Sarun Ponluang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles at Tesla, the U.S. Army, and involvement in a family-owned business, Mama Asian Noodle Bar LLC. He has also spent time in academic settings, including the University of North Carolina Chapel Hill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Tracey Keith is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is involved with Quick Drop International as an area developer and performs bookkeeping duties, and she is a non-working officer at a real estate brokerage firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, he worked as a self-employed graphic designer and held roles at Nova Southeastern University, Anywhere Works, and Study and Travel. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Iriz Aldabert is a financial advisor at Merrill with seven years of industry experience. He has held positions at Merrill since 2019, with prior roles at Morgan Stanley and Wells Fargo. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers various investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader platform.

David Diaz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving high net worth individuals, family offices, non-profits, and corporations with wealth management strategies since 1987. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), which he obtained in 2001, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and credentials in Sports & Entertainment (SE). David's expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. He earned a Bachelor's degree from Florida State University. Residing in South Florida with his wife and three children, David is active in his community through his church and his children's schools. His personal interests include baseball, camping, fishing, hunting, reading, spending time with family, and traveling.

Gina Ferreira is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Jefferies Investment Advisers LLC, Jefferies LLC, and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with a network of over 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional consulting services to a diverse client base including individuals, pension plans, corporations, and government entities, and maintains notable capabilities in municipal and public finance.

Nicholas Hernandez is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and ParmaMarket. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carlos Abreu Jr. is a financial advisor with Primerica Advisors in Hialeah, FL, holding a Series 65 designation and eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and previously spent ten years at Dade Christian. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Anydelisse Santiago Miranda is a Series 66-licensed financial advisor at Merrill with one year of industry experience. She previously worked at Oppenheimer for 11 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jeremy Schinder is a financial advisor with LPL Financial in Hollywood, FL, holding Series 65 and Series 66 licenses and 16 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Kestra Financial Services, Inc. and has been associated with FDR Financial Group Inc. since 2011. He is also a licensed, active attorney in West Palm Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing diverse management approaches and research resources.

Mark Hopper is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2015, he co-founded the Stoss Hopper & Associates group, focusing on the financial affairs of families and institutions. His role centers on designing and implementing customized wealth management strategies that address clients' priorities and help them achieve their financial goals. Mark's expertise includes family wealth management strategies, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida State University. Originally from New York, Mark now resides in Fort Lauderdale, South Florida, with his wife Amy and their son Henry. He is involved with the organization A Prom to Remember, reflecting his community engagement. Outside of work, Mark enjoys spending time with his family, traveling, and golfing.

Yan Binder is a financial advisor with Morgan Stanley in Aventura, Florida, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019, following a prior role at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory work, he is the sole proprietor and business developer of Yemoh LLC, a retail and online store based in Parkland, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a large network of financial advisors.

Joseph Sacco is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients with specialized public finance and investment banking capabilities.

John Flynn is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Flynn serves as co-trustee for a family education trust and participates on the finance and investment committees of Christ Church School in Fort Lauderdale. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Pedro Rocha is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch and Wells Fargo Bank. Outside of his advisory role, he is the owner of a property management business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marcel Camet is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their unique goals and needs. He leverages Fidelity's resources and his expertise to create investment strategies aimed at helping clients navigate today's markets with confidence. Marcel has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Workplace Planning Consultant III before becoming an Investment Consultant in 2024. Prior to joining Fidelity, he worked at Alternative Investments Incapital from 2018 to 2021. Outside of his professional work, Marcel has interests in art, boating, cooking and baking, music, photography, and traveling.

Sharie Behnam is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Manuel Tezanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, and previously at Citibank Na from 2009 to 2019. Outside of his advisory role, he is a BeachBody coach, providing exercise coaching. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jadel Lavin is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2025, Lavin worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Lavin is involved in property management as a partner in an investment property business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual plans and corporate arrangements.

Frederick Hahn is a financial advisor with UBS Financial Services in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets functions.