Harris Katz Jr. is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with long-term financial strategies aligned with their goals. His client focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, and retirement income. He holds a Bachelor's Degree from the University of Central Florida and carries the Personal Investment Advisor (PIA) designation. Harris is committed to building meaningful relationships by understanding each client's unique financial needs and providing thoughtful guidance that helps them make informed decisions with confidence. His mission is to provide personalized financial guidance that helps clients build, preserve, and manage their wealth with confidence. Outside of his professional work, Harris enjoys basketball, boating, fishing, football, pickleball, running, swimming, traveling, and watching movies.

Gabriela Payot Borges is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2017, she worked at Citigroup from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Elias Mellul is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, and Leumi Investment Services. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Bryan Defrances is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at J.P. Morgan Securities and JPMorgan Chase Bank NA from 2014 to 2019. He is based in Palm Beach, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jennifer Bailey is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing two years of industry experience. Her background includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as involvement in other business activities as an owner and partner of Four Cheese Holdings LLC, a personal real estate investment entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings.

Aisha Ali is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Sanford C Bernstein & Co LLC and JPMorgan Chase Bank, N.A., as well as experience in the technology and cosmetics sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Fernando Gonzalez is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Gaines Financial Group. Outside of advisory roles, Gonzalez serves as Vice President of a business networking group and is an insurance agent specializing in life, health, and fixed annuities. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated financial services and employs various asset-allocation tools, offering portfolios managed on discretionary and non-discretionary bases with access to multiple investment platforms.

Christian Morales is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Private Client Wealth LLC and Guardian Life. Morales is based in Delray Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Bianca Rodriguesde Oliveira is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America and Astra Acquisitions, as well as work in education at Florida Atlantic University and Broward College. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Kiley is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios, fund advisory, and multi-manager funds, and is notable for its use of advanced methodologies and its role as an advisor to registered investment companies.

Ronald Simpson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he is the owner and sole member of Ronnie C. Simpson, LLC, an investment and technology-related business, and serves as a board member for Solomon Institute Inc., a community organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual agreements and corporate financial planning partnerships.

Christina Schrant is a financial advisor with Raymond James & Associates in Lake Worth, FL. She holds the Series 66 designation and has six years of industry experience, including prior roles at Wells Fargo Clearing and LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media and member recruitment. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Cameron Mc Donough is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. from 2017 to 2025, and Eagle Home Mortgage from 2016 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Robert Lester is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Waddell & Reed, Inc., and various insurance agencies. He also operates Vandelay Financial, a DBA associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Gilbert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education at Oxbridge Academy and Palm Beach Schools, as well as being self-employed for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Douglas Cion is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services and HighTower Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Peter Nardin is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an investor in Recovery Control Systems, a parcel auditing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model client outcomes.

David Friedlander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in modern and sophisticated wealth management strategies, working with clients to address a variety of financial needs including college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David holds bachelor's degrees in Marketing and International Business from Indiana University, and an MBA in Finance and Real Estate from DePaul University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. David's approach involves evaluating multiple factors that impact wealth, such as balance sheets, risk tolerance, family dynamics, personal priorities, tax situations, long-term aspirations, and changing fiscal and economic conditions, to create customized financial plans for his clients. Outside of his professional role, David is actively involved in his community. He has served on the boards of the JCC of the Palm Beaches and Temple Beth El, is a member of the Wexner Foundation, and has held leadership roles with the YMCA Indian Princess group. He also volunteers as a youth soccer and baseball coach, and participates in the Federation of Palm Beaches. David enjoys an active lifestyle that includes basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball.

Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation. His work history includes roles at Bank of America, N.A., MBF Clearing Corp., and the University of Miami. He has also been involved with AfterLeaseAutoSales. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm’s integration with the Bank of America platform allows access to a broad range of products and services.

Katrina Timmons is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, JP Morgan Chase Bank, and Pursuit Wealth Management. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-owning a marine industry product startup and managing a catering business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services and provides access to a broad network of affiliates to address various client needs.