Drew Pickard is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Janney Montgomery Scott for 18 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. in 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global investment research.

Pilar Molinares is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 10 years of industry experience. She worked at UBS from 2014 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a variety of investment offerings.

Arnoldo Marin Jr is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Joseph Gammerman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously studied at Florida International University. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.

Jessica Di Giovanni is a Series 66-licensed financial advisor with Morgan Stanley in Fort Lauderdale, FL, where she has worked since 2018. She has eight years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Mickool, Inc., and Aldo. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services 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 advisory services that emphasize client responsibility for plan implementation and updates.

Marina Fayer is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Invibed, SG Americas Securities, LLC, and RBC Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures in its advisory roles.

Mark Birringer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as an acting trustee for the Hoffman Fran trust and foundation. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Guillermo Gallegos Binder is a financial advisor with OSAIC in Doral, FL, holding the CFP® and Series 66 designations and two years of industry experience. He previously worked with Securities America Advisors, Securities America, Inc., and OneDigital. Outside of his advisory role, he teaches business courses as an adjunct faculty member and tutors high school students in mathematics. He also plays guitar in the music ministry at a local church. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and automated tools.

Janaina Ribeiro is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Outside of her advisory role, she is involved in a family-run social media content creation business established for her son. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a wide range of clients, including individuals and institutional investors.

Andrew Santini is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Atkinson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Goldman Sachs and Morgan Stanley Smith Barney, and serves as a Marine Reserve officer involved in logistics and civil affairs. Atkinson is also a part owner of BDB Partners LLC, which invests in private equity interests such as the Blue Note bourbon company. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Raquel Da Silva Araujo is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Suburban Philadelphia market. She is recognized as Merrill's only African American advisor in this region and is part of an award-winning team with long-standing experience. Raquel brings a disciplined and focused approach to working with high net worth families and individuals, leveraging her background in athletics. Raquel advises medical professionals, athletes, business owners, and affluent families on various aspects of their financial lives, including college education planning, family wealth management strategies, managing new wealth, retirement planning, tax minimization, and investment strategies. She is committed to helping clients develop personalized financial strategies that align with their long-term goals. Her previous career in medicine contributes to her ability to explain complex financial concepts in clear and understandable terms. Raquel holds a Bachelor's Degree from Saint Joseph's University and completed an Accredited Certificate Program at Temple University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to her advisory role, Raquel is actively involved in community initiatives such as Big Brothers Big Sisters of America and Tri-State Black Men in Medicine. Her personal interests include basketball, cooking, fishing, football, golfing, music, soccer, spending time with family, and tennis.

Bart Cohodas is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. He serves as a FINRA arbitrator on the Board of Arbitrators, a role he has held since 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and handles a broad range of retail and institutional financial products.

Spencer Greenfeder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Camelot group. He supports clients through a comprehensive approach to wealth management, focusing on educating them about investments and strategies to enhance their understanding of market dynamics. His client service areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Spencer holds a Bachelor of Science degree from the University of Florida in Mechanical Engineering. After working over five years in engineering, he transitioned into wealth management alongside his father at the Camelot group. He has completed the Merrill training program and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, with ongoing commitment to further education and professional development. Outside of his professional focus, Spencer engages in outdoor activities such as surfing, snowboarding, fishing, scuba and freediving. He is also involved in community organizations including the Broward Partnership for the Homeless, Downtown Jewish Community Center, Jewish National Fund, and The Aishel House.

Paul Harding is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at J Alexanders from 2013 to 2018 and has a background as a student during 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Anthony Priore is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. He holds Series 63 and Series 65 designations and is based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Leandra Kol is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Morgan Stanley in 2021. Outside of her advisory work, she operates an online resale business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and various investment products with approximately $2.74 trillion in client assets under management.

James Fritz is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and having 19 years of industry experience. His career includes ten years at TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Azury Puig is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. Puig has worked with PFS Investments Inc. and Primerica Financial Services since 2010, and is involved in sales of investment-related products as well as mortgage and home service referrals through affiliated companies. He is also a partner in Puig Corp, a legal entity formed for Primerica business purposes. Primerica Advisors is a large-scale advisory firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm uses model-based strategies managed by unaffiliated asset managers and provides trade execution and custody services via BNY Mellon Advisors and Pershing.

Mathias Schek is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials. He joined the firm in 2026 and has prior experience at several companies including BNY Mellon, NBCUniversal, and Asset Living. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.