Eleazar Ayala is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 10 years of experience in the financial services industry. Since joining Merrill Lynch in 2022, Eleazar has developed tailored financial strategies to help clients pursue their personal and long-term goals. His expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Before joining Merrill Lynch, Eleazar held numerous roles over a span of more than nine years at another financial institution. He possesses the Series 7 and Series 66 FINRA registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eleazar earned an associate's degree and a bachelor's degree from Broward College, as well as a high school diploma from South Miami High. Fluent in both Spanish and English, he balances his professional career with personal interests such as baseball, basketball, football, music, cooking, traveling with his wife Andrea and their two daughters, and supporting local sports teams.

Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Equitable Advisors since 2012, including its prior affiliation as Axa Advisors. Outside of advisory work, Resnick is president of AJ Benefit Services, a group health insurance business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored offerings and other endorsed managers.

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.

Steven Turner is a financial advisor with Edward Jones in Coral Springs, FL, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including positions at Southern Glazer's Wine and Spirits and Gravity IT Resources. Turner also serves as president of the Sterling Group, a networking organization in Coral Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

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.

Robert Reich is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc., Mass Mutual Investors Services, and MetLife Securities, Inc. Outside of advising, Reich is the author of a fiction novel and serves as an insurance agent soliciting fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across a variety of asset classes with discretionary or non-discretionary management options.

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.

David Valtierra is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance since 2007. Outside of his advisory work, he is president and host of a fishing, hunting, and outdoor television show distributed on retail DVDs through Polarized Back Bay Creations, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written recommendations tailored to client goals.

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.

Peter Caruso is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC prior to his current role. He holds ownership stakes in wealth management firms in Massachusetts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and lending products, delivering tailored recommendations through research and planning tools.

Moussa Hanna is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2013 and holds a Series 66 designation. Outside of his advisory work, he serves as a trustee for a family friend in Boca Raton, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Gabriel Dardik is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance solutions.

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.