Matthew Waldman is a financial advisor with Wells Fargo Advisors in Naples, FL. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2023. Prior to his current role, he spent five years at the University of South Florida and four years at Marjory Stoneman Douglas High. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Anastasiya Soldatova is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Prior to this, she had a brief tenure at Foresters Financial in 2016. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Joseph Mahoney is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes 21 years at Merrill and extensive tenure at Bank of America, prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 using firm-approved tools and methodologies.

Alain Guerra Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, he worked at Truist Investment Services and Truist Advisory Services. Outside of the financial industry, he has experience in the food service and towing businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kenneth Peterson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 credential and with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Smith Barney prior to joining RBC in 2022. Outside of his advisory role, he manages a coin-operated laundry business. RBC Wealth Management serves a diverse client base including individual investors across wealth levels, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment resources.

Ann Pharris is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee to develop client strategies.

Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors in Plantation, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2016 and previously held roles at Nova Southeastern University and Auto Works Collision & Paint. Vignola serves as a board member of the Ignite Empowerment Community Center and is also a licensed real estate agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of advisory services through a network of independent professionals, employing multiple investment platforms and a mix of proprietary and unaffiliated strategies.

Simone Melo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and JPMorgan Chase Bank. 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.

Bryant Hernandez is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TD Bank. 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.

Rachel Gammerman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she is the owner of LIORA LLC, a business unrelated to investment activities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at Raymond James & Associates with 21 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns and operates a fine art photography business in Fort Lauderdale. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by affiliated research and sub-advisers.

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 financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC, the University of Miami, Tech Data Corporation, and Guerra Financial Group. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alfred Marsicano is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He is also president and independent contractor of AFM Wealth Management LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains distinct municipal advisory capabilities.

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 in Bay Harbor Islands, FL, holding Series 63 and Series 65 credentials and having 17 years of industry experience. His prior work includes positions at Allianz Life Financial Services LLC and FS Investment Solutions, 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and technology solutions.