Jared Slansky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Olin Hill IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and has previously worked at LPL and Lakeside Bank. Outside of his advisory role, he is involved in Elevated Paving Inc. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage diverse portfolios with both discretionary and non-discretionary options.

Robert Swensen is a financial advisor with J.P. Morgan Securities in Coral Springs, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves as a lacrosse coach with FC Crush Lacrosse. 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 in its investment process.

Sean Rath is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, he worked in education for several years and currently supports a registered investment advisor in client and administrative duties. He also serves as an instructor for an online life skills course offered through a gap year program. Osaic Wealth serves a diverse range of clients, including individual and high-net-worth investors, institutions, and charitable organizations, providing brokerage, advisory, and financial planning services through an extensive network of advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

Shannon Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management, actively engaged in the financial services industry since 2002. She began her career at AIG Valic, focusing on large group retirement plans for nonprofit organizations, and later joined Banc of America Investment Services, Inc. before moving to Merrill Lynch in 2009. Shannon holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. As a specially qualified Senior Portfolio Advisor, Shannon provides traditional financial advice and guidance while also designing and managing custom investment strategies tailored to individual client needs. She draws on her banking experience to assist clients in managing both sides of their balance sheets, aiming for comprehensive financial planning. Her client focus includes college education planning, retirement income strategies, and portfolio management services. Shannon attended the University of Central Florida and earned her high school diploma from Bishop Moore High School. Outside of her professional role, she enjoys hiking, reading, traveling, and spending time with her family.

David Shorr is a financial advisor with Morgan Stanley in Aventura, Florida, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is the owner of HKM-VROOM LLC, a stock trading business based in Miami. Morgan Stanley Wealth Management serves individual and institutional clients with 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 investment models.

Harris Mandler is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013, previously working at Axa Advisors, LLC. Outside of his advisory role, Mandler is active in community organizations, serving on the Tower Club Board of Governors and participating in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a hybrid advisory and brokerage model that leverages third-party asset managers and LPL programs.

Jessica Suskind is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent eight years at UBS Financial Services, Inc. She is based in Aventura, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Teresa Mcardle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and bringing 30 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 both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Veronica Noboa is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005, including time spent at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s platform, providing access to a wide range of investment products and services.

Claudia Aranibar is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of her advisory work, she manages several rental properties as a sole proprietor and co-owner with family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Michael Gee is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment estimates.

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.

Sean Riley is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Riley is an officer at Bailee Madison Productions, a production company in the entertainment industry, and is involved with Women In Distress of Broward County, a local charity organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a large network of financial advisors.

Sanjeev Arora is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

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.