Omar Fathallah is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at Jpmorgan Chase Bank, N.A. from 2022 to the present, as well as Ramkam, LLC from 2020 to 2022. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sumaya Musa is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client strategies.

Watt Korattana is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked in the restaurant industry with positions at Koji Sushi and Thai Restaurant, Jasmine Thai and Chinese, Manow Asian Express, and Siam Splendor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizes individualized financial planning and client goal documentation.

John Piotrowski is a CFP® with 21 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He worked at Ameriprise for 18 years prior to joining Raymond James in 2023. Outside of advising, he owns and manages several marine-related businesses including The Dock Experts and Expert Pile Drivers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical modeling tools.

John Shutowick is a CFP® professional with 36 years of industry experience, currently associated with Cetera. He has held roles at Summit Financial Group Inc and John Hancock Mutual Life Insurance Co., and co-founded Shutowick Wealth Management, a financial services firm. He also serves as an elected board member of the Fox Ridge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jack Cohen is a financial advisor with Raymond James & Associates in Hallandale Beach, FL. He holds Series 66 and Series 63 credentials and has 19 years of industry experience. Prior to joining Raymond James in 2023, Cohen worked at Morgan Stanley Private Bank and Itau International Securities. Outside of his advisory work, he manages a family-related business involved with property maintenance in Miami. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Gabrielle Bird is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process using firm-approved tools and modeling techniques.

Robert Regent is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 34 years of industry experience. He joined Raymond James in 2018 after nine years with Ameriprise Financial Services, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Carla Bashan is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. Merrill, together 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 strategies designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Mckenzie is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked within the Wells Fargo platform since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his primary role, he has ownership interests in McKenzie Riedel Wealth Management, LLC and Ramalq, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services leveraging Wells Fargo research and tools, with customizable recommendations delivered through both discrete planning engagements and optional implementation programs.

Joseph Doganieri is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has previously held roles at Aspire Financial Partners, Hard Rock Seminole Hotel & Casino, Amazon, and the YMCA. Doganieri is involved in marketing and sales of securities and fixed insurance products through Aspire Financial Partners, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to various managed account solutions, utilizing advanced asset-allocation tools and third-party platforms.

Stephanie Smith is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in a personal business focused on making and decorating sugar cookies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Anh Nguyen is a financial advisor with MassMutual Investors Services in Ft. Lauderdale, FL, holding the CFP® and CFA® designations with 14 years of industry experience. Prior to joining MassMutual Investors Services in 2017, Nguyen worked at MetLife Securities Inc. from 2011 to 2017. Outside of advisory work, Nguyen owns AV Wealth Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes detailed client data analysis and collaborative annual planning engagements supported by firm-approved tools.

Rodny Baez is a financial advisor at UBS Financial Services in Fort Lauderdale, FL, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Janet Scheer is a financial advisor with Merrill in Plantation, FL, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1996 and also worked at Bank of America, N.A. starting in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary strategies to a broad range of clients such as individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nick Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has accumulated experience through multiple roles at Morgan Stanley since 2024 and previously worked with Wisconsin Athletics for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Michael Primo is a financial advisor with Cambridge Investment Research Advisors in Weston, FL, holding Series 65 and Series 63 licenses and 19 years of industry experience. His prior experience includes roles at Dempsey Lord Smith, LLC, PEAK Brokerage Services, LLC, Blackridge Asset Management, LLC, and GWN Securities Inc. He is also the owner of Vita For Life LLC, a healthcare-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients—including individuals, pension plans, charitable organizations, and trusts—through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a variety of investment strategies and platform options.

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.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

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.