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.

Bradford Norford is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Allianz Life Financial Services, Sage Advisory, and Citigroup Global Markets. Between 2018 and 2020, he was engaged in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

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 in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. Before joining Raymond James in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Marc Engelman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent three years with Morgan Stanley and Morgan Stanley Private Bank, N.A. in various roles. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Sjoblom is a financial professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Prior to that, she worked at Latitude Advisors, LLC and Medallion Advisory Services, LLC. Outside of her advisory work, Sjoblom coordinates the "Adopt a Class" program at Harbordale Elementary School and is a public speaker focused on professional development. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to various investment platforms, proprietary model strategies, and third-party advisers.

Garrick Gomez is a Series 66-licensed financial advisor with over 13 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at firms including Wells Fargo, HSBC, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates a range of eligible strategies, including ESG considerations.

William Fischer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erik Sanchez is a financial advisor with J.P. Morgan Securities in Aventura, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rachell Comunale is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and concurrently works at Bank of America, N.A. since 2018. Prior to her current roles, she worked at W Fort Lauderdale from 2016 to 2017. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Melissa Gerdes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of her advisory role, she is involved in musical activities, including singing in a choir and teaching voice lessons. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and resources.

David Savitz serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He brings 28 years of experience in financial consulting, specializing in creating personalized financial planning and investment strategies. David and his team work closely with clients to understand their unique financial situations and priorities, aiming to build long-term strategies that address their goals. His career includes progressive roles in financial services, including positions at Fidelity Investments since 2012, and earlier experience at MetLife Securities Inc., Wells Fargo Advisors, LLC, and Merrill Lynch dating back to 1998. Throughout his career, David has focused on holistic financial planning and investment management. Outside of his professional work, David enjoys attending concerts, participating in social events with friends, and engaging in recreational activities such as golf, tennis, outdoor adventures, and traveling.

Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a wide range of portfolio management styles and extensive affiliated research and advisory resources.

Carson Degen is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, where he has worked since 2026. His career includes diverse roles across industries such as design, education, and hospitality prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and third-party managers.

Carlos Romero is a financial advisor with Osaic who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. His prior work includes positions at IP Financial Advisory Services, Innovation Partners, Next Financial Group, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory roles, he serves as president and volunteer for the Temple Beth El Brotherhood, a nonprofit organization in Boca Raton, FL. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Nicholas Brown is a financial advisor with Osaic Wealth, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Valic Financial Advisors, Agia, Wells Fargo Clearing, and Banc of America Investment Services. Outside of advising, he serves as a manager for an LLC handling tax-related bookkeeping and also works as an agent offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm provides both brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and multiple program offerings.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.