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.

Ligia Di Nallo is an International Wealth Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2008 at Bank of America and joined Merrill Lynch in 2014 as a Financial Advisor. Ligia works with both domestic and international clients, focusing on developing deep personal relationships to understand their holistic goals and needs beyond investments. She brings expertise in areas such as family wealth management strategies, international wealth management, retirement planning, and socially responsible investing. Ligia collaborates with multiple generations of families to create cohesive, personalized financial plans designed to achieve their personal and professional objectives. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Ligia earned her bachelor's degree from Florida International University and is fluent in English, Spanish, and Portuguese. Originally from Brazil and having spent much of her childhood in Venezuela, Ligia is equipped to address the needs of global families. She is committed to providing a high level of client care and service, and she participates in community volunteer activities. Her personal interests include cooking, hiking, music, traveling, and watching movies.

Alexandros Grivas is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Conscious Logistics LLC, and Theo's Restaurant. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

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 at Merrill Lynch Wealth Management with a financial services career that began in 2002. She initially focused on large group retirement plans for nonprofit organizations at AIG Valic, transitioned to Banc of America Investment Services, Inc. in 2006, and joined Merrill Lynch Wealth Management in 2009. Shannon holds the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. As a specially qualified Senior Portfolio Advisor, Shannon develops customized portfolios tailored to meet her clients' specific financial needs. She combines her comprehensive banking and investment experience to assist clients in managing both sides of their balance sheets and to pursue their financial objectives through a range of investment strategies, including discretionary management within Merrill model portfolios and third-party investment options. Shannon attended the University of Central Florida and holds a high school diploma from Bishop Moore High School. Outside of her professional work, 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 20 years of industry experience. He has worked with Equitable Advisors since 2013 and previously with VOYA Financial Advisors, Inc. His community involvement includes serving on the Board of Governors for the Tower Club and participation in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, employing a range of advisory models and third-party asset managers to deliver tailored investment solutions.

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.

Kimberly Gray is a financial advisor with Charles Schwab in Plantation, FL, holding a Series 66 designation and six years of industry experience. She has held roles at multiple financial institutions, including Bank of America, Merrill, and Mass Mutual. Kimberly also serves as an adjunct professor at Broward College, where she lectures on personal finance. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management and financial planning services.

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 two years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2005. Prior to her current role, she was employed at Bank of America, N.A. from 2024 to the present. 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 for individual, high-net-worth, pension, corporate, and charitable clients, supported by internal and third-party portfolio management teams.

Claudia Aranibar is a financial advisor with Merrill and holds a Series 66 designation. She has 17 years of industry experience, including over a decade at Bank of America and Merrill since 2012. Outside of her advisory role, she manages multiple rental properties as a sole proprietor and co-owner with family members. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gee is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary tools to support its financial planning services.

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.