor with over 26 years of industry experience. He is currently with LPL Financial and has previous experience at firms including Guardian Global Group, Raymond James Financial Services, Morgan Stanley, Wells Fargo Clearing, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rhonda Weinman is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she acts as a trustee for an irrevocable life insurance trust for her family. 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, institutions, and municipal entities, offering customized financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Carlos Matos is a financial advisor with UBS Financial Services in Fort Lauderdale, FL. He holds a Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he spent three years at the University of Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of capital markets and banking services.

Delia Wright is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Lauderdale, FL. Her prior experience includes roles at Morgan Stanley, UBS Financial Services, and Windham Capital Management. In addition to her financial advisory work, she teaches spin classes at Cyclebar. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutions, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Pilar Estrella is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets and Banc of America Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and a structured discovery process.

Marc Kopelman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2009 and also leads Kopelman Ventures, Inc. Outside of his advisory work, he serves on the investment committee for the Jewish Federation of Broward County and is treasurer and board member for the Ocean Riviera Association, a residential condominium nonprofit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily on a non-discretionary basis, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Nathalie Lanza is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Pruco Securities LLC and The Brickell Financial Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alan Bluestein is a Senior Financial Advisor with Merrill Lynch Wealth Management in Ft. Lauderdale. With over 40 years of experience in the financial services industry, he provides personalized wealth management planning for individuals, couples, and families. Alan’s work focuses on retirement planning, income growth, asset preservation, college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and small business strategies. He has recently partnered with his son, Jordan Bluestein, at the Ft. Lauderdale Merrill office. Alan holds a Bachelor of Business Administration degree in Finance and Financial Management Services from the University of Missouri-Columbia. He has earned professional designations including Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA). Alan is skilled in business development, investments, financial analysis, and wealth management. He is fluent in English and Hebrew. Outside of his professional role, Alan is involved in the Lauderdale by the Sea community. His personal interests include adventure sports, antiquing, baseball, football, ice hockey, ice skating, reading, scuba diving, skiing, and spending time with his family.

Rackeal Mascenik is a financial advisor with Ameriprise in Pembroke Pines, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.