Ryan Thieme is a CFP® designated financial advisor with Morgan Stanley in Fort Lauderdale, FL, bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, and previously at Bank of America and Merrill Lynch from 2016 to 2021. Outside of his advisory work, he is involved in the automotive aviation sector through V1Aero and serves as Treasurer and Board Member for The Parks Foundation of Broward County. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs focused on tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Alexander Marchuk is a financial advisor at Wells Fargo Advisors with three years of industry experience. He previously worked at Fifth Third Bank for eight years. Marchuk owns and operates Marchuk Capital Management LLC in Fort Lauderdale, Florida. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop recommendations.

Kylie Ferraro is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and having seven years of industry experience. Prior to her current role starting in 2019, she worked full-time in education for four years. Outside of her advisory work, she appeared on the television show House Hunters and works as a youth soccer referee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves a broad client base through various retail and institutional offerings.

Matthew Goode is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and goals. He assists in updating financial plans, implementing strategies, and making necessary adjustments to support clients in working towards their financial objectives. Matthew has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning. Outside of his professional work, Matthew has personal interests that include cars, concerts, golf, motorcycles, outdoor adventures, and skiing.

Diana Sanchez is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and The Q Kapital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a 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 market-return modeling.

Lorenzo Santiago is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

Beatriz Correa is a financial advisor with J.P. Morgan Securities in Miami Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Agia, Valic, and FedEx Express. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tracey Buonarota is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 38 years of industry experience. She has been with RBC Capital Markets since 2014. 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 advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Daniel Tila Cohen is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Janney Montgomery Scott LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co, among other positions. He has experience in both financial services and other roles including education and small business enterprise ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeffrey Gottfried is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Black Oak Capital LLC and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jorge Unda Rodriguez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and three years of industry experience. He spent 30 years with BBVA Mexico before working at BBVA Securities Inc. and Morgan Stanley since 2022. 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 research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Ryan Knight is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting affluent families, individuals, and successful business owners in developing tailored long-term financial strategies. Ryan has developed expertise in understanding the needs of business owners and healthcare professionals who own their own practices. He also focuses on providing multigenerational advice, supporting high-net-worth families by advising not only existing clients but also their children and grandchildren. Since entering the financial services industry in 2015, Ryan has worked closely with clients to understand their goals, risk tolerance, and objectives to build customized strategies that address their specific needs. He offers access to the investment insights of Merrill Lynch along with the banking services provided by Bank of America. Ryan also collaborates with clients’ attorneys, CPAs, and other professionals while maintaining relationships with family members across generations. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned a Bachelor of Science in Finance from Florida State University. Ryan resides in Parkland, Florida. His personal interests include basketball, golf, boating, traveling, and supporting South Florida sports teams.

Daniel Wasser is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Courtney Seymour is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she is licensed to practice law in Florida. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chase Lalonde is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and LAZ Parking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor financial plans and portfolio management. The firm offers a broad range of services including discretionary portfolio management, mutual fund distribution, and capital markets activities.

William Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is an active owner and lessor of a vacation condominium in Jensen Beach, FL. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Janely Marin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has been with JP Morgan and its affiliated entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, 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 affiliated brokerage and investment management capabilities.

Nathalie Paquin is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at RBC Private Banking from 2005 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Lauren Salas is a CFP®-designated financial advisor with 20 years of industry experience, currently with Ameriprise since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Salas serves on the Board of Directors for St. Mark's Episcopal School and works as an independent travel agent specializing in Disney Cruises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Joel Padin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2014. He is based in Fort Lauderdale, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader corporate platform, providing access to a wide range of products and services.