Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Peter Goodridge is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Goodridge Capital Advisors, LLC, an investment management firm based in Delray Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors provide tailored recommendations using proprietary research and tools, with clients choosing how to implement them through brokerage or advisory programs.

Joseph Icon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee and executor for multiple personal trusts and is involved in several investment-related fiduciary roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement development, investment selection, performance reporting, and participant education, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Matthew Serbos Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DataScore, Serbos Marketing Partners, and Landfall Data. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Bolber is a financial advisor at Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked with Merrill since 1986 and also with Bank of America, Na since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Vitale is a CFP® and PFS™ with 27 years of experience in financial services. He is currently with Cetera and has prior experience at Avantax Investment Services and VF Wealth Management. Outside of advisory roles, he is a partner in a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Tessa McLeod is an Investment Consultant at Fidelity Investments, a role she has held since 2023. In her current position, she partners with clients to develop personalized financial plans tailored to their specific needs. Tessa works closely with clients to define their goals and assist them in creating actionable plans for their financial futures, including retirement. Her approach centers on collaboration and customization, ensuring that each plan aligns with the individual objectives of her clients. Outside of her professional work, Tessa has interests in movies, puzzles, reading, running, and traveling.

Randall Green is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 designations and bringing 45 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates several automotive-related businesses in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, with clients making their own implementation choices through brokerage or advisory programs.

Alejandro Ramirez Del Villar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and focuses on creating strategic financial solutions tailored to high-net-worth individuals and their families. His approach considers clients' risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment goals to support both their short-term and long-term financial objectives. Alejandro graduated from the University of Florida in 2009 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish, reflecting his background of being born in Lima, Peru, and residing in South Florida for over 30 years. He is a member of the Greater Fort Lauderdale Alliance. Alejandro currently lives in Parkland, Florida, with his wife and two sons. He also provides clients access to Wealth Management Lending Officers from Bank of America, N.A., offering lending solutions integrated with overall investment strategies.

Katie Summe is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has held various roles within Fidelity since 2021, including Financial Representative and Relationship Manager, demonstrating her progression within the company. Her expertise centers on educating executives about utilizing Fidelity's tools and resources to optimize their financial relationships. She focuses on helping clients build financial frameworks aimed at achieving their personal and family goals. Outside of her professional role, Katie enjoys family activities and engaging in fitness pursuits such as Pilates, running, and swimming. She is also interested in exploring culinary experiences.

Rebecca Niccols is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2012. Her practice is based in Coral Springs, FL. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Barry Fadely is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and holds ownership roles in several independent advisory and insurance businesses. Barry also serves as a board member of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and other sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and platform options.

James Crowley is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding a Series 66 designation. He has experience working at several firms, including Cantor Fitzgerald and Lombard Forte Securities Ltd., and joined J.P. Morgan Securities in 2025. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Nicholas Dull is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver customized client solutions.

A Kondrup is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Guillermo Arenas is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Fidelity Investments, Cetera Investment Services, Regions Bank, and Citigroup Global Markets. He is currently based in Plantation, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging its scale and integrated structure to provide comprehensive advisory, brokerage, custody, and cash management solutions.

Karl Miranda is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently associated with J.P. Morgan Securities in Sunrise, FL, where he has worked since 2017. His prior experience includes roles at Strategic Advisers, Inc. / Fidelity and managing Gold Coast Professional Schools, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Evelyn Perez is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Prudential Insurance Company of America and JPMorgan Securities LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Merle Zislin is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.