Vladimir Levyi is a financial advisor with Raymond James & Associates, holding a Series 66 credential and seven years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley from 2018 to 2023. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Alfredo Pupkin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, 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 market-based modeling techniques.

John Ruffolo is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Primerica Advisors since 1998 and has been president of Rhino Jr., Inc., a legal entity formed for Primerica business purposes, since 1999. In addition to his advisory role, he receives non-investment related compensation for referrals related to home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Howard Shapiro is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he fully owns Southeast Tropical Financial Services Inc., an investment-related business in Coral Springs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically being discrete and customized.

Douglas Williams is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliates since 2000. In addition to his advisory role, he owns Williams & Associates, a CPA firm in Plantation, Florida. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Shane Hall is a financial advisor with Ameriprise in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations through a centralized consulting team.

Patrick Friderich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in managing a legal entity formed for Primerica business purposes and holds a managerial role in a commercial property venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

Samantha Campa currently serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads financial professionals in delivering education and guidance to clients, focusing on coaching and development to inspire her associates. Her career at Fidelity Investments began in 2013 and includes progressive roles such as Financial Representative, Relationship Manager, Senior Relationship Manager, Financial Consultant, and Vice President, Financial Consultant. Prior to joining Fidelity, Samantha worked in Fixed Income Trading and Sales at Auriga Global Investors from 2011 to 2012. Outside of her professional responsibilities, Samantha enjoys cooking and baking, football, gardening, music, Pilates, and traveling.

Kyle Boos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Boos serves on the advisory board of the Broward Sheriff's Advisory Council, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Albert Montague is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He previously worked at Morgan Stanley in various roles from 2008 to 2022. Montague serves on the board of directors for Camillus House, a nonprofit focused on helping the homeless, and is involved with Folio Fine Wine Partners, providing information on wine and vineyards. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management with a range of in-house and third-party investment options.

Lauren Fiori is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Her prior roles include positions at BridgeInvest and Smarter Financial Ltd., as well as founding Fiori Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 supported by its Global Investment Committee to assist clients in their financial decisions.

Eduardo Sarnow is a financial advisor at Morgan Stanley in Aventura, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he is a part owner of STRONG LIGHT, LLC, a company involved in early education and marketing strategy, as well as a partner in a business focused on logistics and advisory services related to European citizenship acquisitions. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, delivering tailored plans without providing individual security recommendations in standalone programs.

Jennifer Daly is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for one year. Outside of her advisory role, her spouse owns a business involved in aftermarket cars. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Wacks is a financial advisor with Ameriprise, holding a Series 66 credential and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the advisory board of RLW Public Relations, Inc. and provides occasional business guidance to his daughter for her social media venture featuring a dog brand. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that combines investment research and tax-aware withdrawal strategies to support clients approaching or in retirement.

Doina Benac is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. Her prior work includes 16 years at Citigroup Global Markets and roles at Raymond James & Associates and Morgan Stanley. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Oscar Guerrero is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Fidelity Investments, Wells Fargo Clearing, Ally Invest Securities, and PNC Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with an emphasis on systematic methodologies and oversight.

James Earl is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2017 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles and manages portfolios through a mix of in-house and third-party managers, providing a range of financial planning, custody, and brokerage services.

Brett Goetz is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at UBS Financial Services. Outside of his advisory role, he is involved as a partner in a fundraising effort connected to a high school football team in Hollywood, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that includes structured discovery conversations and advanced modeling tools.

Leticia Gomes Teixeira is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Insigneo Advisory Services. Teixeira is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Becca Harps is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In this role, she works closely with clients to understand their goals and priorities, collaborating to develop customized financial plans. She utilizes a variety of resources and strategies offered by Fidelity to implement these plans effectively. Prior to joining Fidelity, Becca served as a Financial Advisor at AIG Retirement Services from 2014 to 2020. She brings over 10 years of experience in financial planning, focusing on providing clients with insights to support important life decisions and events.