Christopher Iser is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC, with over 18 years combined at those firms before joining Morgan Stanley. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support its financial planning process.

Kevin Hawthorne is a financial advisor with J.P. Morgan Securities in Pembroke Pines, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Before joining J.P. Morgan Securities in 2026, he worked at David Learner Associates and has held various positions in the retail and hospitality sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Perez is a CFP® with 24 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He is based in Ft. Lauderdale, FL. Outside of his advisory role, he is the managing member of MEGAN PEREZ DESIGNS, LLC, an interior design consulting business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Carlene Wint Campbell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Cetera and its related entities since 2019. Outside of her advisory role, she provides business optimization consulting services for Mosaic Strategic Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a large national network of independent advisors.

Cesar Aran is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63, 65, and 66 licenses and 32 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, Aran co-owns VALEKO LLC with his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process utilizing firm-approved tools and market outlook models.

Ethan Bashan is a financial advisor with Morgan Stanley in Plantation, FL, holding the Series 66 designation and four years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory role, he is involved as a manager and member of The Creative Sanctuary, a healthcare-related business in Davie, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad array of investment programs.

Danielle Martinez is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Securities America Advisors, Inc. and Investacorp Inc. She also provides administrative support to financial advisors through Associated Investor Services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing in portfolio construction across various securities and investment types.

Griselda Uzcategui is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she is a notary public in Broward County, Florida, and holds a 20% ownership in Corporation Britanica 5G, Ltd. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and advisory services, with a focus on tailored, non-discretionary investment consulting supported by proprietary research and a wide range of portfolio management strategies.

Erika Romance is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, she worked at Voya and Voya Financial Partners. She is also the vice president of DistriGlobal USA Inc., a non-investment business activity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools and advisory services without offering individual security recommendations as part of standalone plans.

Gunnar Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant from 2025 to 2026, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025, all within Fidelity Investments. In his work, Gunnar collaborates with clients to develop financial plans aimed at guiding them and their families over the long term. He emphasizes understanding clients' current financial situations and establishing actionable goals to work towards their objectives.

Patricia Martinez is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. She holds the Series 66 designation and has been with MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory role, Martinez serves on the board of the Lighthouse of Broward, supporting people who are blind or visually impaired, participates as a Pole Worker for Palm Beach County elections, and is involved in community initiatives through the Coastal Wealth Community Impact Foundation. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved tools to analyze client goals and recommend investment strategies without discretionary authority.

Conrad Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Primerica Mortgage, LLC, referring home loan and home services products, and works as an agent for Agent Pipeline and Journey Beyond Health. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and execution services from Pershing and overlay management by BNY Mellon Advisors.

Judy Hou is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Philip Morris International and the Emirates Academy of Hospitality Management. She also serves as a power of attorney for her husband and is a trustee. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Wendy Carroll is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016. Outside of her advisory role, she is involved in managing two medical supply businesses alongside her spouse and serves as trustee for her son’s special needs trust. Wells Fargo Advisors 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, including niche areas such as special-needs analysis and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Julius Pappas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, he is also active as a non-variable insurance agent. LPL Financial serves a broad range of clients—including individuals, retirement plans, and institutions—offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Garrick Trosper is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources and guidance on topics including general investing, retirement planning, and saving for unforeseen events. Garrick also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Garrick holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from University of South Florida - Saint Petersburg and a Master of Business Administration (MBA) from University of Florida. Outside of his professional responsibilities, Garrick engages in community involvement through organizations such as the Military Support & Assistance Group (MSAG) and United Way Broward. His personal interests include billiards, boating, golfing, music, and watching movies.

Daniel Seghi is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at firms including Merrill, Iberia Bank/First Horizon Advisors, and CitiGroup. He is based in Davie, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Pedro Lopes is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a range of portfolio management styles.