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.

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.

Hakeem Muhammad is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Merrill for seven years and spent three years with Paramount Residential Mortgage Group. He serves as treasurer for the National Association of Real Estate Brokers (NAREB) of South Florida, where he delivers presentations and manages financial documentation for the nonprofit organization. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

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.

Alex Tuttle is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Ameriprise Financial and Mass Mutual Investors Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment process.

Julio Blanco is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He previously worked at MetLife Securities, Inc. from 2008 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is involved as an agent in life settlements and viaticals and serves as vice president of a family business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software to analyze client goals and offers collaborative annual planning relationships without discretionary investment authority.

Mark Sutain Jr. Jr. is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC, Summit Financial Group Inc, and operating B'ing The Best, Inc DBA McDonald's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured tools and the firm’s Global Investment Committee.

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.

Miguel Rodriguez is a financial advisor with OSAIC in Coral Springs, FL, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His career includes roles at LerroSarbey, PLLC, Miguel J Rodriguez CPA PA, and Eq Financial Consultants, Inc. He serves on the boards of several nonprofit organizations in South Florida, including The Christian Community Foundation of South Florida, Inc. and Sheridan House, Inc. OSAIC Wealth, Inc. serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Alfred Marsicano is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He is also president and independent contractor of AFM Wealth Management LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains distinct municipal advisory capabilities.

Kenny Davin is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals focused on building and maintaining strong client relationships. He works closely with clients and their families to manage their overall wealth and support them in making informed financial decisions to handle life events. Kenny has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2010, including Vice President and Wealth Planner, Financial Consultant, and Investor Center Investments Representative. Prior to joining Fidelity, he worked as a Financial Representative at Dade County Federal Credit Union from 2007 to 2010. Outside of his professional responsibilities, Kenny is involved in family activities and volunteering.

Regine Carisma is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked at PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of her advisory role, she is involved with a Creole food truck business as a server and independent contractor, and she is co-author of a book on creating soul-aligned businesses. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.