Michael Fuentes is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barbara Steinhaus is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. 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 and comprehensive financial planning services utilizing structured discovery processes and proprietary analytical tools.

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.

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 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Oppenheimer, and Prudential Equity Group. He has worked at UBS Financial Services across two periods, beginning in 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning, portfolio management, and mutual fund distribution. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Joel Fishkin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2011. He specializes in integrated wealth management, including investment management, retirement income, long-term care, and legacy planning. Joel is a qualified Portfolio Manager in Merrill's Investment Advisory Program, responsible for designing and implementing personalized portfolio strategies tailored to clients' risk tolerance, financial goals, and tax considerations. His client base includes professionals, pre-retirees, retirees, families with multigenerational wealth, business owners, and individuals with complex financial needs. Joel focuses on personalized wealth planning and proactive management to support clients' long-term financial success. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and services for defined benefit plans. Joel holds a Bachelor's Degree from Glendale University and the Personal Investment Advisor (PIA) designation. He is active in community organizations, including the Mount Sinai Medical Center Young Presidents, the United Way as a Pioneer Leader, and the Hollywood Wildcats Teen Soccer League. He also supports the Hollywood YMCA, USPSA Junior Shooting Programs, and the Greater Miami Humane Society HOPE Program. Outside of work, Joel enjoys boating, music, photography, tennis, and traveling.

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 with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked within various J.P. Morgan affiliated entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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® 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.

Carla Almeida is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab since 2015. Outside of her advisory role, she is a landlord of a residential rental property. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and alternative investments platform.

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.

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.

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.