Anthony Navarro is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory work, Navarro serves as treasurer of the Palm Bay Yacht Club in Miami, where he is involved in budgeting and property management activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and tailored recommendations supported by in-house research and tools.

Noah Solomon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Juan Carlos Bastida is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, their families, and their businesses. Juan Carlos focuses on family wealth management strategies, international wealth management, portfolio management services, individual and corporate investment strategy, and retirement income planning. Juan Carlos earned his bachelor's degree in finance from the University of Arizona, Eller College of Management. He holds the Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He is fluent in both English and Spanish. His approach emphasizes tailoring financial strategies to individual goals and priorities, relying on the combined resources of Merrill Lynch and Bank of America to deliver comprehensive wealth management and banking solutions. Outside of his professional role, Juan Carlos enjoys football, traveling, and spending time with his family.

Maria Oliva is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Yousef Surmawala is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding a Series 63 credential and having 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with Massachusetts Mutual Life Insurance Company since 2016. His activities include life, health, group health, disability insurance sales, and service of fixed insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved software and collaborative planning processes.

Eric Mathes is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Kestra Financial Services and through his own FDR Financial Group. Mathes is involved in non-variable insurance as an investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

David Nagel is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for six years. Prior to his financial services career, he had roles at Dicks Sporting Goods and Aflac. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Emily La Dow is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill from 2021 to 2025 and has a diverse background including roles at CompHealth and involvement with companies in renewable energy and food sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Richard Cahlin is a financial advisor with LPL Financial in Aventura, FL, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its affiliate since 2013. Cahlin is also involved with Cahlin & Associates, Inc., a CPA services firm based in Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Scott Waldman is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and having 25 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He is also the owner and trustee of Waldman Wealth Management LLC, a related investment entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with a planning approach that is typically discrete and optional for implementation through various brokerage or advisory programs.

Christopher Iser is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC, with over 18 years combined at those firms before joining Morgan Stanley. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support its financial planning process.

Kevin Hawthorne is a financial advisor with J.P. Morgan Securities in Pembroke Pines, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Before joining J.P. Morgan Securities in 2026, he worked at David Learner Associates and has held various positions in the retail and hospitality sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Perez is a CFP® with 24 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He is based in Ft. Lauderdale, FL. Outside of his advisory role, he is the managing member of MEGAN PEREZ DESIGNS, LLC, an interior design consulting business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Cesar Aran is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63, 65, and 66 licenses and 32 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, Aran co-owns VALEKO LLC with his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process utilizing firm-approved tools and market outlook models.

Ethan Bashan is a financial advisor with Morgan Stanley in Plantation, FL, holding the Series 66 designation and four years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory role, he is involved as a manager and member of The Creative Sanctuary, a healthcare-related business in Davie, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad array of investment programs.

Danielle Martinez is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Securities America Advisors, Inc. and Investacorp Inc. She also provides administrative support to financial advisors through Associated Investor Services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing in portfolio construction across various securities and investment types.

Griselda Uzcategui is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she is a notary public in Broward County, Florida, and holds a 20% ownership in Corporation Britanica 5G, Ltd. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and advisory services, with a focus on tailored, non-discretionary investment consulting supported by proprietary research and a wide range of portfolio management strategies.

Erika Romance is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, she worked at Voya and Voya Financial Partners. She is also the vice president of DistriGlobal USA Inc., a non-investment business activity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools and advisory services without offering individual security recommendations as part of standalone plans.

Nancy Daoud is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has been with Ameriprise and its affiliate firms since 1989. Outside of her advisory role, she manages her own financial advisory practice management business. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Gunnar Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant from 2025 to 2026, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025, all within Fidelity Investments. In his work, Gunnar collaborates with clients to develop financial plans aimed at guiding them and their families over the long term. He emphasizes understanding clients' current financial situations and establishing actionable goals to work towards their objectives.