Michael Gnefkow is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

Leonardo Alava is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved as an owner and partner in a real estate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Landrau is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves individuals approaching or in retirement and integrates a range of advisory, brokerage, and insurance solutions.

Ted Abers is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate firm-approved planning tools and structured discovery processes.

Gail Elmore is a financial advisor at Cetera with 10 years of industry experience and holds a Series 65 credential. She has previously worked at American Portfolios Advisors, Inc. and OSAIC. Outside of her advisory role, she serves as Treasurer and Board Member for the National Basketball Wives Association and is a member of the Board of Trustees for the University of Maryland, College Park Foundation. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Richard Pusateri is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. since 2001 and with Primerica Financial Services since 2000. Outside of advisory work, he is involved with Ugaldeunlimitedinc as an office manager and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Peter Supel is a Series 66-licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2023, he worked for the Federal Emergency Management Agency from 2020 to 2023 and participated in AmeriCorps NCCC FEMA Corps between 2019 and 2020. He also has experience with the Worksite Foundation and St. John's University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Cameron Olds is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 credential and has worked at several companies in various roles prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Railey is a financial advisor with Morgan Stanley in Plantation, Florida, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Sergio Santana is a financial advisor with LPL Financial, holding a Series 65 designation and over a decade of industry experience. Prior to joining LPL Financial in 2025, he spent 12 years at SOS Financial Management and was involved with Mangos Tropical Cafe, LLC for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, and other institutions through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Christopher Han is a financial advisor with Cetera in Fort Lauderdale, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. His prior work includes roles at WTW, Aon, GWFS Equities, and Sentinel Benefits and Financial Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through over 10,000 advisors nationwide.

Tammy Cipollone is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Sameer Derashri is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2011 and Bank of America since 2012. Outside of his advisory role, Derashri is involved in a family-owned LLC that operates a Great Clips haircut franchise and holds sole ownership in a rental property. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Gary Curry is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. His professional background is centered at Raymond James, where he has worked continuously for over a decade. Outside of his advisory role, he owns and manages a rental real estate property in Fort Lauderdale, FL. Raymond James & Associates provides 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 offers institutional consulting and public finance services, supporting municipal clients and delivering tailored investment solutions.

Angelo Dhanpath is a financial advisor at Morgan Stanley Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management, TD Ameritrade, Regions Bank, and TD Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jean Pierre Lemoine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Adam Weiner is the Vice President and Branch Leader at Fidelity Investments, where he has served since 1996. In his role, he leads, coaches, and inspires a team of financial services professionals who work with clients and their families to support their long-term financial goals. Adam's financial advisory career began in 1992, with positions at Robert Todd Financial Corp, Russo Securities, Ladenburg, Thalmann Inc, and National Discount Brokers before joining Fidelity Investments. His extensive experience spans over three decades in the financial services industry. Outside of his professional work, Adam has personal interests in cars, movies, and pets.

Allan Yarkin is a financial advisor at UBS Financial Services with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, Yarkin serves on investment committees for the ICA Museum Miami and the Foundation of the Greater Miami Jewish Federation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services that include fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Joseph Fezza is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2007 and is also affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jamal Scott is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he operates a sole proprietorship related to property rental in Miami, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.