Michael Primo is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Dempsey Lord Smith, LLC, PEAK Brokerage Services, LLC, and GWN Securities Inc. Outside of his advisory role, he is the owner of Vita For Life LLC, a healthcare business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

Aixa Rosado is a Series 66 licensed financial advisor with Morgan Stanley in Plantation, Florida, bringing 29 years of industry experience. She previously worked at Barclays Capital Inc. for nine years before joining Morgan Stanley in 2017. Outside of her advisory role, she serves as a Notary Public in various Florida cities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Diana Verity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at PNC Bank and BB&T. 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 brokerage, distribution, and investment management capabilities.

Michael Stewart is a financial advisor with Wells Fargo Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the finance committee of Banyan Golf Club in West Palm Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Jason Katz is a financial advisor with UBS Financial Services in Bal Harbor, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. Katz serves as a member of the Board of Directors for the Glenn Head Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering a range of products including fee-based financial planning, portfolio management, and access to proprietary research.

Doris Huggins is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gerald Licari is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1991. He provides an integrated and personalized approach to wealth management, drawing on over 35 years of experience in the financial services industry. Gerald specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor of Arts degree in Finance from Florida Atlantic University and maintains several professional designations, including Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA). Gerald's approach combines access to investment resources with personalized attention to develop short- and long-term wealth management plans to build, manage, and preserve client wealth across generations. Outside of his professional role, Gerald enjoys golf, pickleball, traveling, boating, and spending time with his family. He lives in Davie, Florida with his wife, Susan, and their dog, Coco. He is also actively involved with charitable organizations, particularly those supporting foster children.

Joseph Pierce is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Prospera Financial Services and Wachovia Securities. Pierce is also a co-owner of Plymouth Rock Financial Partners LLC, an Ameriprise franchise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors and emphasizes managed accounts and algorithmic recommendation generation.

Alana Margolin is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63, 65, and 66 credentials and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with investment planning and advisory services.

Harrison Monaco is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Taschen Miami and has a background in the arts sector with roles at Miami City Ballet and Philadelphia Ballet. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Moshe Banin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Banin serves on the board of The Victory Center, a nonprofit school supporting children, where he contributes to fundraising and strategic planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Blaze is a CFP®-certified financial advisor with over 30 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Financial Services and FDR Financial Group, where he remains associated. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and services, utilizing model portfolios, third-party subadvisors, and various technology tools to support its discretionary and non-discretionary management strategies.

Laurette Wynn is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Wynn-Lindenauer Group. Since joining Merrill Lynch in 2009, she has been assisting families, businesses, and institutions in managing their wealth. With over 38 years of experience in the financial services industry, she specializes in providing comprehensive wealth management services including investment management, retirement and estate planning, philanthropic strategies, and corporate services. Laurette and her team focus on tailored wealth strategies designed to provide income, preserve principal, and protect against inflation and taxes. Before Merrill Lynch, Laurette was a Private Wealth Advisor at UBS Financial Services and was noted as one of ten women in the country holding the Certified Investment Management Analyst (CIMA) designation, which she continues to maintain. Her educational background includes a Bachelor's Degree from State University College at Buffalo and a Master's Degree from Queens College. She has developed expertise in managing the wealth of affluent families, corporations, endowments, foundations, and the LGBT+ community globally. In addition to her professional career, Laurette has been actively involved in community organizations including the Funding Arts Network, Museum of Contemporary Art (MOCA), NSU Museum of Art, New World Symphony, The Illinois College of Optometry, and The Illinois Eye Institute. She enjoys reading, spending time with her family, and traveling.

Alejandro Ygnacio Calderon is a financial advisor with UBS Financial Services, holding Series 66 and Series 65 licenses and bringing 17 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Leonard Vasquez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2013. 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 network of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.

Jessica Cesar Lopez is a financial advisor with Morgan Stanley in Plantation, Florida, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Aerotek. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.

Andrew Strotman is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, he has held various roles primarily related to professional baseball ownership and athletics ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maya Tzur is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BankUnited. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic models to support its advisory services.

Juan Jimenez is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities LLC, Morgan Stanley, and Wells Fargo Bank, N.A. Jimenez is based in Hallandale Beach, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a primarily non-discretionary approach.

Jacob Marrs is a CFP® professional with 11 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he spent one year with Wells Fargo Advisors, LLC. Outside of his advisory role, he occasionally assists with labor on his family farm in Clay Center, Kansas. 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 utilizes research from Wells Fargo Investment Institute and third-party sources to support its investment approach.