Katelyn Pearson is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for seven years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Constance Kerr is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 firm-approved tools and a structured discovery process.

Kim Abello is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and possessing six years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 11 years. Outside of her advisory role, she serves as treasurer for the Drexel Arms Condominium Association in Lighthouse Point, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Mahesh Roopnarine is a Senior Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022 after previously working with JPMorgan. He brings over a decade of experience in the financial services industry, specializing in providing tailored wealth management strategies for high-net-worth clients, including business owners, corporate executives, retirees, and professional athletes. His approach focuses on understanding each client's unique financial situation and long-term goals to develop personalized strategies. Mahesh earned a Bachelor's degree in Finance from Florida Atlantic University and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation through The College for Financial Planning Institutes Corp. His client services include corporate executive services, legacy planning, liquidity management, retirement income planning, portfolio management, tax minimization, and managing new wealth. A native of Fort Lauderdale, Florida, Mahesh is of Trinidadian descent and maintains an active presence in the South Florida community. Outside of his professional work, he enjoys traveling, spending time with his family, playing sports, and running with his German Shepherd, Rocky.

Deborah Mansour is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Her other business activities include outside fixed insurance sales. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning services covering areas such as retirement, education, risk, and wealth-transfer planning.

Jessica Best is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior work history includes roles at UBS Financial Service, Inc., Fidelity Investments, and Charles Schwab Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates advanced modeling techniques such as Monte Carlo simulations in its planning process.

Stephanie Greeson is a Series 66 licensed financial advisor with Charles Schwab in Fort Lauderdale, FL, where she has worked since 2011. She has 14 years of industry experience and has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab during her career. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative-investment onboarding process.

Jill Conrad is a financial advisor at Morgan Stanley with nine years of industry experience. She has held roles at Morgan Stanley since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Conrad holds a Series 66 designation and is based in Boca Raton, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning using structured discovery methods and firm‑approved tools, supporting clients with a range of advisory programs and investment products.

Joseph Travagline is a financial advisor with Wells Fargo Clearing in Pompano Beach, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Allen is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alberto Perez Gonzalez is a financial advisor at Merrill based in Coral Springs, FL, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America, N.A. and has seven years of experience at T-Mobile USA, Inc. 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, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Brian Currie is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Stefan Zdravkovic is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Paulson Investment Company and Maxim Group. Outside of finance, he has operated a catering business for several years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Dahianna Madera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at UBS Financial Services, J.P. Morgan Securities, and Bank of America/Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bernie Mena is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013, with prior experience at Mercury Insurance Group from 2003 to 2016. Outside of advisory roles, he teaches securities licensing classes and operates a legal entity for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Zachary DeCraine is a Financial Consultant at Fidelity Investments, where he utilizes the company's extensive resources to assist clients in planning and investing for retirement and other financial objectives. He aims to provide clients with tailored plans that help them pursue their goals with confidence. Zachary has experience in various financial roles, including his current position as Financial Consultant since 2024 and his previous role as Investment Consultant at Fidelity Investments from 2022 to 2024. Prior to that, he worked as an Investment Associate at Provenance Wealth Advisors from 2021 to 2022, a Paraplanner at Ameriprise Financial from 2019 to 2021, and a Senior Operations Analyst at Merrill Lynch from 2016 to 2018.

Kevin Wehn is a CFP® with 29 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He is also involved in insurance sales, offering various life and fixed insurance products through a licensed practice. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment solutions, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

Paul Sjogren is a financial advisor at Morgan Stanley with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a high school football and softball referee through local sports associations in Florida. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and resources to support its advisory programs.

Gabriel Bustamante is a CFP® professional with 19 years of industry experience, currently advising at LPL Financial since 2026. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as Metlife Securities and Metropolitan Life Insurance Company. He also holds an outside insurance sales position focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Joseph Gentilucci is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan entities since 2018. Outside of his advisory role, he is involved in real estate ownership and management through several partnerships and LLCs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.