Linda Miller Cahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1987 and transitioned into the Financial Advisor role in 2014. As a member of The Cahill Group, she works with families, business owners, and retirees to improve their financial lives and collaborates with clients' accountants and attorneys to become a valued part of their advisory teams. Her expertise includes education planning, employee benefits planning, personal retirement planning, women and wealth, and retirement income. Linda holds professional designations such as Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an Associate's Degree from the State University of New York System and a High School Diploma from Whitney Point High School. Linda is committed to personalized wealth management strategies tailored to clients' long-term goals. She follows Merrill's tradition of community involvement and volunteers locally. In her personal time, she enjoys gardening, traveling, and spending time with her family.

Harvey Lam is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023, following seven years at Sagepoint Financial, Inc. Outside of his advisory role, he serves as an insurance agent for fixed insurance products and is vice president of a condominium homeowners association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to various third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of securities, supporting both discretionary and non-discretionary accounts.

Francheska Suero is a financial advisor with Merrill in Plantation, FL, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2015 and also has experience with Bank of America, N.A. and Randstad. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kristina Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in 2016 after graduating from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Kristina focuses on delivering a comprehensive approach to managing wealth that starts with listening to clients' needs and understanding their goals. Her expertise covers retirement planning, insurance planning, estate planning services, tax minimization strategies, educational funding planning, generational wealth planning, legacy planning, managing new wealth, portfolio management services, and small business strategies. She provides access to investment insights from Merrill and banking services from Bank of America to address clients' financial lives. Outside of her professional role, Kristina is a member of the Junior League of Greater Fort Lauderdale and serves on the Board of Directors of the University of Florida's Alumni Association: Broward County Gators Club. She is also involved with the Jewish Federation of Broward County. Kristina lives in Boca Raton and enjoys yoga, cooking, pottery, spending time with her family, and surfing.

Jonathan Faber is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

Jeffrey Millikin is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. He also serves in the United States Marine Corps, where he has been active for over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process without providing individual security recommendations in standalone plans.

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 with Morgan Stanley in Plantation, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley, Hurtado worked at Citigroup Global Markets starting in 2004. Outside of financial advising, Hurtado is a yacht broker with World Maritime Exchange, dedicating several weekend hours to this activity. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using a structured process and various analytical tools, serving clients both directly and through corporate financial planning agreements.

Don Weiher II is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Bank of America NA and Merrill. Outside of his advisory work, he serves as treasurer for the Saint Anthony Catholic School Safe Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at GWN SECURITIES, Inc. from 2019 to 2021 and has experience outside finance at Village Tavern from 2012 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work.

Dorian Waserman is a financial advisor with UBS Financial Services in Plantation, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He joined UBS in 2021 after working at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

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 Wealth Management Advisor with over 30 years of experience at Merrill Lynch Wealth Management. He leads The Kahn Freites Group, which serves a select group of families focused on pragmatic investing and personalized wealth management strategies. Michael’s approach emphasizes understanding clients’ financial goals and emotions to create flexible investment plans aligned with their long-term objectives. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Michael’s areas of expertise include college education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services. Michael lives in Plantation Acres with his wife Debbie, a retired third-grade teacher. He is actively involved in the community as a volunteer high school football coach at St. Thomas Aquinas, where several of his players have advanced to college and professional football. An avid runner, Michael has completed numerous half marathons and six full marathons, including the Boston Marathon.

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.