Sam Moshe 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 Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in multiple real estate ventures as an owner and partner across various LLCs. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and extensive investment research.

Victoria Troccoli is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, JP Morgan Chase Bank NA, Ameriprise Financial Services, and Edward Jones. Outside of her advisory role, she serves as an assistant coach for two U-11 girls soccer teams with Fort Lauderdale Select F.C., a nonprofit focused on youth development through soccer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management, futures commission merchant activities, and securities-backed lending.

Jeffrey Stolzer is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has been with Cambridge since 2025 and has prior work experience at JM Family Automotive LLC and Bombardier. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a nationwide network of financial professionals.

Tiany Eversley is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2018, following a tenure at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is a licensed notary public and loan signing agent in Fort Lauderdale, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market simulations and broader investment insights.

Anthony Decerbo is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving entrepreneurs, business owners, and corporate executives who have built significant wealth and seek coordinated strategies to protect and grow their assets. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA) designations and partners with a select group of clients whose wealth management needs have outgrown generalist advice. Anthony's expertise includes executive compensation, RSUs and concentrated position management, business ownership and succession planning, tax minimization, multigenerational wealth and legacy planning, alternative investments, as well as banking, cash management, home financing, and lending solutions through Bank of America. His team collaborates with Merrill's Private Executive Services group in New York City to provide clients access to institutional-level resources typically reserved for the largest private wealth relationships. A native of South Florida, Anthony earned a Bachelor's Degree from Florida State University. He is affiliated with professional organizations including BNI Millionaires and Seminole Club of Broward County. Outside of his professional role, he enjoys basketball, football, running, spending time with his family, traveling, and watching movies.

Monica Baldwin is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and four years of industry experience. Her background includes prior roles at Morgan Stanley and the Morgan Stanley Private Bank, as well as experience in the fitness industry with Orangetheory Fitness. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools.

Jeffrey Cornell is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include over 16 years at Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Vladimir Tranquille is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Axa Advisors. Prior to his finance career, he held positions at Fontainebleau Miami Beach and Johnson and Wales. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and market simulations.

Christopher Pitera is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities, Inc. Additionally, he operates an insurance agency specializing in life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Luc Bernard Murat is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Chase Investment Services Corp. and Morgan Stanley DW Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Ballestas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously operated The Ballestas Group for five years and owns Assurance Wealth & Financial LLC, a firm established for insurance commissions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

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 credentials and 13 years of industry experience. He has worked with Equitable Advisors since 2014, previously at AXA Advisors, LLC., and Wells Fargo Clearing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Pamela Hintz is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 designations. She has 25 years of industry experience, including seven years at Morgan Stanley before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Brian Parness is a financial advisor with Osaic Wealth in Hallandale Beach, FL, holding a Series 66 license and 23 years of industry experience. His prior work includes positions at Ameriprise Financial Services, Janney Montgomery Scott, and UBS Financial Services. Outside of his advisory role, he teaches Brazilian jiu jitsu and serves on the Long Island University Alumni Board of Directors. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through various programs. The firm’s investment process involves model-based asset allocation and portfolio optimization, supported by multiple accounts and third-party manager options.

David Israel is a Series 66-credentialed advisor with Equitable Advisors in Ft. Lauderdale, FL. He has one year of industry experience and has previously worked at Castle Hill Capital Partners, New Guard Partners, and Quilvest Capital Partners. Outside of his advisory roles, he has been involved with Studio Artesano since 2021. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a broad array of investment products and third-party advisory programs while offering ERISA fiduciary services to qualified plans.

Tracey Tynes Horlback is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.