Sean Fletcher is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2015. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Conelly is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and Newbridge Securities Corporation. His career also includes a period at Holistic Pet Cuisine, reflecting a diverse employment background. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jorge Cayon Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies aimed at achieving their desired outcomes. His approach involves defining clients' objectives and selecting portfolio strategies designed to reach them, providing ongoing advice and adapting portfolios as client situations change. His expertise encompasses areas such as executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. Jorge holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Miami International University of Art & Design. Jorge is involved in community organizations including the Bank of America Community Volunteers and Community Champions (BACCV) and the Military Support and Assistance Group (MSAG). He is fluent in English and Spanish and has personal interests that include adventure sports, boating, fishing, hunting, music, photography, reading, spending time with his family, traveling, and watching movies.

Hallie Brenis is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Vickie Bartholomew is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Kyle Ellis is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2026, following five years at Morgan Stanley Smith Barney LLC and two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory work, Ellis has been involved with the First Baptist Church of Pompano Beach for over a decade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Amara Camy is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at Penske Truck Leasing, Northwestern Mutual, and California Coast Credit Union. Outside of her financial advisory role, she serves as an assistant volleyball coach at Starlings. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and platforms, with advice delivered by investment adviser representatives who implement various portfolio strategies.

Keith Aebischer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and planning tools, with investment guidance supported by the Global Investment Committee’s analyses and modeling techniques.

Stephane Alcius is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments, Robinhood Financial, WSNE Inc, and Wells Fargo Clearing LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Joseph Eppy is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has been with MML Investors Services since 1994 and with Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he is the founder and CEO of Stress-Free Parenting LLC and serves as a board member for Oakstone Academy, a special needs school for children with autism. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and provides educational seminars alongside various investment programs.

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked with firms including LPL Financial and Kestra Advisory. Outside of his advisory work, he is CEO of Peak Strategies LLC, a consulting firm handling operations and back-office services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional portfolio management through a large advisor network.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has prior experience at firms including UBS Financial Services, Citigroup, and Societe Generale Corporate and Investment Bank. Isabel also has experience holding real estate licenses and working in real estate-related roles. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach integrates third-party asset managers and advisory programs, with services encompassing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jordan Bluestein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing comprehensive wealth planning services, particularly for young professionals, individuals, and families at various life stages. Jordan works closely with his clients to develop long-term relationships and a deep understanding of their financial goals, creating customized wealth plans tailored to their unique objectives and risk tolerance. Jordan holds a Bachelor's Degree in Risk Management and Insurance from Florida State University. He began his career as an underwriter at a major insurance company, where he gained experience in risk analysis and asset protection. Jordan is credentialed as an Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional pursuits, Jordan engages in various sports including golf, soccer, tennis, and football. He spends time with his family and participates in community activities such as attending Miami Dolphins games and visiting the dog park with his Labrador Retriever.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. In his current role since 2006, he works closely with clients to help them plan for and achieve their financial goals. Prior to this, he served as a Financial Consultant from 2002 to 2006 and as a Financial Representative from 2000 to 2002. Over his tenure at Fidelity Investments, Mr. Marquez has developed professional relationships with many clients and families, supporting them through personalized financial planning. His work leverages Fidelity's brand, technology, and cost-efficient investment options to provide tailored financial guidance.

Darren Stance is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Mass Mutual in 2025. In addition to his advisory role, he is an insurance broker involved in outside insurance sales through Sentinel Solutions, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering event-driven and specialized planning programs alongside standard investment advisory services.

Thomas Fread is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he serves as Chair of the Board of Directors at Nova Southeastern University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Oswaldo Pelaez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, with prior roles at SS White Technologies Inc and NextEra Energy. Pelaez serves as a board member and treasurer on the finance committee of the Rotary Club of Hallandale Beach Aventura. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through structured processes and planning tools, managing approximately $2.74 trillion in client assets.

James Feit is a financial advisor at Raymond James & Associates with 48 years of industry experience. He has been with Raymond James & Associates since 1999. Feit holds the Series 63 designation. 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Harris Katz Jr. is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with long-term financial strategies aligned with their goals. His client focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, and retirement income. He holds a Bachelor's Degree from the University of Central Florida and carries the Personal Investment Advisor (PIA) designation. Harris is committed to building meaningful relationships by understanding each client's unique financial needs and providing thoughtful guidance that helps them make informed decisions with confidence. His mission is to provide personalized financial guidance that helps clients build, preserve, and manage their wealth with confidence. Outside of his professional work, Harris enjoys basketball, boating, fishing, football, pickleball, running, swimming, traveling, and watching movies.