Annagay Powell is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding a Series 65 credential and three years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services, and has additional work experience with Uber, Doordash, and the City of Tamarac. Outside of financial advising, she is a co-owner of a local trucking company, Just Che Trucking, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure for its services.

Curtis Dabros is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His career includes prior roles at CUSO Financial Services, L.P. from 2001 to 2018 and ongoing service at Power Financial Credit Union since 2001. Outside of his advisory work, he has recent employment with the Washington Nationals MLB team. 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 services including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Guido Sosa is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Insigneo Securities LLC and Andbanc Brokerage LLC, prior to joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory work, he is involved with Argusa Group LLC, a business related to the automotive and transportation sector. 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 customized financial planning supported by advanced tools and methodologies.

Barbra Shaffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors since 2019, as well as prior positions at National Securities Corporation and Gilman Ciocia, Inc. She is also president of Shaffer Wealth Solutions, a separate advisory business based in Fort Lauderdale, FL. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

John Fricker is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at Lion Street Financial, Flah and Company Insurance and Estate Planners, and The Prudential Insurance Company of America. Outside of his advisory role, he is president of Fricker Consulting, Inc., a pass-through entity established for bonus compensation related to prior employment. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Patrick Ryan is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2010. Outside of his advisory role, he owns and manages a rental property business in Chicago. 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 that utilizes firm-approved tools and planning strategies.

Anna Karlova Arango is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has worked at several firms, including Cetera Advisors LLC, Equitable Advisors LLC, Primerica, Merrill, and Bank of America. In addition to her advisory roles, she is involved with Golden Empire LLC and Golden Empire Management Inc. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Aires Botas is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity for over 16 years and has more than 19 years of experience in the financial services industry. Throughout his career, Aires has worked closely with clients and families to plan for their financial goals, focusing on developing personalized investment strategies that align with each client's unique style and objectives. His professional journey at Fidelity includes roles such as Financial Consultant, Investment Consultant, Portfolio Specialist, and Retirement Relationship Manager, among others. Prior to joining Fidelity, Aires worked as a Life Insurance Consultant at New York Life Insurance Company and as a Brokerage Consultant at GunnAllen Financial. He holds insurance licenses in Arkansas and California. Outside of his professional work, Aires has interests in art, cars, fitness, music, reading, and traveling.

David Searles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. He is the owner of two support companies, Intercoastal 101 Financial and TrueGate Capital Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Santiago Borenszteyn is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at MML Investors Services, Varsity Tutors, MassMutual Life Insurance, Florida Financial Advisors, and teaching at the University of Florida and Dr. Michael M Krop Senior High. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by proprietary tools and methodologies.

Jennifer Cooper is a financial advisor at Edward Jones in Coral Springs, FL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Daniel Granda is a financial advisor at Osaic Wealth Inc with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Pruco Securities, and The Prudential Insurance Company of America. Outside of his advisory role, he owns Interstellar Collectibles & Gaming, a business focused on the sale and marketing of games, cards, comics, and figures. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by various investment tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Keylana Nemnich is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with three years of industry experience. She holds the Series 66 designation and has previously worked at Granahan Investment Management and the Federal Reserve Bank of St. Louis. Outside of her advisory role, she is involved with Infinite Harmony LLC, a retail and online stores business where she participates in business development and sales. 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 employs a structured planning process supported by firm-approved tools and models.

Madeline Morales is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2011 and 2002, respectively. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of investment models.

Vijay Baxter is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2015 prior to joining Raymond James. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Ellen Krider is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Merrill for 21 years and briefly at J. B. Hanauer & Co. before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

Tiani Hausen is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Lenore Dunlop is a Series 66-licensed financial advisor with Morgan Stanley, based in Coral Springs, FL, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank since 2019 and has been with Morgan Stanley since 2018. Prior to her financial services career, she was involved with the Acupuncture Wellness Center of Florida and has managed self-employment activities since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment analyses to support client financial goals.

Lee Roggenburg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Summit Financial Group Inc. and Summit Brokerage Services Inc. Outside of his advisory work, Roggenburg is involved in lacrosse media as a senior writer and color commentator, contributing to online lacrosse content and covering games through various platforms. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Maohong Li is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has worked with Mass Mutual and its affiliates since 2016 and previously spent more than two decades at Metlife Securities Inc. Outside of advisory work, Li is a licensed real estate agent and notary public. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning engagements using firm-approved analytical tools.