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.

Denise Goldstein is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at BNY Mellon Securities Corporation and TIAA-CREF. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sara Robledo Gaviria is a Series 66-credentialed financial advisor with five years of industry experience. She has worked at Merrill since 2023 and previously held roles at Morgan Stanley Smith Barney LLC, the University of Miami, Tech Data Corporation, and Guerra Financial Group. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alfred Marsicano is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He also owns and operates AFM Wealth Management LLC, a support company for his advisory practice. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, and public entities. The firm offers specialized programs for small businesses and serves state and municipal clients through integrated public finance 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.

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 with Fidelity, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she participates in food delivery services and market research as a Dasher for DoorDash, an Uber driver, and a user tester for online platforms. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

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 with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Before joining Morgan Stanley in 2020, he worked at Ally Invest Securities LLC and Verizon Wireless. Outside of his advisory role, he is involved as an Amazon seller. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 market outcome modeling.

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.

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.

Heather Corbalis is a financial advisor with Merrill in Aventura, FL, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2007 and has prior work experience at Publix. Outside of her advisory role, she serves as trustee of a non-investment related family trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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.