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.

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.

Kevin Shurland is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored strategies without offering individual security recommendations as part of standalone planning.

Bernard Cohen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for nine years and has a background in education spanning four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform offering financial planning, model portfolio programs, third-party asset management, and institutional services.

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 with a Series 66 designation and one year of industry experience. He previously worked at T-Mobile USA, Inc. for seven years and has been with Merrill since 2022, concurrently associated with Bank of America since 2025. 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. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

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.

Paola Cabrera is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, while serving clients through both direct and employer-based agreements.

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 affiliated with LPL Financial. His prior experience includes roles at MassMutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, Inc., and Metropolitan Life Insurance Company. He is also active as an insurance agent focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

Hunpatin Euler Ajayi is a financial advisor at Equitable Advisors with a Series 66 credential. He has prior experience at Intuit Inc., Moss Adams, Deutsche Bank, and American International Group (AIG), and has been self-employed since 2013. Outside of his advisory role, he is involved with Aclouding, an additional business activity. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory programs.

Harry Sammons is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, Hi-Line Capital Management, Incapital LLC, and Piper Jaffray & Co. Sammons serves as a non-profit board member at St. Thomas Aquinas, where he participates in fundraising efforts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment portfolios developed by LPL’s Research Department and other strategists.

Jeffrey Cosby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Morgan Stanley. He is based in Coral Springs, FL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.