Adriana Perez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2014. J.P. Morgan Securities LLC 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 broker-dealer, investment adviser, and commodity-related registrations.

Gil Rubio is a CFP® with 26 years of experience in the financial industry. He is currently with Raymond James & Associates, where he has worked since 2021, following five years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with a range of advisory and consulting programs.

Julene Richards Scilingo is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and a broad range of capital markets services.

Claudia Bernaola is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously at Bank of America, N.A. and Merrill from 2014 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Cutliff is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Raymond James since 2012 and has prior experience with Beachbody. Outside of his advisory role, he has a nominal involvement with Beachbody coaching. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients through various advisory programs.

Bryan Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment industry professionals, providing clients with personalized wealth plans and access to banking solutions from Bank of America. Bryan has been with Merrill since 2015 and brings 12 years of experience in the financial services industry. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Bryan specializes in areas including executive compensation, family wealth management strategies, retirement planning, philanthropic planning, and services for endowments, foundations, and non-profits. He focuses on helping corporate executives integrate their benefits into comprehensive long-term financial strategies. Bryan holds a Bachelor's Degree from Florida Gulf Coast University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, he enjoys adventure sports, basketball, drawing, fishing, football, music, photography, skiing, traveling, and spending time with his family.

Omar Fathallah is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at Jpmorgan Chase Bank, N.A. from 2022 to the present, as well as Ramkam, LLC from 2020 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ma Carmila Ranas is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her work history includes roles at Aetna and Broward Health North before and during her time with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory activities, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and manages approximately $15.5 billion in assets, relying largely on model-delivery strategies created by unaffiliated asset managers.

Sumaya Musa is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client strategies.

John Hagadorn Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

John Duford is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Watt Korattana is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked in the restaurant industry with positions at Koji Sushi and Thai Restaurant, Jasmine Thai and Chinese, Manow Asian Express, and Siam Splendor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizes individualized financial planning and client goal documentation.

Jack Cohen is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley Private Bank and Itau International Securities. Outside of his advisory role, he manages certain family property-related financial matters through Nunuland LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning, investment consulting, and municipal finance services through a broad platform that integrates affiliated sub-advisers, wrap-fee programs, and institutional consulting.

Robert Regent is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Raymond James since 2018 and previously spent nine years with Ameriprise Financial Services, Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and is notable for its involvement in public finance and municipal work.

Carla Bashan is a financial advisor with Merrill, holding a Series 66 designation and 30 years of industry experience. She has been with Merrill since 1997. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Adam Spiro is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Merrill, Raymond James & Associates, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ronald Mckenzie is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked within the Wells Fargo platform since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his primary role, he has ownership interests in McKenzie Riedel Wealth Management, LLC and Ramalq, LLC. 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 leveraging Wells Fargo research and tools, with customizable recommendations delivered through both discrete planning engagements and optional implementation programs.

Rodny Baez is a financial advisor at UBS Financial Services in Fort Lauderdale, FL, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Janet Scheer is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1996 and joined Bank of America, N.A. in 2026. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nick Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has accumulated experience through multiple roles at Morgan Stanley since 2024 and previously worked with Wisconsin Athletics for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.