Gerard Hansen is a financial advisor with Merrill, holding a Series 63 designation and 28 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he is a managing member and owner of an LLC involved in online clothing and jewelry sales, and he holds a small ownership interest in an automotive towing business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

John Moran is a financial advisor with Equitable Advisors in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His career includes roles at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, Herbert J Sims & Co, TD Ameritrade, Northwestern Mutual Investment Management, and Mesirow Financial. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.

Ana Camacho is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Mergium Advisors Inc. from 2018 to 2021. Prior to her financial career, she worked at Conjugate One Tecnologia Ltda. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and specialized tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Lucy Hernandez Bazalar is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, and has one year of industry experience. Her prior roles include positions at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she is the owner of Lulia Med Spa, a medical center in Lima, Peru, and is also an author, having written a book published on Amazon and other platforms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Edward Kleinman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. 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, and municipal entities, and offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Gayle Waldon is a financial advisor with Fidelity, holding the Series 63, Series 65, and Series 66 designations and possessing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. She is currently based in Ft. Lauderdale, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in fund advisory, and deployment of AI in its investment process.

Douglas Martin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Citigroup Global Markets since 1994 and Morgan Stanley Smith Barney since 2009. Outside his advisory work, he is a general partner of a family limited partnership focused on investments. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations.

Andrew Friedman is a CFP® with 29 years of industry experience, currently affiliated with Morgan Stanley in Coral Springs, FL. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 a structured planning process that utilizes firm-approved tools and modeling techniques.

Rui Forcada is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Deutsche Bank Trust Co, HSBC, and DB USA Core Corporation. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tamir Levi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was affiliated with Weinrebs Judaica and Yeshiva BeisMordechai. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Carlee Ballard is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, her background includes positions at UBS Financial Services and experience in education at Northborough Southborough Public Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers a range of services delivered by a select group of Wealth Advisors on a non-discretionary basis.

David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

Anthony Dominguez is a financial advisor with Merrill and holds a Series 66 credential. He has 12 years of industry experience, including roles at Bank of America since 2016. Outside of his advisory work, he is the managing member of a joint venture focused on building houseboats for vacation rentals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment programs. The firm employs a structured planning process supported by proprietary tools and offers diverse services including wrap programs and access to private funds.

Richard Kiesel is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 15 years. Kiesel is president of Wealth Advisors, Inc., an S-corporation that manages operations of his financial planning practice and provides insurance planning services including deferred annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

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.