Valerie Ramo is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and concurrently at City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gustavo Ventura is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Ft Lauderdale, FL, having joined the firm in 2025. Prior to this, he worked at Bank of America Merrill Lynch for eight years and PNC Financial Services for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with multiple Cetera entities as well as Summit Financial Group and VSR Financial Services. Outside of her advisory role, she is involved as a wellness advocate for essential oils. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services. The firm operates a multi-manager platform that provides advisors with access to affiliated and third-party managers, supporting various investment strategies and account structures.

Alfred Marsicano is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He is also president and independent contractor of AFM Wealth Management LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains distinct municipal advisory 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.

Polychronis Bonaros is a financial advisor with OSAIC in Boca Raton, FL, holding a Series 66 credential and 21 years of industry experience. He worked at Signator Investors Inc from 2008 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he serves as Managing Director of Paradigm Wealth, LLC, where he is involved in sales and marketing. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Daniel Neuman is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ronald Gallagher is a Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in the financial services industry. He specializes in developing customized portfolio strategies and comprehensive financial solutions to help clients achieve their long-term financial objectives. Ronald works closely with individuals, professionals, families, and business leaders to create personalized wealth strategies that align with their goals and evolving needs. Throughout his career, Ronald has held positions at several leading financial institutions, including Evergreen Investments, MFS Investment Management, and AIG. His background includes roles such as Regional Vice President at MFS Investment Management and AIG, where he oversaw markets in Northern California and the New England region respectively. Ronald holds a Bachelor's Degree from Champlain College and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Ronald is actively involved in community activities such as Duxbury Youth Baseball and The Life Foundation. He resides in Weston, Florida with his fiancée, Alana, her two sons, and their Cavalier King Charles Spaniel, Gracie. He previously lived in Massachusetts, where he raised his three sons. Ronald enjoys alpine skiing, spending time on the water, traveling, and exploring ski resorts across the United States.

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.

Katelyn Pearson is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill for seven years before joining Raymond James & Associates, where she has been since 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.