Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.

Beylli Meza is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Wachovia Bank, Wells Fargo Advisors, and Wells Fargo Clearing before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based modeling techniques.

Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Brandon Cuenca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, and Bank United. 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.

Taylor Jeziorski is a financial advisor with LPL Financial in Hollywood, FL, holding the CFA® designation and Series 66 license, with two years of industry experience. He previously worked at JPMorgan Chase for nine years and is also associated with FDR Financial Group Inc. Jeziorski maintains involvement with FDR Financial Group Inc. alongside his role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Catherine Murphy Leopold is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Morgan Stanley and Prudential entities prior to joining Equitable Advisors in 2023. She serves on the Greater Sunrise Chamber of Commerce board, teaches undergraduate literature and disciplinary studies as an adjunct professor at Nova Southeastern University, and is an advisory board member for the Salvation Army in Fort Lauderdale. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party programs to deliver customized investment solutions.

Carlos Bonzon Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2019. He serves on the board of the Bonzon Family Foundation, a nonprofit focused on education and medical causes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Kelby Bertolett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Sportslink, Bank of America, and Truist Financial Corporation. Outside of his advisory role, he is involved in sports broadcasting with ESPN on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

John Holian is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of his advisory role, he owns Griffin Planning, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Ana Perera is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has served at Merrill since 1990. Outside of her advisory role, she is a board member of the United Way of Palm Beach County, where she participates in reviewing financial statements and overseeing budget and policy decisions. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Cardenas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Citigroup, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets services.

Marcela Melian is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Ocrolus and GLG Gerson Lehrman Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Martin Norcini is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Norcini serves as President of the Board of Directors and Treasurer of the Villa Biltmore Condominium Association and is a member of the Board of Directors of the South Florida Veterans Affairs Foundation for Research and Education. 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 capital market assumptions and research to tailor investment strategies according to client goals and risk tolerances.

Jorge Machado is a financial advisor with LPL Enterprise holding a Series 65 designation and 19 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Machado is involved in the property and casualty insurance business through TZ Ins & Fin'l Services, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products such as insurance and trust services.

Nicholas Dawit is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is the sole proprietor of a private investment pass-through company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Alfonso Tangherlini is a financial advisor with LPL Financial based in Miami, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Citigroup, Cetera Investment Services, Regions Bank, and Wells Fargo Clearing. 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, including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Joseph Mahoney III is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Stephen Cooney is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside over two decades at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Philip Fazio is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and having 23 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he serves as an adjunct finance professor at Nova Southeastern University and Lynn University, teaching corporate and international finance courses, and participates as a committee member providing cost-saving advice for a homeowners association. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.