Robert Van Esso is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Joan Madriz is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2018 and previously spent five years at Incredible Way. Madriz holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor client plans.

Noah Delva St Fleur is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through various roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions, Investment Solutions II, and Investment Consultant before assuming his current position in 2026. In his role, Noah focuses on partnering with clients to understand their individual goals, priorities, and circumstances. He emphasizes building trusted relationships and helps clients make informed financial decisions through planning, investment guidance, and collaboration. He utilizes Fidelity's planning resources to develop personalized strategies aligned with clients' objectives and evolving needs. Outside of his professional work, Noah's personal interests include concerts, fitness, football, movies, music, and traveling.

Elena Samofalova is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has prior experience with Cambridge Investment Research Inc. Outside of her advisory role, she owns a cleaning service business that she operated for eight years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options and incorporates proprietary and third-party investment strategies tailored to client objectives.

Evelyn Abraham Lopez is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Bank of America, N.A., The Vanguard Group, Inc., and involvement with nonprofit organization Chewonki Foundation Inc. She has also been involved with Camp Ramaquois over multiple years. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Angaddeep Ahluwalia is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and with 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in consulting for Dynamic Yacht Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 combined with the expertise of its Global Investment Committee.

Richard Caccamise Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 1998, with a brief departure before returning in 2017. Outside of advisory work, he is involved in real estate ownership through his partnership in Downtown Village Square. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and non-discretionary consulting, drawing on a broad range of portfolio management styles and affiliated research, while also providing municipal advisory services and employer consulting programs.

Glenn Lotenberg is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Advisors Asset Management, Inc. He has been with Raymond James & Associates since 2020, with a brief period of unemployment in his career. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Edgardo Romero is a Series 66-licensed financial advisor with Morgan Stanley, based in Aventura, FL. He has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering financial services, he held positions at Wells Fargo Bank and was involved with Mercato Cinema LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Thomas Harbour is a financial advisor with Ameriprise in Davie, Florida, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he works as a franchise consultant coaching other franchise advisors and owns a limited liability company that holds a boat. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax strategies to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrew Britton is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is the executive owner of a boxing studio through a family-owned LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Griffin is a Financial Advisor at Merrill Lynch Wealth Management, focusing on assisting corporate executives, growing professionals, and business owners with their financial planning needs. With over 10 years of experience, he specializes in creating personalized, goal-based strategies to grow and preserve wealth, covering areas such as tax-aware strategies, wealth and estate preservation, philanthropic giving, business succession and transition planning, investment management, and retirement cash flow planning. David holds a Bachelor's degree in Economics from Binghamton University (SUNY). He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach emphasizes building financial confidence, enabling clients to make informed decisions and optimize their long-term financial potential. Outside of his professional role, David enjoys spending time with his family and engaging in sports such as basketball, football, ice hockey, pickleball, soccer, and tennis. He also has interests in cooking, photography, and traveling.

Michael Rogero is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at MassMutual Life Insurance Company and MML Investors Services, LLC. He attended Florida State University and worked at Bishop Kenny High School before entering the financial services field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sarah Oseroff is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, following a prior role at Bank of America. Outside of her advisory role, she is the owner of a small technology support and digital advertising business, though it is currently inactive. 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 Lisena is a financial advisor at Wells Fargo Advisors in Fort Lauderdale, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

George Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has operated under his own entity, George Theodore Davis, since 2006 and has been affiliated with LPL Financial since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and model portfolios from both in-house and third-party sources.

Kristi Gomez is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 65 credentials and with 10 years of industry experience. She has been with Mass Mutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Company since 2013. Outside of advising, Ms. Gomez is the owner and founder of Miami Pollinators, an environmental nonprofit focused on fundraising and project organization. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 utilizing proprietary software and delivers written recommendations, while clients retain discretion over implementation.

Nicholas Kollias is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase and J.P. Morgan Securities since 2016, as well as prior experience at TD Ameritrade. Outside of his advisory work, Kollias is involved in consulting through Okin Holdings LLC, focusing on life coaching and brand development, serves on the Audit Committee of the School Board of Broward County, and participates as an independent contractor with Marwar Junction Productions. He is also a musical artist with rights to a published song on iTunes. 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 and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gustavo Carvajal is an International Wealth Advisor and Managing Director with Merrill Lynch Wealth Management, where he has been serving since 1999. He is a key point of contact for the multinational, multigenerational families advised by The Carvajal-Lipkowitz Group, providing guidance focused on long-term continuity. Gustavo leads various initiatives within the team and regularly travels globally to meet clients in person. He also advises other professionals within the firm and the wider industry. Gustavo's expertise includes college education planning, family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and tax minimization. The Carvajal-Lipkowitz Group specializes in trust and estate planning services, financial planning, investment management, and banking and credit through Bank of America. He earned a Bachelor of Arts degree in Business Administration with a major in Management from Florida International University. Gustavo holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. Outside of his professional role, his personal interests include adventure sports, running marathons, scuba diving, skiing, skydiving, swimming, table tennis, and traveling. He participates in various sports events and raises funds for multiple foundations annually.

John Heyman is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC from 1999 to 2020. Heyman operates a business under the name Private Wealth Strategies Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.