Keith Aebischer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1999. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, investment advisory, and access to various institutional products.

Stephane Alcius is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Robinhood Financial, WSNE Inc, Wells Fargo Clearing LLC, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered funds.

Joseph Eppy is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has been with MML Investors Services since 1994 and with Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he is the founder and CEO of Stress-Free Parenting LLC and serves as a board member for Oakstone Academy, a special needs school for children with autism. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and provides educational seminars alongside various investment programs.

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior experience includes roles at LPL Financial, Kestra Advisory, and his own firms, Berk Wealth Management and Peak Strategies LLC, where he currently serves as CEO. Outside of his advisory work, he is a part owner of LGB Public Relations, an entertainment public relations company, for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary advice supported by analytical tools and maintains a broad advisor network that includes municipal advisory services and specialized retirement plan consulting.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, CITIGROUP, and Societe Generale Corporate and Investment Bank. Duchemin also held real estate licenses while working with multiple firms between 2021 and 2026. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm combines advisory and brokerage solutions through extensive use of LPL-sponsored programs and endorsed third-party managers.

Jordan Bluestein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth planning services tailored to young professionals, individuals, and families through various stages of life. Jordan emphasizes building long-term relationships with clients to understand their unique financial goals and develop customized wealth plans. Jordan holds a Bachelor's Degree in Risk Management and Insurance from Florida State University. He began his career as an underwriter with a major insurance company before transitioning into wealth management. His expertise encompasses college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, retirement income, and managing new wealth. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Jordan enjoys adventure sports, golfing, soccer, tennis, and spending time with his family.

Thomas Fread is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he serves as Chair of the Board of Directors at Nova Southeastern University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Oswaldo Pelaez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, with prior roles at SS White Technologies Inc and NextEra Energy. Pelaez serves as a board member and treasurer on the finance committee of the Rotary Club of Hallandale Beach Aventura. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through structured processes and planning tools, managing approximately $2.74 trillion in client assets.

James Feit is a financial advisor at Raymond James & Associates with 48 years of industry experience. He has been with Raymond James & Associates since 1999. Feit holds the Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Andres Bayona is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiserv, GWFS Equities/Empower, JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Behr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, where he spent a combined 16 years. Outside of finance, he is involved in music production through a joint ownership of Wildmare Productions LLC. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Kelly Daulerio is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors, Kelly worked at Primerica Financial Services and has experience in sales of investment-related products and loan and home service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services delegated to BNY Mellon Advisors and Pershing.

Brian Lum is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lum is involved as a brand ambassador and affiliate marketer for several companies in healthcare and retail, including PlatinumLED Therapy Lights, Moment Pickleball, Piurify, and Honey Stinger. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored plans supported by firm-approved planning tools and a structured process, serving a broad range of clients through various investment and advisory programs.

Scott Singer is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2016. Merrill, together 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Bernard Budd is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC and a long-standing association with Wachovia Bank, N.A. since 1999. 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 advisory process incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Thieme is a CFP® designated financial advisor with Morgan Stanley in Fort Lauderdale, FL, bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, and previously at Bank of America and Merrill Lynch from 2016 to 2021. Outside of his advisory work, he is involved in the automotive aviation sector through V1Aero and serves as Treasurer and Board Member for The Parks Foundation of Broward County. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs focused on tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Alexander Marchuk is a financial advisor at Wells Fargo Advisors with three years of industry experience. He previously worked at Fifth Third Bank for eight years. Marchuk owns and operates Marchuk Capital Management LLC in Fort Lauderdale, Florida. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop recommendations.

Kylie Ferraro is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and having seven years of industry experience. Prior to her current role starting in 2019, she worked full-time in education for four years. Outside of her advisory work, she appeared on the television show House Hunters and works as a youth soccer referee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves a broad client base through various retail and institutional offerings.

Daniel Klonsky is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Klonsky is currently based in Boca Raton, FL. 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 that utilizes structured discovery conversations and advanced modeling tools.