Olga Davydchenko is a financial advisor at Ameriprise with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset requirements, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its advisors.

Jackier Hurtado is a financial advisor with Morgan Stanley in Plantation, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley, Hurtado worked at Citigroup Global Markets starting in 2004. Outside of financial advising, Hurtado is a yacht broker with World Maritime Exchange, dedicating several weekend hours to this activity. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using a structured process and various analytical tools, serving clients both directly and through corporate financial planning agreements.

Robert Eigen is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Elizaveta Mccartney is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets in Parkland, FL. She has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Don Weiher II is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Bank of America NA and Merrill. Outside of his advisory work, he serves as treasurer for the Saint Anthony Catholic School Safe Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Kirk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, Kirk owns and manages Clover Club Worldwide LLC, an indoor golf facility. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, supporting clients with investment advisory services alongside diverse investment offerings.

Jeremy Voccia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at GWN SECURITIES, Inc. from 2019 to 2021 and has experience outside finance at Village Tavern from 2012 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work.

Eric Applewhite IV is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Toast Inc. and Paychex. 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 supported by structured discovery processes and firm-approved tools.

Dorian Waserman is a financial advisor with UBS Financial Services in Plantation, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He joined UBS in 2021 after working at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

John Mckeown is a financial advisor with OSAIC based in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn/Sii from 2011 to 2018. Mckeown is also involved in sales and marketing of securities, investment advisory, and insurance products through his business, Paradigm Wealth. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to third-party managed accounts.

Michael Kahn is a Wealth Management Advisor with over 30 years of experience at Merrill Lynch Wealth Management. He leads The Kahn Freites Group, which serves a select group of families focused on pragmatic investing and personalized wealth management strategies. Michael’s approach emphasizes understanding clients’ financial goals and emotions to create flexible investment plans aligned with their long-term objectives. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Michael’s areas of expertise include college education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services. Michael lives in Plantation Acres with his wife Debbie, a retired third-grade teacher. He is actively involved in the community as a volunteer high school football coach at St. Thomas Aquinas, where several of his players have advanced to college and professional football. An avid runner, Michael has completed numerous half marathons and six full marathons, including the Boston Marathon.

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.

Jason Semel is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning solutions.

Aquilino Mayo is a financial advisor with OSAIC in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has previously worked at Sagepoint Financial, Inc., Equity Services, Inc., and National Life Group. Mayo is also president of Mayo Vera Financial Group LLC, which sells fixed insurance products including life, health, fixed annuities, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors and uses tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

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.

Mary Ferreira is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has two years of industry experience, including prior roles at Bank of America N.A. and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

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.

Marshall Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for seven years. Outside of his advisory role, Rosen operates a boat chartering business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios comprising various asset classes.

Rory Doyle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved in a carpentry business, Rosalie's Son Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.