Carolyn Asencio is a Series 66 licensed financial advisor with UBS Financial Services, where she has worked since 2015. She has 14 years of industry experience and serves clients from Ft. Lauderdale, FL. She is a member of the board of directors for SOS Children's Villages - Florida, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research to tailor advice to clients’ goals and risk tolerances.

Claudia Palombo is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 credential and 25 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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 the MAB Group at Merrill Wealth Management in Aventura, Florida. In his role, he works with individuals, families, and business owners to help them build and manage their wealth through personalized financial strategies. He collaborates closely with clients, drawing on the collective experience of his team and the resources of Merrill Lynch Wealth Management. Prior to joining Merrill, Freiman spent six years at Amazon and Amazon Web Services in finance and accounting roles focused on financial analysis, forecasting, and planning. He holds a Bachelor's Degree from the University of Central Florida and has completed all required licensing and training to be a fully accredited Financial Advisor. Freiman is a Personal Investment Advisor (PIA) and is a member of the professional organization Alpha Epsilon Pi. Outside of his professional work, Freiman participates in community activities, including involvement with Colel Chabad. He speaks English, Spanish, and Hebrew, and his personal interests include boating, cooking, rock climbing, running, spending time with family, watching movies, and yoga.

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.

Jonathan Muina is a financial advisor at OSAIC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Brady Financial, Tapfin/EY, and Banco Popular North America. Prior to his financial services career, he was involved with Whelan Event Staffing Services Inc and Federal Express Corporation. He also spent four years affiliated with Florida International University and Miami Coral Park Senior High. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and a range of advisory programs.

Ahmed Roshdy is a financial advisor with Edward Jones in Ft Lauderdale, FL, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at JP Morgan Chase, Insigneo Advisory Services LLC, and Savvy. He has also been involved with the Plantation Football Club for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. He is based in Hallandale Beach, FL. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Rocky Kassim is a financial advisor at J.P. Morgan Securities with seven 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process is supported by centralized due diligence and includes capabilities in derivatives and commodities.

Scott Edelman is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he spent 14 years at Signator Investors, Inc. and John Hancock Life Insurance Company. Outside of his advisory role, Edelman is involved in insurance brokerage activities, serving as president of Edelman Wealth Management Group and Edelman Insurance Management LLC, and leads Financial Destinations, a fixed insurance firm. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various risk assessment and investment tools.

Ana Maimon is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and affiliated research resources.

Abigail Rodriguez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with J.P. Morgan and JPMorgan Chase Bank since 2018. 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 plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative due diligence, employs forward-looking capital market assumptions, and includes ESG eligibility considerations.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at Kestra Financial Services and his own firm, FDR Group, Inc. He is also a licensed agent in life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies, technology tools, and affiliated financial services.

Gabriel Dias is a financial advisor with J.P. Morgan Securities based in Ft. Lauderdale, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Sprint, and Lockheed Martin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliates that offer portfolio implementation and management services.