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 designations and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. He is also active as a non-variable insurance agent in Plantation, Florida. 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 model portfolio programs, supported by a network of over 22,800 advisors.

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 with 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing Services. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory and financial planning services, utilizing structured planning tools and models to support client goals, while generally acting in an advisory capacity.

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 with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and CVS Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured processes and analytical tools, 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.

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.

Issis Rojas is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tyler Smillie is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL. His prior experience includes roles at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory work, he owns a real estate holding entity managing a single rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, Ponluang served in the U.S. Army for five years and has work experience at Tesla. He was also involved in running Mama Asian Noodle Bar LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations within a primarily non-discretionary framework.

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.

Nicholas Hernandez is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services from 2022 to 2026 and ParmaMarket from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes a variety of portfolio strategies and operational tools.