Luana Corral is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She has held positions at several firms including Securities America Advisors, Inc., Crossroads Consultants of South Florida, Inc., and Investacorp Advisory Services, Inc. Corral is also a registered NFLPA Player Financial Advisor and serves as an unpaid board member for Eternity Begins Now Corp, a nonprofit that produces faith-based YouTube content. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, using firm-provided tools and third-party platforms to construct diversified portfolios tailored to clients’ risk tolerance and investment objectives.

Alberto Sisso is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of finance, he owns and operates a fine art photography business. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains capabilities in public finance and institutional consulting.

Valerie Ramo is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and concurrently at City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gustavo Ventura is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Ft Lauderdale, FL, having joined the firm in 2025. Prior to this, he worked at Bank of America Merrill Lynch for eight years and PNC Financial Services for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Denise Goldstein is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at BNY Mellon Securities Corporation and TIAA-CREF. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sara Robledo Gaviria is a Series 66-credentialed financial advisor with five years of industry experience. She has worked at Merrill since 2023 and previously held roles at Morgan Stanley Smith Barney LLC, the University of Miami, Tech Data Corporation, and Guerra Financial Group. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Kenny Davin is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals focused on building and maintaining strong client relationships. He works closely with clients and their families to manage their overall wealth and support them in making informed financial decisions to handle life events. Kenny has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2010, including Vice President and Wealth Planner, Financial Consultant, and Investor Center Investments Representative. Prior to joining Fidelity, he worked as a Financial Representative at Dade County Federal Credit Union from 2007 to 2010. Outside of his professional responsibilities, Kenny is involved in family activities and volunteering.

Allen Weidman II is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Mailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. His prior roles include positions at Allianz Life Financial Services, Allianz Life Insurance Company of North America, FS Investment Solutions, and Fs2 Capital Partners. He is also involved with LPumpa Designs, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Kelly O'Brien is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she participates in food delivery services and market research as a Dasher for DoorDash, an Uber driver, and a user tester for online platforms. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Megan Macgowan is a Certified Financial Planner® with 22 years of industry experience, currently advising clients at UBS Financial Services since 2012. She holds the Series 66 license and is a member of the CFA Institute and CFA South Florida Investment Professional Society. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

William Van Scoyoc is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he has acted as an independent contractor arranging potential buyers for a baseball card collection. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured conversations and proprietary tools, focusing on advisory services without providing individual security recommendations in standalone planning.

Brandon Johnson is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Before joining Morgan Stanley in 2020, he worked at Ally Invest Securities LLC and Verizon Wireless. Outside of his advisory role, he is involved as an Amazon seller. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Angelo Rannazzisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant and Investment Representative. Prior to joining Fidelity, Angelo worked as a Financial Adviser at Merrill Lynch and held positions such as Portfolio Manager at Opus Trading, President of JAW Trading LLC, and Firm Trader at Schonfeld Securities. With over 30 years of industry experience, Angelo is a Certified Financial Planner™ who partners with clients to develop and implement personalized financial plans aimed at achieving their financial goals and legacy wishes. He holds a California Insurance License.

Achilles Kontoyiannis is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is an officer of TIFFYNY Inc., a company involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning and advisory programs supported by structured planning tools and broad investment resources.

Constance Kerr is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Mahesh Roopnarine is a Senior Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022 after previously working with JPMorgan. He brings over a decade of experience in the financial services industry, specializing in providing tailored wealth management strategies for high-net-worth clients, including business owners, corporate executives, retirees, and professional athletes. His approach focuses on understanding each client's unique financial situation and long-term goals to develop personalized strategies. Mahesh earned a Bachelor's degree in Finance from Florida Atlantic University and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation through The College for Financial Planning Institutes Corp. His client services include corporate executive services, legacy planning, liquidity management, retirement income planning, portfolio management, tax minimization, and managing new wealth. A native of Fort Lauderdale, Florida, Mahesh is of Trinidadian descent and maintains an active presence in the South Florida community. Outside of his professional work, he enjoys traveling, spending time with his family, playing sports, and running with his German Shepherd, Rocky.

Deborah Mansour is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Her other business activities include outside fixed insurance sales. Wells Fargo Advisors Financial Network is a 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 tailored recommendations using proprietary research and planning tools, with a broad menu of planning services covering areas such as retirement, education, risk, and wealth-transfer planning.

Heather Corbalis is a financial advisor with Merrill in Aventura, FL, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2007 and has prior work experience at Publix. Outside of her advisory role, she serves as trustee of a non-investment related family trust. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Stephanie Greeson is a Series 66 licensed financial advisor with Charles Schwab in Fort Lauderdale, FL, where she has worked since 2011. She has 14 years of industry experience and has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab during her career. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative-investment onboarding process.