James Atkinson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs, Morgan Stanley Smith Barney, Mass Mutual, and Axa Advisors. Outside of his financial career, he serves as a Marine reservist, performing logistics and civil affairs duties as a Marine Reserve officer. He 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 plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates offering portfolio implementation and management services.

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 with Wells Fargo Clearing based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions within diversified portfolio frameworks.

Leandra Kol is a financial advisor at Morgan Stanley in Aventura, FL, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory work, she operates an online resale business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and investment committee insights.

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.

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.

Maria Strand is a financial advisor with Morgan Stanley in Aventura, FL, holding 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 15 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process centered on structured discovery and firm-approved tools.

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.

Douglas Martin is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Prior to that, he worked at Citigroup Global Markets for 15 years. Outside of his advisory role, he is a general partner in a family limited partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

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.