Jamilet Reynoso is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with Morgan Stanley since 2013. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Richard Akirmaian is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Prior to that, he spent 18 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he is involved in an independent insurance business focusing on life insurance, fixed annuities, and long-term care. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and delivers written recommendations, offering asset management, wrap programs, and educational seminars.

Ezequiel Freiman is a Financial Advisor with Merrill Lynch Wealth Management, where he collaborates within a team environment to deliver personalized wealth strategies. He helps individuals and families build, preserve, and transfer wealth through a team-driven, institutional approach backed by the full resources of Merrill and Bank of America. Prior to joining Merrill, Ezequiel gained experience at leading technology and financial firms, including MAG7 companies, which contributed to his analytical and forward-thinking perspective on long-term wealth strategy. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Central Florida. Ezequiel is conversant in English, Spanish, and Hebrew and is affiliated with the professional organization Alpha Epsilon Pi.

Richard Corbet is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at E*Trade Securities and National Financial Network. He also has experience outside finance, having worked with Polly's Dock and Clam House. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm utilizes structured planning tools and offers various investment products alongside advisory services.

Ahmed Roshdy is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase and Insigneo Advisory Services LLC. Outside of finance, he is involved with the Plantation Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers various investment and advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices.

Robert Waxman is a financial advisor with Ameriprise in North Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Waxman serves on the Board of Directors of the American Jewish Committee. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in net investable assets, offering tailored recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with client advisors.

Sherrill Elrod Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2009. Elrod also serves on the board of his homeowners association, Lago Mar Colony, with a possible future role as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and model-based asset allocations.

Richard De Luca is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

Adam Uhlan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 1989 and focuses on providing personalized wealth management solutions tailored to clients' unique financial needs. His core areas of expertise include managed money services, retirement planning and 401(k) services, asset preservation strategies, life insurance analysis and funding, wealth preservation and transfer services, as well as personal financing, custom lending solutions, corporate cash management, and treasury services through Bank of America. Adam holds a Bachelor of Arts degree in Anthropology and History from the State University of New York at Stony Brook. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1998, the Chartered Retirement Planning Counselor™ (CRPC®) designation in 2008, and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2018. He is also a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Adam is a longstanding member of the Greater Fort Lauderdale Alliance, Broward County's official economic development partnership, reflecting his involvement in the local business community. Outside of his professional work, Adam enjoys biking, boating, cooking, hiking, music, reading, singing, traveling, writing, and spending time with his family.

Alison Mcentee is a Series 66 licensed financial advisor with UBS Financial Services in Ft. Lauderdale, FL. She has 13 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Javier Himelstein is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Rocky Kassim is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Scott Edelman is a financial advisor with OSAIC based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes roles at Signator Investors, Inc. and John Hancock Life Insurance Company from 2004 to 2018. Edelman is also president of several related businesses, including Edelman Wealth Management Group Inc. and Edelman Insurance Management LLC, which involve insurance brokerage and wealth management services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various portfolio construction tools across multiple asset classes, supporting discretionary and non-discretionary management and third-party investment solutions.

Ana Maimon is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates offers financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Abigail Rodriguez is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Miami Beach, FL. She has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and prior work at Bank of America. Outside of finance, she was involved with Third Times A Charm Vintage from 2016 to 2020. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2020 and previously with Kestra Financial Services, Inc. and FDR Group, Inc., where he has been active since 1982. In addition to his advisory work, he is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Gabriel Dias is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. His background also includes positions at Sprint, Lockheed Martin, and the University of Central Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Kruss is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Burwick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as power of attorney for his father in matters related to investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Raines is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealthvest, ProEquities, Inc., Protective Life, and Sammons Financial Network. Outside of advising, he is involved as an agent selling fixed annuities through related business entities in Hollywood, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, and supports both discretionary and non-discretionary management approaches.