Robert Surella is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to provide planning, guidance, transparency, and service aimed at achieving their financial and lifetime goals. He has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Robert worked as an Investment Associate at Paulson Investment Company from 2020 to 2021. Throughout his career, Robert has developed expertise in financial planning and investment consulting. His progression through various positions reflects his growing experience in serving clients' financial needs. Outside of his professional work, Robert has personal interests that include baseball, fishing, fitness, food, soccer, and volunteering.

Al Quintana is a Series 66-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at AutoNation from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrea Pineda is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, and Merrill Lynch. Outside of finance, she operates a pet sitting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and proprietary investment models.

Ruperto Roman Jr is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with Cetera and its affiliates since 2015. Outside his advisory role, he is involved in business consulting and tax preparation through his ownership of JLTD Inc. and Roman Enterprises & Associates Inc. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated managers, supporting many program structures and custodial relationships.

Troy Sterba is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial in Fort Lauderdale, FL, returning to the firm in 2025 after previously working there from 2008 to 2011. His prior experience includes roles at First Horizon, Infinex Investments, Gibraltar Private Bank & Trust, IFMG Securities, SouthTrust Securities, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gilberto Rivera is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Mastec Communications Group, CRYPTO.com, and the Miami Dade Police Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Feeney is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, N.A., Suntrust Advisory Services, Inc., Suntrust Investment Services, Inc., Suntrust Bank, and The Northern Trust Company. Outside of his advisory work, he is a passive owner of an LLC that operates an online e-commerce store selling nutritional supplements. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a variety of model-based and discretionary investment strategies supported by internal and third-party management teams.

Angelica Fezza is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Morgan Stanley since 2015, with a brief tenure at JPMorgan in 2021. Outside of advisory work, she is the sole proprietor of Valanjoe Investments, LLC, a real estate-related business based in Miami. Morgan Stanley Wealth Management serves individuals and institutional clients with a 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 firm-approved tools and methodologies.

Chester Wilson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He is based in Fort Lauderdale, FL, and has been affiliated with RBC Capital Markets, LLC since 1983. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through various investment managers and model providers.

Jordan Niefeld is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Andrew Kolowich is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Invest Financial Corporation and MSI Financial Services, Inc. He also has an investment-related business activity under Sunstone Wealth Management that operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by research and operational tools.

Michael Jeannot is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over a decade of experience in the financial services industry, having worked in various roles including Financial Solutions Advisor at Merrill Lynch from 2021 to 2025, Relationship Manager at Bank of America from 2020 to 2021, Wealth Management Advisor at Equitable Advisors from 2016 to 2019, and Banker at Wells Fargo from 2013 to 2015. Michael partners with families and business leaders to design tailored wealth strategies that preserve and grow assets. His expertise includes tax-efficient investing and legacy planning, aiming to ensure that clients' wealth supports their vision for family, business, and community. Outside of his professional work, Michael's personal interests include spending time at the beach, cars, football, golf, and traveling.

Darrun Mohan is a Financial Consultant who focuses on guiding clients toward their financial goals by developing personalized strategies that align with their individual goals, values, and life stages. His approach emphasizes building trust and fostering long-term relationships through open communication and a thorough understanding of each client's needs. He has experience working with several firms, including Fidelity Brokerage Services LLC as a Planning Consultant from 2021 to 2023, Merrill Lynch, Pierce, Fenner & Smith Incorporated as a Financial Advisor from 2019 to 2021, and AXA Advisors, LLC as a Financial Consultant from 2017 to 2019. Outside of his professional work, Darrun has interests in fitness, football, golf, outdoor adventures, and pets.

Karina Trulla Mualem is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Family Wealth Partner and Commonwealth Financial Network, both from 2018 to 2023, and at The Law Office of Dana Pechersky from 2016 to 2018. Outside of advising, she serves as a notary public. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo’s research and planning tools to deliver tailored recommendations. The firm provides a broad range of planning services covering cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

David Katz is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2017, following a three-year tenure at Ameriprise Financial Services. Outside of his advisory role, he is an author and editor. Raymond James & Associates 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Leeann Azzara is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and New York Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services.

Daniel Alvarez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner of Meda Holdings, LLC, where he is involved in property renovation and sales. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Casey Prisco is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Northern Trust, Deutsche AM Distributors, and other firms. From 2006 to 2017, he was involved with Prisco Communications, Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of programs including estate planning and investment management.

Edward Hickey is a financial advisor with Ameriprise based in Ft Lauderdale, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with Ameriprise and its affiliated firm since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for assets held in Ameriprise Managed Accounts.

Gage Dumas is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Bankers Life and Tbones Great American Eatery. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.