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.

Ari Brooks is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held previous roles at MassMutual Life Insurance Co, Sweet Leaf Madison Capital, and the University of Denver. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers diverse programs including wrap and money-manager options along with educational seminars.

Ismail Kioko is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, CVS Health, Wells Fargo Bank, N.A., and Office Depot. Kioko is based in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jane Zimmerman is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with UBS since 1994. Outside of financial services, she is the president of NJ Photographics, a commercial photography business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Scott Notowitz is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Notowitz serves on the Investment Committee for the Anti-Defamation League Foundation, a nonprofit focused on combating anti-Semitism and bigotry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Trey Long is a Planning Consultant who collaborates with clients to develop personalized financial plans. He utilizes the resources of his wealth management team to create strategies tailored to each client's unique situation, aiming to build lasting relationships that empower clients in their financial journey. He has held roles at Fidelity Investments, serving as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to that, Trey gained experience as an intern at CarrotxChange from 2020 to 2021. Outside of his professional work, Trey has interests in football, social events with friends, golf, movies, music, and soccer.

Tyler Smillie is a CFP® with seven years of industry experience, currently working at J.P. Morgan Securities in Ft. Lauderdale, FL. He has previously held positions at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory role, he is involved in managing a rental property through Smillie and Son Management, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles at Tesla, the U.S. Army, and involvement in a family-owned business, Mama Asian Noodle Bar LLC. He has also spent time in academic settings, including the University of North Carolina Chapel Hill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Tracey Keith is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is involved with Quick Drop International as an area developer and performs bookkeeping duties, and she is a non-working officer at a real estate brokerage firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. 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, institutional clients, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

David Diaz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving high net worth individuals, family offices, non-profits, and corporations with wealth management strategies since 1987. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), which he obtained in 2001, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and credentials in Sports & Entertainment (SE). David's expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. He earned a Bachelor's degree from Florida State University. Residing in South Florida with his wife and three children, David is active in his community through his church and his children's schools. His personal interests include baseball, camping, fishing, hunting, reading, spending time with family, and traveling.

Gina Ferreira is a financial advisor at Raymond James & Associates with 11 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, she worked at Jefferies Investment Advisers LLC and Jefferies LLC from 2023 to 2026, and at Morgan Stanley Smith Barney LLC and related Morgan Stanley entities from 2016 to 2023. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary advisory approach.

Jason Oestreicher is a CFP® professional with 19 years of industry experience. He is currently with Osaic Wealth, Inc. and has prior experience at VALIC Financial Advisors and Agia. In addition to his advisory work, he is a notary and is involved in selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party partnerships to manage portfolios across various asset classes.

Anydelisse Santiago Miranda is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked at Oppenheimer for eleven years. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Greenberg is a financial advisor with Mass Mutual Investors Services and holds a Series 66 credential. He has 20 years of industry experience, including a 19-year tenure at MML Investors Services, Inc. and MassMutual Life Insurance Company. Greenberg serves as president of the board for Temple Emanuel in Miami Beach. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with a range of specialized planning programs including employer-sponsored and estate-settlement services.

Peter Ramsay is a CFP® with 32 years of experience in the financial services industry. He has been with Ameriprise Financial Services since 1994, including the current Ameriprise Financial Services, LLC entity since 2020. In addition to his advisory role, he owns PAR-NextGen Consulting, LLC, a consulting business based in Deerfield Beach, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm employs a centrally supported process that integrates investment research and third-party data to provide tailored guidance on asset allocation and tax-aware withdrawal strategies.

Jason Woodburn is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles at Wells Fargo Advisors as well as positions at Palm Beach Gardens Fire Rescue, Acts Retirement Life Communities, Brown and Brown Insurance, Florida Atlantic University, and Westminster Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options, including niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo's research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Jeremy Schinder is a financial advisor with LPL Financial in Hollywood, FL, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has worked at LPL Financial since 2020 and previously served at Kestra Financial Services, Inc. and GSK Wealth Advisors, Inc. He also maintains an active attorney license in West Palm Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, with an emphasis on both discretionary and non-discretionary investment management.