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 at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2004 to 2009. Outside of his advisory work, Hurtado is involved as a yacht broker with the World Maritime Exchange. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and the Global Investment Committee’s investment insights.

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 at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Weiher serves as treasurer for Saint Anthony Catholic School’s safe board in Fort Lauderdale, reviewing and discussing the school’s finances. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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 CFP® professional with seven years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at GWN SECURITIES, Inc. from 2019 to 2021. Outside of finance, he has experience in the hospitality industry with eight years at Village Tavern. 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 investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and specialized municipal advisory services.

Dorian Waserman is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and Prudential Equity Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor investment plans. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Andrea Pfeffer is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved in real estate investing as a director and partner in private real estate-related entities. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutions, offering tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a variety of investment and planning services across retail and institutional segments.

Alina Badretdinova is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2014, including prior roles at JPMORGAN Chase Bank from 2011 to 2017. 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 advisory process incorporates centralized due diligence combining quantitative and qualitative research, with a focus on eligible investment strategies that may include ESG criteria.

Michael Kahn is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1991 and at Bank of America, NA since 2010. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies and emphasizes tax-efficient implementation, operating with integration across Bank of America affiliates and a comprehensive banking and capital-markets platform.

Anthony Navarro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wachovia Bank, N.A. and Wells Fargo Clearing. Navarro also serves as Treasurer for the Palm Bay Yacht Club, where he participates in budget review and maintenance discussions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of financial planning and investment services to individuals, trusts, and institutional clients, using proprietary research and planning 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.

Aquilino Mayo is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Sagepoint Financial, Equity Services, and National Life Group. Outside of his advisory role, he serves as President of Mayo Vera Financial Group LLC, which sells fixed insurance products, and acts as an agent for Creative Financial Network, focusing on life and health insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and supports a variety of investment programs delivered through its affiliated broker-dealer and investment advisory relationships.

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.

Maria Oliva is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Mary Ferreira is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. She previously worked at Bank of America N.A. and Merrill for ten years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes non-discretionary advice, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 designations and has previously worked at Sagepoint Financial, Inc. and MSI Financial Services, Inc. Outside of his advisory role, he owns and operates Deluxe Charters LLC, a boat chartering business in Florida. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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.

Eric Mathes is a Series 66-licensed financial advisor with LPL Financial, bringing 23 years of industry experience. His prior firms include Kestra Financial Services and the FDR Financial Group, where he has maintained a longstanding affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.