Alisa Harris is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL. She holds a Series 66 designation and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Oppenheimer. Outside of finance, she is involved in a jewelry design and sales business, Kali Creations, which she operates with her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Beattie is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its services with Bank of America’s broader corporate platform, offering access to a wide range of products and investment solutions.

Tilson Rodriguez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. His career includes prior roles at Merrill and multiple tenures at Morgan Stanley beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and access to proprietary investment research, serving clients through both direct engagements and Corporate Financial Planning agreements.

Alexander Brodsky is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has held the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors since 2018 and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by The College for Financial Planning Institutes Corp. since 2011. Additionally, he holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Alex brings experience in retirement planning, small business retirement plans, liability strategies, and life and long-term care insurance. Before joining Merrill Lynch in 1999, he owned a computer hardware distribution business in South Florida. He earned a Bachelor of Arts degree from the University of Michigan in 1994. Born in Lima, Peru, Alex moved to North Miami Beach at age 10 and graduated from Miami Country Day School in 1990. Alex lives in Weston, Florida with his wife Danielle and their two children. He is involved in the local community through coaching sports teams and enjoys traveling. Alex and his team are fluent in Spanish and English, serving a diverse client base with a focus on personalized financial strategies.

Benjamin Vilchez is a financial advisor with LPL Enterprise in Miami, FL, holding the ChFC® designation as well as Series 65 and Series 63 licenses. He has 16 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also participates as a speaker for Miami Dade County Public Schools, conducting seminars and workshops. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with brokerage and insurance product sales through an affiliated agency and operates a collateralized lending program.

Dariel Aquino Hernandez is a financial advisor with Fidelity Investments in Miami Gardens, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fidelity in 2021, he worked at Northwestern Mutual Wealth Management and Investment Services from 2019 to 2021 and has experience with Primerica Financial Services. He is also the sole proprietor of an online sales business and co-owner of an investment and development company focused on real estate activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Robert Axelrod is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and trading activities.

Mayra Ramirez is a Series 66-licensed financial advisor with Merrill, based in Aventura, FL. She has 20 years of industry experience and has been with Merrill since 2012. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, offering access to a wide array of financial products and services.

Robert Paretti is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, with advisory relationships typically structured as non-discretionary.

Adam Tzagournis is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and analytical tools to support its advisory services.

Whitney Raymond is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Merrill since 2012 and concurrently with Bank of America since 2014. Raymond is a minority owner in a family LLC related to her grandmother’s estate but is not actively involved in its management. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries by offering model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Ismael Gorra is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2023. Prior to that, he spent several years at JP Morgan in various roles across JP Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans to clients' goals and risk tolerances.

Mark Swenson is a Series 66-licensed financial advisor with 18 years of industry experience, currently practicing at UBS Financial Services in Ft. Lauderdale, FL. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Russell Bassett is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Betty Schultze is a CFP®-certified financial advisor with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She holds Series 63 and Series 65 licenses and is based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Anna Rojas is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and First Horizon. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and technology-driven strategies.

Humberto Lopez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is currently associated with Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of a real estate holding company, HLCB Holding LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin King is a Wealth Management Advisor with the Schwartz LaPorta Group at Merrill Lynch Wealth Management. In his role, he serves as a relationship-builder and wealth planner, providing holistic wealth management plans tailored to each client's unique financial situation through a fiduciary-minded approach. Kevin focuses on helping clients prioritize and pursue their financial goals by understanding their risk tolerance, time horizon, and liquidity needs, and constructing transparent financial strategies aimed at achieving those life objectives. Kevin's practice emphasizes customization, tax efficiency, access to a wide range of firm resources, management of concentrated equity positions, philanthropic giving, and intergenerational planning. His client focus areas include executive compensation, equity compensation services, defined benefit plans, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. With his background, Kevin connects all aspects of clients' lives to deliver comprehensive wealth management solutions. Originally from Cincinnati, Ohio, Kevin holds a Bachelor's Degree from DePauw University in Greencastle, Indiana. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional duties, Kevin enjoys spending time with family and friends, participating in sports such as basketball, football, and golfing around Chicagoland, attending concerts, skiing, and traveling. He is active in the community, mentoring students from inner-city Chicago schools through Big Shoulders Fund and participating in fundraising events with the Young Professionals Board for the American Cancer Society.

Judith Quinones is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Regina Collaro is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2013. Outside of her advisory role, she manages operational tasks and staff training at RLW Public Relations, Inc. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support these services and offers a broad range of advisory, brokerage, and insurance solutions.