Brian Mora is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the Pembroke Pines, FL office. Outside of his advisory role, he owns a retail business, Rumble Boxing, in Parkland, FL. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored recommendations, while also offering a broad range of advisory, brokerage, and insurance solutions.

Isabella Cozad is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 license with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jennifer Pena is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities since 2019. Outside of her advisory role, she is a co-owner of residential rental properties through LLCs in Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach.

Tara Mirjah is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Riley is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Riley is an officer responsible for maintaining the books and records at Bailee Madison Productions, a production company in the entertainment industry. He is also involved with Women In Distress of Broward County, a local charity organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research-driven investment strategies.

Camryn Fasano is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Camryn held various roles including positions at the University of Florida and Global Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

Ludmilla Vastey Courteau is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Kaplan Studies, Origin, and Banco Latinoamericano de Comercio. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients. The firm operates on a large scale with nearly 4,000 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Luke Mc Carthy is a financial advisor at OSAIC in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining OSAIC, he worked at Associated Financial Consultants and Investor Services and has experience in education at the University of South Carolina and middle and high schools. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios with various investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Mitchell Silvey is a financial advisor with Cetera based in Hollywood, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at several firms including Mallah Furman CPA's and his own entities, M Silvey Inc and Levin, Silvey, Zelko & Mackey, PA, where he is a senior partner in a CPA firm. Outside of financial advising, he is involved in community activities, serving as treasurer for Youth Sports of Hollywood and LE TIP of East Broward, and he operates a retail sports apparel business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Asif Ali is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets. Outside of finance, he is pursuing a US Coast Guard Masters license. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Jamie Sutherland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2016, currently based in Oakland Park, FL. Outside of his advisory role, he is a silent, non-participating owner of a retail business, DNK LLC, located in Chicago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, using in-house research and third-party data within a defined investment universe.

Kiyoko Johnson is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Steven Ponce De Leon is a financial advisor at UBS Financial Services with two years of industry experience. Prior to his current role, he worked at Florida International University and South Miami Senior High. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Kevin Lynar is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Gemini Capital Management, an investment-related business based in Fort Lauderdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and planning tools.

Max Mortellaro is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at BankUnited, PNC Bank, and Community Capital Management. 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 applying an ESG eligibility framework in its investment recommendations.

Eliot Popper is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Co-Chair of the Health and Wellness Committee for the South Palm Beach County Bar Association, is an adjunct professor at Trine University, and serves on the board of Boca Speak Easy. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee estimates.

Daniel Simon is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. Outside of advisory work, he is an agent for The Simon Group, focusing on life insurance, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning engagements and event-driven strategies such as divorce and estate-settlement planning.

Evan Moskowitz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their goals, continuously monitoring and adjusting these plans as clients' needs evolve. Evan has accumulated extensive experience at Fidelity Investments, holding various positions including Planning Consultant (2023-2024), Relationship Manager (2021-2022), Financial Representative (2020-2021), and Customer Relationship Advocate (2018-2020). This progression reflects his deepening expertise in financial services and client relationship management.

James Barrett III is a financial advisor with Robert W. Baird & Co. in Fort Lauderdale, FL, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. His previous roles include positions at Mizuho Securities USA LLC and Auriga USA, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research capabilities.

Robin Solis is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 registrations and 14 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2021, Solis worked at UBS Financial Services from 2019 to 2021 and FMSBonds Inc. from 2006 to 2019. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment analyses.