Breshell Moore is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA‑CREF, PNC Investments, and Wells Fargo in various roles. Outside of his advisory duties, he volunteers part-time with Quartz Digital Marketing, assisting with graphic design projects, and is a silent partner in the business Relax Beats and Sleep. Raymond James & Associates is a 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 financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lessette Altamiranda is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in real estate ownership in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and strategies approved by its Global Investment Committee.

Daniel Kaufman is a financial advisor with Ameriprise in Ft. Lauderdale, FL. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Ameriprise, he worked at Morgan Stanley Private Bank and FOLIOfn Investments. He is also the owner of a small business unrelated to investment advisory. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product relationships.

Abel Scilingo is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2015 and also has a background in mechanical repairs through his involvement with ARS Trailer Services Corp. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Adam Foldes is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Daniel Valdivia is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Daniel Guggenheim is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he spent ten years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Luke Niles is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he served eight years in the United States Army and attended the United States Military Academy at West Point. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ryan Shutowick is a financial advisor at Cetera with a Series 66 license and one year of industry experience. His prior work includes positions at JM Family Enterprises, Plenary Group, and a period of unemployment before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Patrick Mc Nicholas is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A. and involvement in education at Raritan Valley Community College and William Paterson University. Outside of his advisory work, he serves as a board member for the American Cancer Society and is engaged with the BNI Masters networking group in an administrative capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Eduardo Flores Vega is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in providing personalized investment guidance. Eduardo completed an Accredited Certificate Program at Colegio Rosa Bell, which contributes to his foundation in financial advisory services.

George Ferguson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at Avantax Advisory Services and related entities for over 15 years. In addition to his advisory role, he owns and operates Ferguson Tax and Financial Services, focusing on tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jordan Hirsch is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has previously worked at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Hirsch also works as an insurance broker through Wealth Solution Partners, focusing on life, disability, long-term care, fixed annuities, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and a range of managed investment programs.

Eleanor Schnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing comprehensive wealth management strategies tailored to individual client needs. She focuses on understanding clients' financial goals to create flexible strategies that address various aspects of their financial lives, leveraging investment insights from Merrill and banking solutions from Bank of America. Her expertise includes college education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services, with particular attention to women and wealth and managing new wealth. Eleanor holds a Bachelor's Degree from Kean University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Eleanor resides in Coral Springs with her husband and four children. She participates actively in her community, serving as a coach for the Coral Springs Basketball Club's recreational basketball program. Her personal interests include basketball, table tennis, spending time with her family, and watching movies.

Michelle Hampton Anderson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Outside of her advisory role, she works part-time assisting a veterinarian at Acacia Animal Hospital, performing duties such as lab work and surgery assistance. 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, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Lauren Spencer is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and addressing conflicts of interest.

Jason Solodkin is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior roles include positions at Kestra Financial Services, Inc. and Kestra Investment Services, LLC. He is also licensed to sell various non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Julian Latimer IV is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2004 and has been affiliated with Bank of America, N.A. since 2010. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melanie Farmer is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2012. Based in Fort Lauderdale, FL, she serves clients through one of the largest institutions in the industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Brandon Carvalho is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to support client outcomes.