Brian Currie is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Stefan Zdravkovic is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Paulson Investment Company and Maxim Group. Outside of finance, he has operated a catering business for several years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Dahianna Madera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at UBS Financial Services, J.P. Morgan Securities, and Bank of America/Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sanjay Menon is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017, following four years at JP Morgan Securities and JP Morgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marisa Caramat is a Series 66-licensed financial advisor with 12 years of industry experience, currently with UBS Financial Services since 2024. Her prior experience includes roles at Wells Fargo Bank and Clearing, as well as JP Morgan Securities and JPMorgan Chase. Outside of her advisory work, she serves as a brand ambassador for Young Living Essential Oils. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Robintz Jean is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is involved in managing inventory sales through R&G Vega Tech LLC. 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 provides both brokerage and advisory solutions.

Paul Sjogren is a financial advisor at Morgan Stanley with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a high school football and softball referee through local sports associations in Florida. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and resources to support its advisory programs.

Brian Lacks is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds Series 63, 65, and 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Gabriel Bustamante is a CFP® professional with 19 years of industry experience, currently advising at LPL Financial since 2026. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as Metlife Securities and Metropolitan Life Insurance Company. He also holds an outside insurance sales position focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Joseph Gentilucci is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan entities since 2018. Outside of his advisory role, he is involved in real estate ownership and management through several partnerships and LLCs. 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. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hunpatin Euler Ajayi is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Intuit Inc, Moss Adams, Deutsche Bank, American International Group (AIG), and self-employment since 2013. He is also involved with Aclouding. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, delivering advisory and brokerage solutions with a focus on non-discretionary and limited discretionary asset management.

Jared Strasser is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Deckman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked for 20 years at Blackrock Investments, Inc. and 21 years at Fam Distributors, Inc. 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 provides both brokerage and advisory solutions.

Harry Sammons is a financial advisor with LPL Enterprise in Coral Springs, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Piper Jaffray & Co. Sammons serves as a non-profit board member at St. Thomas Aquinas, where he helps coordinate fundraising efforts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Jeffrey Cosby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Morgan Stanley. He is based in Coral Springs, FL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.

William Klein is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop retirement plans by utilizing the tools provided by Fidelity to create comprehensive and customized strategies tailored to individual client needs. Mr. Klein brings over 32 years of experience in the financial services industry. Prior to his current role, he served as Regional Director at Integrity Viking Funds from 2019 to 2021, and as Regional Vice President at New York Life Insurance from 1991 to 2019.

Nicholas Phylactou is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Miller is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years at Raymond James & Associates. Outside of advising, he maintains a non-investment-related business entity, JRM Wealth Management Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and direct indexing.

Christopher Rankin is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial in Delray Beach, FL. His prior work includes roles at South State Bank and NBC Securities Inc., each spanning six years. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with a range of discretionary and non-discretionary management options.

Tracey Beyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2024. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.