Bradley Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2016. He is also involved in estate planning through an ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs tailored to clients' risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management, financial planning, and custody services.

Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.

Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Brandon Cuenca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, and Bank United. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Jeziorski is a financial advisor with LPL Financial in Hollywood, FL, holding the CFA® designation and Series 66 license, with two years of industry experience. He previously worked at JPMorgan Chase for nine years and is also associated with FDR Financial Group Inc. Jeziorski maintains involvement with FDR Financial Group Inc. alongside his role at LPL Financial. 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 wide range of advisory and brokerage services.

Catherine Murphy Leopold is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Morgan Stanley and Prudential entities prior to joining Equitable Advisors in 2023. She serves on the Greater Sunrise Chamber of Commerce board, teaches undergraduate literature and disciplinary studies as an adjunct professor at Nova Southeastern University, and is an advisory board member for the Salvation Army in Fort Lauderdale. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party programs to deliver customized investment solutions.

Kelby Bertolett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Sportslink, Bank of America, and Truist Financial Corporation. Outside of his advisory role, he is involved in sports broadcasting with ESPN on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ana Perera is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has served at Merrill since 1990. Outside of her advisory role, she is a board member of the United Way of Palm Beach County, where she participates in reviewing financial statements and overseeing budget and policy decisions. 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 with model-based and discretionary investment strategies.

Jorge Machado is a financial advisor with LPL Enterprise holding a Series 65 designation and 19 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Machado is involved in the property and casualty insurance business through TZ Ins & Fin'l Services, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products such as insurance and trust services.

Joseph Mahoney III is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Stephen Cooney is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wachovia Bank, N.A. since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to inform investment options within client custodial platforms.

Philip Fazio is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and having 23 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he serves as an adjunct finance professor at Nova Southeastern University and Lynn University, teaching corporate and international finance courses, and participates as a committee member providing cost-saving advice for a homeowners association. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Sean Fletcher is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jorge Cayon Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies aimed at achieving their desired outcomes. His approach involves defining clients' objectives and selecting portfolio strategies designed to reach them, providing ongoing advice and adapting portfolios as client situations change. His expertise encompasses areas such as executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. Jorge holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Miami International University of Art & Design. Jorge is involved in community organizations including the Bank of America Community Volunteers and Community Champions (BACCV) and the Military Support and Assistance Group (MSAG). He is fluent in English and Spanish and has personal interests that include adventure sports, boating, fishing, hunting, music, photography, reading, spending time with his family, traveling, and watching movies.

Kyle Ellis is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2026, following five years at Morgan Stanley Smith Barney LLC and two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory work, Ellis has been involved with the First Baptist Church of Pompano Beach for over a decade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored 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.

Jonathan Galarza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dusty Havens is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with PFSI Investments Inc. and Primerica Financial Services since 2018 and previously worked for Miami-Dade County Public Schools for five years. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has prior experience at firms including UBS Financial Services, Citigroup, and Societe Generale Corporate and Investment Bank. Isabel also has experience holding real estate licenses and working in real estate-related roles. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach integrates third-party asset managers and advisory programs, with services encompassing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jordan Bluestein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing comprehensive wealth planning services, particularly for young professionals, individuals, and families at various life stages. Jordan works closely with his clients to develop long-term relationships and a deep understanding of their financial goals, creating customized wealth plans tailored to their unique objectives and risk tolerance. Jordan holds a Bachelor's Degree in Risk Management and Insurance from Florida State University. He began his career as an underwriter at a major insurance company, where he gained experience in risk analysis and asset protection. Jordan is credentialed as an Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional pursuits, Jordan engages in various sports including golf, soccer, tennis, and football. He spends time with his family and participates in community activities such as attending Miami Dolphins games and visiting the dog park with his Labrador Retriever.

Thomas Fread is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he serves as Chair of the Board of Directors at Nova Southeastern University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.