James Fritz is a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at TD Ameritrade for 10 years and held positions at Morgan Stanley, BNY Mellon Securities Corporation, and Truist Investment Services. 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 within a non-discretionary program. Their advisory process integrates centralized due diligence, quantitative screening, and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Richard Maurer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning that utilizes firm-approved tools and models to assist in client decision-making. The firm manages a substantial asset base and provides a broad range of investment and planning services.

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.

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. He previously worked at OSAIC, Sagepoint Financial, Inc., and MSI Financial Services, Inc. In addition to his advisory work, he is involved in selling non-variable insurance products, including group health, life, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, Series 65, and Series 66 registrations. His prior roles include positions at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, Herbert J Sims & Co, TD Ameritrade, Northwestern Mutual Investment Management, and Mesirow Financial. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and incorporates both firm-offered and third-party investment 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 financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she owns and oversees a medical center, Lulia Med Spa, located in Lima, Peru, and has authored a book available on multiple platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 with Fidelity, holding the Series 63, Series 65, and Series 66 designations and possessing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. She is currently based in Ft. Lauderdale, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in fund advisory, and deployment of AI in its investment process.

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.

Andrew Friedman is a CFP® with 29 years of industry experience, currently affiliated with Morgan Stanley in Coral Springs, FL. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 utilizes firm-approved tools and modeling techniques.

Rui Forcada is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Deutsche Bank Trust Co, HSBC, and DB USA Core Corporation. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tamir Levi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to his current roles, he spent two years at Yeshiva BeisMordechai and briefly at Weinrebs Judaica. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Carlee Ballard is a Series 66-licensed financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL. She has one year of industry experience and previously worked at UBS Financial Services, JPMorgan Chase Bank, N.A., and in educational roles. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Elsie Metzl is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee of a trust established for a family friend's minor daughter. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model potential outcomes for clients.

David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.