Alain Guerra Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, he worked at Truist Investment Services and Truist Advisory Services. Outside of the financial industry, he has experience in the food service and towing businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kenneth Peterson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 credential and with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Smith Barney prior to joining RBC in 2022. Outside of his advisory role, he manages a coin-operated laundry business. RBC Wealth Management serves a diverse client base including individual investors across wealth levels, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment resources.

Ann Pharris is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee to develop client strategies.

Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Cambridge and its related firms since 2016. Outside of her advisory role, she serves as a board member of the Ignite Empowerment Community Center and also works as a licensed real estate agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Hakeem Muhammad is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Merrill for seven years and spent three years with Paramount Residential Mortgage Group. He serves as treasurer for the National Association of Real Estate Brokers (NAREB) of South Florida, where he delivers presentations and manages financial documentation for the nonprofit organization. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Simone Melo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and JPMorgan Chase Bank. 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.

Joel Feiger is a financial advisor at LPL Financial with 23 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. His prior experience includes roles at Kestra Financial Services and Bensman Associates Ltd. He maintains several personal business entities for tax and investment purposes. 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 range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and diverse investment strategies.

Christy Stina is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Merit Financial Advisors, Purshe Kaplan Sterling Investments, UBS Financial Services, and Morgan Stanley. 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 strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Morgan Stanley in Boca Raton, FL, having joined in 2025 after roles at OSAIC, Securities America Advisors, and other financial and real estate firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

Michael Bock is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as co-trustee for his parent's investment trust in Boca Raton, Florida. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Bryant Hernandez is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TD Bank. 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.

Allan Dilone Rodriguez is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Florida Atlantic University, Foreside Funds Distributors LLC, Polen Capital Management, LLC, and Northwestern Mutual. He is also affiliated with Florida Atlantic University in a non-investment capacity. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Corona III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at RBC Capital Markets and Morgan Stanley in various capacities. Outside of advisory work, he is a business owner of Automobilia LLC. 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, financial planning, and brokerage services supported by model portfolios, research, and technology solutions.

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Jenny Rothstein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. Rothstein serves as a fiduciary member of the Investment Advisory Committee at Temple Beth El, overseeing the execution of the investment policy for the organization’s assets. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, with a distinctive integrated operational structure supporting a large client base.

Luana Corral is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She has held positions at several firms including Securities America Advisors, Inc., Crossroads Consultants of South Florida, Inc., and Investacorp Advisory Services, Inc. Corral is also a registered NFLPA Player Financial Advisor and serves as an unpaid board member for Eternity Begins Now Corp, a nonprofit that produces faith-based YouTube content. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, using firm-provided tools and third-party platforms to construct diversified portfolios tailored to clients’ risk tolerance and investment objectives.

Alberto Sisso is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns and operates a fine art photography business in Fort Lauderdale. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by affiliated research and sub-advisers.

Alex Tuttle is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Ameriprise Financial and Mass Mutual Investors Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment process.

Julio Blanco is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He previously worked at MetLife Securities, Inc. from 2008 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is involved as an agent in life settlements and viaticals and serves as vice president of a family business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software to analyze client goals and offers collaborative annual planning relationships without discretionary investment authority.

Mark Sutain Jr. Jr. is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC, Summit Financial Group Inc, and operating B'ing The Best, Inc DBA McDonald's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured tools and the firm’s Global Investment Committee.