Alexander Marchuk is a financial advisor at Wells Fargo Advisors with three years of industry experience. He previously worked at Fifth Third Bank for eight years. Marchuk owns and operates Marchuk Capital Management LLC in Fort Lauderdale, Florida. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop recommendations.

Kylie Ferraro is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and having seven years of industry experience. Prior to her current role starting in 2019, she worked full-time in education for four years. Outside of her advisory work, she appeared on the television show House Hunters and works as a youth soccer referee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves a broad client base through various retail and institutional offerings.

Troy Goldberg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at several firms, including National Securities Corporation and B. Riley Wealth Advisors, and currently manages United Team Wealth Management as a DBA associated with Avantax. Outside of his advisory role, Goldberg serves as president of a homeowners association and manages a business entity for administrative purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Daniel Klonsky is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Morgan Stanley DW Inc. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 methodologies.

Lorenzo Santiago is a financial advisor with Wells Fargo Advisors in Cooper City, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business-owner transitions, special needs, and divorce, among others.

Tracey Buonarota is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 38 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Edward Boulbol is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an active executor or co-executor in estate matters. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced analytical tools.

Daniel Tila Cohen is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Janney Montgomery Scott LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co, among other positions. He has experience in both financial services and other roles including education and small business enterprise ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeffrey Gottfried is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Black Oak Capital LLC, Wells Fargo Bank, and Citizens Bank, along with entrepreneurial experience at Revoomi LLC and involvement with Sampan Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Ryan Knight is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting affluent families, individuals, and successful business owners in developing tailored long-term financial strategies. Ryan has developed expertise in understanding the needs of business owners and healthcare professionals who own their own practices. He also focuses on providing multigenerational advice, supporting high-net-worth families by advising not only existing clients but also their children and grandchildren. Since entering the financial services industry in 2015, Ryan has worked closely with clients to understand their goals, risk tolerance, and objectives to build customized strategies that address their specific needs. He offers access to the investment insights of Merrill Lynch along with the banking services provided by Bank of America. Ryan also collaborates with clients’ attorneys, CPAs, and other professionals while maintaining relationships with family members across generations. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned a Bachelor of Science in Finance from Florida State University. Ryan resides in Parkland, Florida. His personal interests include basketball, golf, boating, traveling, and supporting South Florida sports teams.

Daniel Wasser is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Courtney Seymour is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she is licensed to practice law in 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chase Lalonde is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and LAZ Parking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor financial plans and portfolio management. The firm offers a broad range of services including discretionary portfolio management, mutual fund distribution, and capital markets activities.

William Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is an active owner and lessor of a vacation condominium in Jensen Beach, FL. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Bradley Rubin is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 66 and Series 65 credentials and has worked at UBS since 2016, following seven years at Morgan Stanley. Outside of his advisory role, Rubin volunteers as a Recreation Commissioner in Marlboro Township, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Melissa Riano Torrens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, Oppenheimer, and Prudential Equity Group. She is currently based in Fort Lauderdale, FL. 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, offering a range of financial planning and consulting services with a non-discretionary approach that emphasizes client-directed implementation.

Vahe Boyajian is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Outside of his advisory role, he is involved in coaching youth soccer, including training players for Boynton Beach Knights FC and conducting summer camps through The Florida Soccer School LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using a mix of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Opher Shallom is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms including Citigroup Global Markets and Wells Fargo Clearing. Outside of advisory work, he is a principal owner of SHALLOM GP LLC, a merchant partnership based in Minnetonka, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with options for clients to implement these through various brokerage or advisory programs.

Nathalie Paquin is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at RBC Private Banking from 2005 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Lauren Salas is a CFP®-designated financial advisor with 20 years of industry experience, currently with Ameriprise since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Salas serves on the Board of Directors for St. Mark's Episcopal School and works as an independent travel agent specializing in Disney Cruises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.