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 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of finance, she is a co-author of a business guide and works part-time as a server and independent contractor for a Creole food truck. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports clients with discretionary portfolio management and trade execution services.

Allen Weidman II is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kelly O'Brien is a financial advisor at Fidelity with Series 63 and Series 65 licenses and 14 years of industry experience. She has held various positions within Fidelity, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she participates in food delivery services and market research as a Dasher for DoorDash, a driver for Uber, and a tester for UserTesting. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ronald Gallagher is a Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in the financial services industry. He specializes in developing customized portfolio strategies and comprehensive financial solutions to help clients achieve their long-term financial objectives. Ronald works closely with individuals, professionals, families, and business leaders to create personalized wealth strategies that align with their goals and evolving needs. Throughout his career, Ronald has held positions at several leading financial institutions, including Evergreen Investments, MFS Investment Management, and AIG. His background includes roles such as Regional Vice President at MFS Investment Management and AIG, where he oversaw markets in Northern California and the New England region respectively. Ronald holds a Bachelor's Degree from Champlain College and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Ronald is actively involved in community activities such as Duxbury Youth Baseball and The Life Foundation. He resides in Weston, Florida with his fiancée, Alana, her two sons, and their Cavalier King Charles Spaniel, Gracie. He previously lived in Massachusetts, where he raised his three sons. Ronald enjoys alpine skiing, spending time on the water, traveling, and exploring ski resorts across the United States.

Megan Macgowan is a Certified Financial Planner® with 22 years of industry experience, currently advising clients at UBS Financial Services since 2012. She holds the Series 66 license and is a member of the CFA Institute and CFA South Florida Investment Professional Society. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

William Van Scoyoc is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he has acted as an independent contractor arranging potential buyers for a baseball card collection. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured conversations and proprietary tools, focusing on advisory services without providing individual security recommendations in standalone planning.

Brandon Johnson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ally Invest Securities LLC for three years. Outside of his advisory role, Johnson is involved as an Amazon seller. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Angelo Rannazzisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant and Investment Representative. Prior to joining Fidelity, Angelo worked as a Financial Adviser at Merrill Lynch and held positions such as Portfolio Manager at Opus Trading, President of JAW Trading LLC, and Firm Trader at Schonfeld Securities. With over 30 years of industry experience, Angelo is a Certified Financial Planner™ who partners with clients to develop and implement personalized financial plans aimed at achieving their financial goals and legacy wishes. He holds a California Insurance License.

Achilles Kontoyiannis is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is an officer of TIFFYNY Inc., a company involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning and advisory programs supported by structured planning tools and broad investment resources.

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.

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.

Heather Corbalis is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007, following one year at Publix. Outside of her advisory role, she serves as a trustee for a family trust unrelated to investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes tenure at Prudential Equity Group, LLC from 2001 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Elizabeth Allen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior roles include positions at HSBC Securities, Morgan Stanley, Merrill, and Banc of America Investment Services. She is based in Fort Lauderdale, FL. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.