Alexandra Frederique is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. She has extensive experience with Fidelity, having held multiple roles including Planning Consultant, Relationship Manager, and Financial Representative since 2019. Prior to joining Fidelity, Alexandra worked as a Financial Counselor at Operation Hope and as an Enrollment Advisor at VALIC Financial Advisors. Her background in non-profit and education sectors contributes to her approach in financial planning, emphasizing empathy and partnership with clients. Alexandra collaborates with families to develop financial plans that focus on emergency preparedness, protection, and growth to provide peace of mind. Outside of her professional career, Alexandra enjoys activities such as spending time at the beach, engaging in family activities, visiting museums, volunteering, and practicing yoga.

Manuel Mendez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Roy Jeffers is a financial advisor with Primerica Advisors in Coral Springs, FL. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. He has worked with PFS Investments Inc and Primerica Financial Services since 1999 and operates Jeffers Incorporated, which has been in business since 1990. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and includes discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ruben Benharrouch is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array 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-based modeling.

Renato Castro is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Anthony Fantigrossi is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. Prior to joining Merrill Lynch, he worked at UBS and Morgan Stanley, building expertise in wealth management across a diverse client base including retirees, small business owners, professionals, and high net worth families. Anthony holds several FINRA registrations including Series 7, 66, and 3, as well as the Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC) designations. His professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Anthony is committed to connecting all aspects of his clients’ financial lives through disciplined planning, risk management, and a deep understanding of market dynamics. He works closely with individuals, families, and businesses to develop personalized financial plans aligned with their goals. Anthony earned a Bachelor's Degree from Saint John Fisher College. Outside of his professional role, he enjoys basketball, cooking, football, golfing, music, spending time with his family, and traveling.

Stephen Jurrissen is a Financial Consultant at Fidelity Investments. In his current role since 2023, he utilizes Fidelity's resources to assist clients with retirement planning, tax-efficient investing, business succession strategies, and other financial decisions aligned with their long-term objectives. He emphasizes personalized planning, ongoing reviews, and team-based support to help clients stay informed and prepared as their needs evolve. Prior to his current position, Stephen worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he served as a Financial Advisor at Edward Jones from 2014 to 2021.

Gregory Roth is a Certified Financial Planner™ with 38 years of industry experience. He is currently with Morgan Stanley in Fort Lauderdale, where he has worked since 2022. Prior to that, he spent eight years at UBS Financial Services. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Natalia Alarcon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she assists her spouse with a pizzeria business in Fort Lauderdale on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Mauricio Steinmann is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Pfs Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to advisory work, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure.

Alexander Porter is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Govine Insurance LLC, and the University of Miami Rosenstiel School, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes a consolidated billing option called “WealthPlan,” allowing clients to combine planning with managed-account services while keeping them separate.

Bradford Norford is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc, Sage Advisory, Allianz Life Financial Services LLC, and UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers additional resources such as affiliated banking and securities-backed lending programs.

Thomas Wahl Jr. is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Roy Savarick is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roy has a background that includes both a Bachelor's and a Master's degree from Brooklyn College. Additional details about his areas of expertise, experience, or personal interests have not been provided.

Charles Mckee Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding successful individuals, families, and business owners through complex financial decisions by applying a disciplined, client-first approach that emphasizes strategic planning and long-term vision. As part of The Mehta and McKee Wealth Management Group, he utilizes the SMART² framework to create personalized strategies encompassing retirement planning, tax-efficient solutions, and legacy building. Charles holds a Bachelor's Degree from Ohio Wesleyan University and an MBA from the University of Miami. He also carries the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Exchange Club, and he maintains active involvement in the Fort Lauderdale community. Outside of his professional pursuits, Charles enjoys boating, fishing, golfing, hunting, scuba diving, skiing, swimming, tennis, traveling, and spending time with his family. He is a father of two and a University of Miami alumnus.

Amanda Conde is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Amanda worked at TruStage - Dade County Federal Credit Union and held various roles at Nova Southeastern University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, emphasizing an advisory role without offering individual security recommendations as part of standalone plans.

Michael Zalkind is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2026 before joining Raymond James in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary planning and portfolio recommendations supported by extensive research and municipal finance capabilities.

Marc Engelman is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Christine Sjoblom is a Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Outside of her advisory role, she serves as a coordinator for the Adopt a Class program at Harbordale Elementary School and works as a public speaker focused on professional development. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary implementation options tailored to client objectives.

Garrick Gomez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including HSBC Bank USA, Wells Fargo, and Strategic Wealth Designers. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.