James Atkinson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Goldman Sachs and Morgan Stanley Smith Barney, and serves as a Marine Reserve officer involved in logistics and civil affairs. Atkinson is also a part owner of BDB Partners LLC, which invests in private equity interests such as the Blue Note bourbon company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Raquel Da Silva Araujo is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Suburban Philadelphia market. She is recognized as Merrill's only African American advisor in this region and is part of an award-winning team with long-standing experience. Raquel brings a disciplined and focused approach to working with high net worth families and individuals, leveraging her background in athletics. Raquel advises medical professionals, athletes, business owners, and affluent families on various aspects of their financial lives, including college education planning, family wealth management strategies, managing new wealth, retirement planning, tax minimization, and investment strategies. She is committed to helping clients develop personalized financial strategies that align with their long-term goals. Her previous career in medicine contributes to her ability to explain complex financial concepts in clear and understandable terms. Raquel holds a Bachelor's Degree from Saint Joseph's University and completed an Accredited Certificate Program at Temple University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to her advisory role, Raquel is actively involved in community initiatives such as Big Brothers Big Sisters of America and Tri-State Black Men in Medicine. Her personal interests include basketball, cooking, fishing, football, golfing, music, soccer, spending time with family, and tennis.

Bart Cohodas is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. He serves as a FINRA arbitrator on the Board of Arbitrators, a role he has held since 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and handles a broad range of retail and institutional financial products.

Spencer Greenfeder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Camelot group. He supports clients through a comprehensive approach to wealth management, focusing on educating them about investments and strategies to enhance their understanding of market dynamics. His client service areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Spencer holds a Bachelor of Science degree from the University of Florida in Mechanical Engineering. After working over five years in engineering, he transitioned into wealth management alongside his father at the Camelot group. He has completed the Merrill training program and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, with ongoing commitment to further education and professional development. Outside of his professional focus, Spencer engages in outdoor activities such as surfing, snowboarding, fishing, scuba and freediving. He is also involved in community organizations including the Broward Partnership for the Homeless, Downtown Jewish Community Center, Jewish National Fund, and The Aishel House.

Paul Harding is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at J Alexanders from 2013 to 2018 and has a background as a student during 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Anthony Priore is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. He holds Series 63 and Series 65 designations and is based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

James Fritz is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and having 19 years of industry experience. His career includes ten years at TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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 in its investment recommendations.

Richard Maurer is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Maurer is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

David Fox is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, supported by standardized planning tools and research from its Global Investment Committee.

Jeremy Wozunk is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Laurel Oak Wealth Management, Ameriprise, Northwestern Mutual, and involvement with entrepreneurial ventures such as Germ-nix Enterprises LLC and Top Dog Fitness. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mathias Schek is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials. He joined the firm in 2026 and has prior experience at several companies including BNY Mellon, NBCUniversal, and Asset Living. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Olga Mirsky is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 employs a structured planning process that uses firm-approved tools and market simulations.

Robert Lenz is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, MetLife Securities, and MetLife. He is also involved in selling non-variable insurance products such as group health, term, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Gerard Hansen is a financial advisor with Merrill, holding a Series 63 designation and 28 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he is a managing member and owner of an LLC involved in online clothing and jewelry sales, and he holds a small ownership interest in an automotive towing business. 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 strategies for individuals, high-net-worth clients, and institutional investors.

John Moran is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Equitable Advisors, he worked at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, and Herbert J Sims & Co. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ana Camacho is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Mergium Advisors Inc. from 2018 to 2021. Prior to her financial career, she worked at Conjugate One Tecnologia Ltda. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and specialized tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Lucy Hernandez Bazalar is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, and has one year of industry experience. Her prior roles include positions at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she is the owner of Lulia Med Spa, a medical center in Lima, Peru, and is also an author, having written a book published on Amazon and other platforms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Edward Kleinman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. 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, and offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Gayle Waldon is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and is noted for its use of systematic methodologies, model portfolios, and involvement in overseeing multiple registered investment companies.

Michael Fortuna is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment outlook models.