Fernando Alvarez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked at Fanatics, Inc. and held roles with the College Football Hall of Fame and Legends Sports Media. He is a member and treasurer of Network Professionals International, where he manages fee collection for the group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage channels.

Brian Loria serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2012. He specializes in partnering with high net worth clients and their families to develop and implement comprehensive wealth plans. His approach includes guiding clients through investment strategies, estate planning considerations, and other aspects of wealth management to build, grow, protect, and transfer wealth. With over 25 years of experience in the financial industry, Brian's background includes roles as a Financial Advisor at Merrill Lynch from 2009 to 2012, and as an Equities Trader at several firms including Echotrade LLC, Opus Trading Fund LLC, and Schonfeld Securities, LLC between 1994 and 2009. He focuses on building long-term relationships with clients, their families, and referrals to support their financial goals.

Timothy Kasper is a Certified Financial Planner® with 26 years of experience in the financial services industry. He is currently with Morgan Stanley in Fort Lauderdale, FL, having previously worked at Bank of America, N.A. and Merrill. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models as part of its structured financial planning process.

Alan Kahn is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for nine years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with AJK Financial Group, which includes tax preparation and accounting services as well as non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Alec Bentman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked with firms including Hennion & Walsh, Inc., EQUITABLE ADVISORS LLC, and AXA Advisors, LLC. His background also includes roles outside financial services, such as positions at University of Central Florida and Office Depot. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

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 licenses and three years of industry experience. He previously worked at Truist Investment Services and Truist Advisory Services. Prior to his financial services career, he held roles in other industries including managing a towing business. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.

Michael Abbenante is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage their wealth by developing personalized strategies tailored to their financial goals and the evolving market conditions. Michael holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from James Madison University. He combines access to Merrill's investment insights with the banking and lending solutions of Bank of America to support his clients' comprehensive financial needs.

Bryant Hernandez is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank, TD Bank, and Citibank. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Rachel Gammerman is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding a Series 66 designation and 29 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory work, she is the owner of LIORA LLC, a business unrelated to investments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

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.