Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Outside of her advisory role, she is involved in several family-owned manufacturing businesses, including contract engineering and LED lighting. 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, and institutional investors.

Jorge Remotti is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Bank, Bank of America/Merrill Lynch, and IFB Wealth Management. Outside of finance, he is the owner and partner of Remotti Entertainment Services, a business providing live music performance and event contracts. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 brokerage and investment management capabilities.

Hope Turock is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and employing over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base including individuals, pension plans, corporations, and government entities.

Geraldo Mendoza is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2015. 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 to support client decisions. The firm applies an ESG eligibility framework when recommending strategies and offers a broad range of products through its affiliation with a larger broker-dealer and banking organization.

Dennis Whalen is a Series 66-licensed financial advisor with Merrill, based in Plantation, FL. He has 17 years of industry experience and has been with Merrill since 2007. 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 plans, charitable organizations, and corporate fiduciaries.

Julia Sheridan is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Ameriprise Financial Services since 2016, currently serving in their Ft Lauderdale, FL office. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Vincent Vella is a financial advisor at Merrill with over 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1983 and Bank of America since 2010. Outside of his advisory role, he holds an active Florida real estate license. Merrill provides managed account services through the Select Portfolio Solutions program, serving individual, high-net-worth, pension, charitable, and corporate fiduciary clients. The firm offers a range of model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Amy Lopez is a CFP®-certified financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 20 years of industry experience and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a 50% owner of Moats Corporation, a retail business focused on new wellness products and patent filings. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Brian Mahoney is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Emma Gurdus is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, she has held roles outside the financial sector, including positions at Orangetheory Fitness and Sicilian Oven. 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.

Christopher Upton is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as a board member for the Cedar Villas Home Owners Association and is involved with the Broward County School Board Audit Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured discovery and firm-approved planning tools.

Carlos Neira is a financial advisor with Merrill in Miramar, FL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Merrill since 2004. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Abigail Linn is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise since 2017 and was previously with Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that integrates tax-aware withdrawal strategies and dependable income sources.

Karen Semenick is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has a partial ownership in B. Davis Ventures LLC, an investment-related entity holding raw land. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jonathan Leon is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Tax Services of America (Jackson Hewitt). In addition to his advisory work, he owns Kiddooco, LLC, a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Hiromi Hanamura is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has worked with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and lending programs as part of its comprehensive platform.

Kaitlyn Coyne is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, Charles Schwab, and Berkowitz Pollack Brant CPA and Advisors, as well as academic positions at the University of Florida. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, providing advisory services without individual security recommendations as part of standalone plans.

Howard Premer is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2012. Outside of his advisory role, he is employed with the American Institute For Public Safety in Sunrise, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings.

Christian De Veer is an International Wealth Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial field, focusing on helping families and businesses meet their financial goals through tailored wealth management planning. Christian's expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Prior to joining Merrill, Christian worked in the Venezuelan capital market for more than two decades. He holds an Engineer's Degree from Universidad Metropolitana in Caracas, Venezuela, and completed CPWA® certification with registered education from the Yale School of Management. He is a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Christian is fluent in Spanish and English. Outside of his professional work, Christian enjoys boating, fishing, hunting, skiing, and tennis. He approaches financial advising with a commitment to understanding clients' individual goals and developing personalized strategies to pursue long-term objectives.