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.

Michael Stewart is a Series 66 licensed financial advisor with over 20 years of industry experience. He has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of the finance committee at Banyan Golf Club in West Palm Beach, FL. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

Phoebe Chapman is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2018 before joining Merrill and Bank of America in 2018. Outside of her advisory role, she serves as a trustee for the Jeanette Himes Trust. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Katz is a financial advisor with UBS Financial Services in Bal Harbor, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. Katz serves as a member of the Board of Directors for the Glenn Head Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering a range of products including fee-based financial planning, portfolio management, and access to proprietary research.

Doris Huggins is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gerald Licari is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1991. He provides an integrated and personalized approach to wealth management, drawing on over 35 years of experience in the financial services industry. Gerald specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor of Arts degree in Finance from Florida Atlantic University and maintains several professional designations, including Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA). Gerald's approach combines access to investment resources with personalized attention to develop short- and long-term wealth management plans to build, manage, and preserve client wealth across generations. Outside of his professional role, Gerald enjoys golf, pickleball, traveling, boating, and spending time with his family. He lives in Davie, Florida with his wife, Susan, and their dog, Coco. He is also actively involved with charitable organizations, particularly those supporting foster children.

Joseph Pierce is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Prospera Financial Services and Wachovia Securities. Pierce is also a co-owner of Plymouth Rock Financial Partners LLC, an Ameriprise franchise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors and emphasizes managed accounts and algorithmic recommendation generation.

Alana Margolin is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63, 65, and 66 credentials and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with investment planning and advisory services.

Harrison Monaco is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Taschen Miami and has a background in the arts sector with roles at Miami City Ballet and Philadelphia Ballet. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Moshe Banin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Banin serves on the board of The Victory Center, a nonprofit school supporting children, where he contributes to fundraising and strategic planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Blaze is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. He has held positions at Kestra Financial Services, FDR Financial Group, Ameriprise Advisor Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advisory solutions that incorporate LPL Research models, third-party subadvisors, and customized strategies.

Laurette Wynn is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Wynn-Lindenauer Group. Since joining Merrill Lynch in 2009, she has been assisting families, businesses, and institutions in managing their wealth. With over 38 years of experience in the financial services industry, she specializes in providing comprehensive wealth management services including investment management, retirement and estate planning, philanthropic strategies, and corporate services. Laurette and her team focus on tailored wealth strategies designed to provide income, preserve principal, and protect against inflation and taxes. Before Merrill Lynch, Laurette was a Private Wealth Advisor at UBS Financial Services and was noted as one of ten women in the country holding the Certified Investment Management Analyst (CIMA) designation, which she continues to maintain. Her educational background includes a Bachelor's Degree from State University College at Buffalo and a Master's Degree from Queens College. She has developed expertise in managing the wealth of affluent families, corporations, endowments, foundations, and the LGBT+ community globally. In addition to her professional career, Laurette has been actively involved in community organizations including the Funding Arts Network, Museum of Contemporary Art (MOCA), NSU Museum of Art, New World Symphony, The Illinois College of Optometry, and The Illinois Eye Institute. She enjoys reading, spending time with her family, and traveling.

Alejandro Ygnacio Calderon is a financial advisor with UBS Financial Services in Weston, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Jessica Cesar Lopez is a financial advisor with Morgan Stanley in Plantation, Florida, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Aerotek. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.

Andrew Strotman is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, he has held various roles primarily related to professional baseball ownership and athletics ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maya Tzur is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BankUnited. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic models to support its advisory services.

Zachary Mann is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 65 credential and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and has worked concurrently at MassMutual Life Insurance Company since 2015. Outside of advising, he acts as a referral partner for a contingent labor staffing firm and is involved in sales and service of individual life and disability insurance. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships and offers a variety of programs including educational seminars and event-driven planning services.

Juan Jimenez is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding a Series 66 designation and six years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Wells Fargo Bank, N.A. Raymond James & Associates, Inc. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Alejandro Mendieta is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc from 2015 to 2017. Mendieta serves on the executive boards of the South Florida Council of the Boy Scouts of America and the South Florida Hispanic Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning.