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.

Fernando Alvarez is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fanatics, Inc., the College Football Hall of Fame, and Legends Sports Media. Alvarez is also a member and treasurer of Network Professionals International, where he manages fee collection for the group. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to align with various program models and third-party managers, offering a broad range of investment options and ERISA fiduciary services.

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.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and the application of an ESG eligibility framework in its investment 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 credentials and three years of industry experience. Prior to joining Merrill, he worked at Truist Investment Services and Truist Advisory Services. Outside of the financial industry, he has experience in the food service and towing businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors in Plantation, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2016 and previously held roles at Nova Southeastern University and Auto Works Collision & Paint. Vignola serves as a board member of the Ignite Empowerment Community Center and is also a licensed real estate agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of advisory services through a network of independent professionals, employing multiple investment platforms and a mix of proprietary and unaffiliated 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.

Bryant Hernandez is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TD Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Gammerman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she is the owner of LIORA LLC, a business unrelated to investment activities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at Raymond James & Associates with 21 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns and operates a fine art photography business in Fort Lauderdale. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by affiliated research and sub-advisers.

Julio Blanco is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at MetLife Securities, Inc. for nine years before joining Massachusetts Mutual Life Insurance Company and its subsidiary MassMutual Investors Services. Outside of his advisory role, Blanco is active as an agent in life settlements and viaticals and serves as vice president of a family business without compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including educational seminars and specialized planning services such as divorce and estate settlement planning.

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.