Sheeza Rashid is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms, including TradeStation Securities and Ameriprise Financial Advisors. Rashid is based in Fort Lauderdale, FL. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Joseph Mahoney III is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2011. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Stephen Cooney is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside over two decades at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Philip Fazio is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and having 23 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he serves as an adjunct finance professor at Nova Southeastern University and Lynn University, teaching corporate and international finance courses, and participates as a committee member providing cost-saving advice for a homeowners association. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Thera Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Raymond James, Elliott worked at Wells Fargo Clearing and Wells Fargo Advisors. She is also president of Elliott Wealth Strategies LLC, a support company related to her work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Equitable Advisors, Newbridge Securities Corporation, and Northwestern Mutual. He also has experience outside finance, having worked with Holistic Pet Cuisine. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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 five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he has been involved with Nova Southeastern University and the First Baptist Church of Pompano Beach. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools.

Amara Camy is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she held positions at Penske Truck Leasing, Northwestern Mutual, and California Coast Credit Union. Outside of her advisory role, she is an assistant volleyball coach with Starlings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management alongside model portfolios and third-party research.

Keith Aebischer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1999. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, investment advisory, and access to various institutional products.

Stephane Alcius is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Robinhood Financial, WSNE Inc, Wells Fargo Clearing LLC, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered 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., holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior experience includes roles at LPL Financial, Kestra Advisory, and his own firms, Berk Wealth Management and Peak Strategies LLC, where he currently serves as CEO. Outside of his advisory work, he is a part owner of LGB Public Relations, an entertainment public relations company, for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary advice supported by analytical tools and maintains a broad advisor network that includes municipal advisory services and specialized retirement plan consulting.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other 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 previously worked at UBS Financial Services, CITIGROUP, and Societe Generale Corporate and Investment Bank. Duchemin also held real estate licenses while working with multiple firms between 2021 and 2026. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm combines advisory and brokerage solutions through extensive use of LPL-sponsored programs and endorsed third-party managers.

Jordan Bluestein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth planning services tailored to young professionals, individuals, and families through various stages of life. Jordan emphasizes building long-term relationships with clients to understand their unique financial goals and develop customized wealth plans. Jordan holds a Bachelor's Degree in Risk Management and Insurance from Florida State University. He began his career as an underwriter with a major insurance company before transitioning into wealth management. His expertise encompasses college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, retirement income, and managing new wealth. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Jordan enjoys adventure sports, golfing, soccer, tennis, and spending time with his family.

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.