Jason Oestreicher is a CFP® professional with 19 years of industry experience. He is currently with Osaic Wealth, Inc. and has prior experience at VALIC Financial Advisors and Agia. In addition to his advisory work, he is a notary and is involved in selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party partnerships to manage portfolios across various asset classes.

Carlos Abreu Jr. is a financial advisor with Primerica Advisors in Hialeah, FL, holding a Series 65 designation and eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and previously spent ten years at Dade Christian. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Anydelisse Santiago Miranda is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked at Oppenheimer for eleven years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Woodburn is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles at Wells Fargo Advisors as well as positions at Palm Beach Gardens Fire Rescue, Acts Retirement Life Communities, Brown and Brown Insurance, Florida Atlantic University, and Westminster Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options, including niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo's research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Jeremy Schinder is a financial advisor with LPL Financial in Hollywood, FL, holding Series 65 and Series 66 licenses and 16 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Kestra Financial Services, Inc. and has been associated with FDR Financial Group Inc. since 2011. He is also a licensed, active attorney in West Palm Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing diverse management approaches and research resources.

Mark Hopper is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2015, he co-founded the Stoss Hopper & Associates group, focusing on the financial affairs of families and institutions. His role centers on designing and implementing customized wealth management strategies that address clients' priorities and help them achieve their financial goals. Mark's expertise includes family wealth management strategies, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida State University. Originally from New York, Mark now resides in Fort Lauderdale, South Florida, with his wife Amy and their son Henry. He is involved with the organization A Prom to Remember, reflecting his community engagement. Outside of work, Mark enjoys spending time with his family, traveling, and golfing.

Yan Binder is a financial advisor with Morgan Stanley in Aventura, Florida, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019, following a prior role at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory work, he is the sole proprietor and business developer of Yemoh LLC, a retail and online store based in Parkland, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a large network of financial advisors.

Joseph Sacco is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

John Flynn is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Flynn serves as co-trustee for a family education trust and participates on the finance and investment committees of Christ Church School in Fort Lauderdale. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Thomas Sawyer II is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. He holds the PFS™ and Series 63 credentials. His prior experience includes roles at Ameriprise, Integrated Wealth Concepts, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory work, he serves as Treasurer for multiple nonprofit organizations and operates a CPA firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes tailored, non‑discretionary planning based on risk profiling and analytical modeling, supporting clients through its advisory programs and partnerships.

Alexander Graham is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a board member of the Plantation Seventh-Day Adventist Church. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment vehicles to manage portfolios on both discretionary and non-discretionary bases.

Pedro Rocha is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch and Wells Fargo Bank. Outside of his advisory role, he is the owner of a property management business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marcel Camet is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their unique goals and needs. He leverages Fidelity's resources and his expertise to create investment strategies aimed at helping clients navigate today's markets with confidence. Marcel has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Workplace Planning Consultant III before becoming an Investment Consultant in 2024. Prior to joining Fidelity, he worked at Alternative Investments Incapital from 2018 to 2021. Outside of his professional work, Marcel has interests in art, boating, cooking and baking, music, photography, and traveling.

Sharie Behnam is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Manuel Tezanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, and previously at Citibank Na from 2009 to 2019. Outside of his advisory role, he is a BeachBody coach, providing exercise coaching. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jadel Lavin is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2025, Lavin worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Lavin is involved in property management as a partner in an investment property business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual plans and corporate arrangements.

Anthony Tortoriello is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, following his start at Morgan Stanley Smith Barney in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by approved tools and models outcomes using methods such as Monte Carlo simulations.

Joan Morgan Brown is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 24 years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Merrill Lynch for 12 years. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Mark O'Leary is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Mark earned a Bachelor's Degree from the State University of New York. His expertise includes wealth management and personal investment advising, supporting clients in achieving their financial goals.

Iryna Vitiuk is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in an online business selling baby products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.