Omar Fathallah is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, MSI Financial Services, and Chase Investment Services Corp., before joining J.P. Morgan Securities in 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Ma Carmila Ranas is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior work includes positions at Aetna and Broward Health North. She also engages in sales of investment-related products and participates in referrals related to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners, focusing primarily on individual investors rather than institutional portfolio management.

Sumaya Musa is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

John Hagadorn Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

John Duford is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Watt Korattana is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has four years of industry experience. Prior to joining Equitable Advisors in 2022, he held several roles in the restaurant industry, including at Koji Sushi and Thai Restaurant and Jasmine Thai and Chinese. Equitable Advisors serves a range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes various third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and alternative investments.

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.

Jack Cohen is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and HSBC Securities (USA) Inc. Outside of his advisory role, he manages a family business related to property maintenance in Miami. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Adam Spiro is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Merrill, Raymond James & Associates, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ronald Mckenzie is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He has partial ownership in McKenzie Riedel Wealth Management, LLC, based in Wheeling, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Joseph Doganieri is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial representation and marketing at Aspire Financial Partners. His prior experience includes positions at Amazon and the Hard Rock Seminole Hotel & Casino. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs delivered through an extensive multi-advisor platform.

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 Series 66 licensed advisor with Merrill in Fort Lauderdale, FL, and has 27 years of industry experience. She has been with Merrill since 1996 and started at Bank of America, N.A. in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nickolas Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Morgan Stanley intermittently since 2024 and has prior work experience with Wisconsin Athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Michael Primo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including GWN Securities Inc. and PEAK Brokerage Services, LLC. Outside of advising, he owns a healthcare-related business, Vita For Life LLC. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

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 financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he serves on the finance committee of Banyan Golf Club in West Palm Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Phoebe Ross is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously spent six years at Morgan Stanley. Outside of her advisory role, Ross serves as a trustee for the Jeanette Himes Trust and holds power of attorney for Jeanette Himes. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.