Otavio Cordioli is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to joining the firm, he was employed by the Consulate General of Brazil in Miami and spent a decade at Servico Nacional de Aprendizagem Comercial (SENAC). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and simulations.

Mehwish Sana is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, BOKF, N.A., and Capital One. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Solarana is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Primerica Advisors, Primerica Financial Services, Hornor, Townsend & Kent LLC, Alliance Laundry Systems, and Opuscare. 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 and profit-sharing plans, corporations, and charitable organizations.

John Petrison is a Financial Consultant at Fidelity Investments. In his current role, he collaborates with clients to understand their financial objectives and shares Fidelity's perspective on strategies that may align with their goals. He facilitates the development and implementation of holistic financial plans. John has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience spans over several years within the firm, focusing on client financial planning and investment strategies.

Matthew McClellan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His work history includes roles at Truist Investment Services, INC. and Express Legal Services before joining LPL Financial in 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Pace is a financial advisor with Thrivent Investment Management in Delray Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as an elected board member at Trinity Lutheran Church and School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementation of recommendations. The firm combines goal-based analyses with managed-account programs under a consolidated billing option called “WealthPlan,” focusing on client planning rather than discretionary portfolio management.

Steven Duryee is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffrey Phipps II is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill Lynch since 2008, as well as Bank of America since 2011 and Janney Montgomery Scott from 2005 to 2008. Outside of his advisory role, he is employed in retail sales at several men’s apparel and restaurant businesses in New York. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Carlos Nino is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Joshua Aisenbaum is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., UBS, and Morris Tepper CPA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by proprietary research and a broad affiliate network.

Jason Mamalis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Raymond James since 2014 and has also been involved with Fiori Financial Group and Fluehr Wealth Management. Outside of his advisory roles, he owns JR Wealth Management LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and maintains a notable focus on municipal and public finance through a unique affiliation with a municipal advisor.

David Suarez Urbina is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and Bank of America. His background includes roles in both financial services and other sectors such as Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG frameworks within a non-discretionary program where clients retain final decision-making authority.

John Price is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes positions at Enterprise Holdings and West Chester University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, employing a structured financial planning process supported by firm-approved tools and models.

Robert Berrin is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Wall Street Financial Group, Inc. Outside of advisory work, he is involved in selling membership access to a nationwide chiropractor network for large employers. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation, portfolio optimization, and multiple management strategies.

Nicholas La Pato is a financial advisor with Merrill based in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill in two separate periods, from 2016 to 2018 and from 2022 to the present, and has also been employed at Bank of America since 2026. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Frankel is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Based in Boca Raton, FL, he serves individual and institutional clients through the firm. Edward Jones is a wealth management firm serving more than four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Natalie Wynter is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including TD Ameritrade, Edward Jones, Mutual of America, and Bank of America. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios guided by the Schwab Center for Financial Research.

Faith Heeg is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with Merrill since 1978. 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 and profit-sharing plans, corporations, and charitable organizations.

Brian Mckeever is a CFP®-certified financial advisor with LPL Financial in Delray Beach, FL, where he has worked since 2003. He has 27 years of industry experience. Outside of his advisory role, he is involved in coaching tennis and is a 50% partner in a dry cleaning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Chasser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a prior tenure with Wachovia Bank, N.A. dating back to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, leveraging research and analytics to support its investment approach.