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.

Eric Mathes is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Kestra Financial Services and through his own FDR Financial Group. Mathes is involved in non-variable insurance as an investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Emily La Dow is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill from 2021 to 2025 and has a diverse background including roles at CompHealth and involvement with companies in renewable energy and food sectors. 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, managing approximately $2.74 trillion in client assets.

Kimberly Kessing is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, 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 the Global Investment Committee’s analyses.

Frederick Telarico Jr. is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that emphasizes forward-looking capital market assumptions and probabilistic modeling.

Scott Waldman is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and having 25 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He is also the owner and trustee of Waldman Wealth Management LLC, a related investment entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with a planning approach that is typically discrete and optional for implementation through various brokerage or advisory programs.

Brian Straub is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill from 2022 to 2024. Outside of his advisory work, Straub coaches youth lacrosse in Broward County and works part-time with special needs children as a community companion. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities, with a range of customizable solutions including a SIMPLE IRA program for small businesses.

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.

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 with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she is a notary public in Broward County, Florida, and has a minority ownership stake in Corporation Britanica 5G, Ltd. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services and is notable for its involvement in municipal and public finance alongside a comprehensive affiliate network.

Nathan Rosenberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Invest Financial Corporation for nine years. Rosenberg is also president of Complete Analysis, Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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.