Carlos Lopez is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2026, he worked at Bank of America and Merrill from 2019 to 2024, as well as National Securities Corp and Park One in earlier roles. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Outside of her advisory role, she is involved in several family-owned manufacturing businesses, including contract engineering and LED lighting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jorge Remotti is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Bank, Bank of America/Merrill Lynch, and IFB Wealth Management. Outside of finance, he is the owner and partner of Remotti Entertainment Services, a business providing live music performance and event contracts. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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.

Hope Turock is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and employing over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base including individuals, pension plans, corporations, and government entities.

Geraldo Mendoza is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2015. 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 to support client decisions. The firm applies an ESG eligibility framework when recommending strategies and offers a broad range of products through its affiliation with a larger broker-dealer and banking organization.

Alvaro Guerra is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Merrill and an additional 12 years at Lloyds Bank, he has developed expertise in executive compensation, equity compensation services, international wealth management, managing new wealth, and portfolio management services. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Alvaro holds a Bachelor's Degree in Civil Engineering from Universidade Federal de Minas Gerais in Brazil and completed courses in Economics for Engineers at Fundacao Dom Cabral. He also earned a Diploma in Business Administration from the University of Birmingham in the United Kingdom. Alvaro holds the Personal Investment Advisor (PIA) designation and is fluent in English and Portuguese. Outside of his professional role, Alvaro enjoys cooking, music, soccer, spending time with his family, traveling, and watching movies. His client-focused philosophy emphasizes simplicity and transparency in wealth planning to help clients manage and achieve their personal financial objectives.

Julia Sheridan is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Ameriprise Financial Services since 2016, currently serving in their Ft Lauderdale, FL office. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Robert Sileo is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial in Miami, FL. He previously worked for Western International Securities, Inc. for 16 years. His other business activities include involvement with non-variable insurance. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and multiple portfolio management options.

Vincent Vella is a financial advisor at Merrill with over 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1983 and Bank of America since 2010. Outside of his advisory role, he holds an active Florida real estate license. Merrill provides managed account services through the Select Portfolio Solutions program, serving individual, high-net-worth, pension, charitable, and corporate fiduciary clients. The firm offers a range of model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Yancy Ranalli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with UBS since 2016 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

Amy Lopez is a CFP®-certified financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 20 years of industry experience and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a 50% owner of Moats Corporation, a retail business focused on new wellness products and patent filings. 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 integrates large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Brian Mahoney is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Alfredo Rotemberg is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Christopher Upton is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as a board member for the Cedar Villas Home Owners Association and is involved with the Broward County School Board Audit Committee. 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 focused on tailored financial planning supported by structured discovery and firm-approved planning tools.

Carlos Neira is a financial advisor with Merrill in Miramar, FL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Merrill since 2004. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Abigail Linn is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise since 2017 and was previously with Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that integrates tax-aware withdrawal strategies and dependable income sources.

Andrea Svercek is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she has power of attorney responsibilities for an entity based in Miami, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Karen Semenick is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has a partial ownership in B. Davis Ventures LLC, an investment-related entity holding raw land. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.