Alejandro Ayaviri Castillo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, UBS Financial Services, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Daniel Odze is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors, LLC. for six years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as a dual-registered SEC investment adviser and broker-dealer.

Pamela Hintz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Raymond James since 2019 and previously at Morgan Stanley from 2012 to 2019. 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 investment recommendations through its Wealth Advisory Services Program and also serves institutional clients with specialized fiduciary and public finance capabilities.

Brian Parness is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has worked at OSAIC since 2018 and has been affiliated with Ameriprise Financial Services, Inc. since 2011. Outside of his advisory work, Parness teaches Brazilian jiu jitsu and serves on the Long Island University Alumni Board of Directors. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio diversification using a variety of investment vehicles and both discretionary and non-discretionary account management.

David Israel is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Castle Hill Capital Partners, New Guard Partners, and Quilvest Capital Partners. Outside of advisory work, he has been involved with Studio Artesano since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate and charitable entities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that emphasizes LPL-sponsored programs and endorsed turnkey asset management platforms.

Tracey Tynes Horlback is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Hannah Scherfer is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Before becoming a Planning Consultant, she worked in several positions at Fidelity Investments, including Relationship Manager in 2025-2026, Financial Representative in 2025, and Financial Service Representative from 2024 to 2025. In her current role, Hannah focuses on understanding the goals, priorities, and concerns of individuals and families to collaborate on personalized financial plans. She aims to build long-term relationships grounded in trust and transparency, serving as a reliable partner through every stage of her clients' financial journeys. Outside of her professional work, Hannah has interests in beach activities, fitness, gardening, skiing, surfing, and traveling.

John Allison is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company from 1989 to 2017. In addition to his advisory role, he is involved in individual life insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written financial recommendations.

Michael Zager is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory role, he serves as a board member at Nova Southeastern University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships utilizing firm-approved software to analyze client goals and provides investment category recommendations without discretionary authority.

Nicholas Durfee is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their short-, mid-, and long-term financial goals by developing personalized strategies. His work covers areas including general investing, retirement planning, and saving for unexpected events. Nicholas also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Small Business Strategies. Nicholas holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Elon University and is a member of the Elon Alumni Network. Outside of his professional role, Nicholas enjoys boating, cooking, fishing, golfing, skiing, tennis, and traveling.

Kiersten Large is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, EP Wealth Advisors, TIAA-CREF, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and utilizes insights from its Global Investment Committee to support client financial plans.

Matthew Arbucci is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside his advisory role, he is a partner at RegenXscience, a company focused on skin rejuvenation and regenerative technology. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Dr. Linda Weitz Stone is a Wealth Management Advisor and Vice President at Merrill in Ft. Lauderdale, Florida. She holds several professional designations including Certified Portfolio Manager (CPM®), CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Accredited Domestic Partnership Advisor™ (ADPA®). She serves as Director at Large for the Academy of Certified Portfolio Managers. As a Senior Portfolio Manager, she offers customized investment strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She has the flexibility to manage portfolios on a discretionary basis and to assist other Merrill advisors with managing client assets using her own strategies. Linda has over 35 years of experience in the financial services industry, beginning her career on Wall Street soon after graduating high school. She holds a Ph.D. in Business Administration from Northcentral University, as well as an MBA and a Bachelor of Science degree from Nova Southeastern University. She focuses on helping clients pursue individual financial goals and maintain a comfortable retirement. Linda lives in Hollywood, Florida, with her husband. She has three children and four grandchildren. Outside of work, she enjoys family outings, biking, skiing, and international travel.

Alex Holguin is a financial advisor with LPL Financial in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with LPL Financial and Frye Financial Center since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Gonzalez is a financial advisor at Merrill in Hialeah, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo and Bank of America, along with teaching engagements at Miami Dade College and Florida International University. 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. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide array of financial products and services.

Conor Clancy is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at UBS from 2016 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Clancy serves on the Miami Country Day School Alumni Board, advising on fundraising and alumni engagement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Jonathan Macy is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and BHI Consulting Group. Outside of his advisory work, he provides estate planning services as an attorney with law firms including Candice Gidney Law Group and Hamburger Law. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Renay Polite Neilly is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Columbus Life and Avantax. Outside of advisory work, she is president of Neilly Financial Services, a firm offering tax preparation, accounting, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm provides a multi-manager platform with a range of portfolio management, financial planning, and retirement services for individual, corporate, and institutional clients.

Michael Lambrechts is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory work, he serves as a board member for the Coastal Conservation Association Florida and the John Michael Baker Fishing Tournament, as well as a committee member for the Broward County Housing Authority. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Dane Niles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.