Matthew Arbucci is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside his advisory role, he is a partner at RegenXscience, a company focused on skin rejuvenation and regenerative technology. 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 to guide investment recommendations.

Dr. Linda Weitz Stone is a Wealth Management Advisor and Vice President at Merrill in Ft. Lauderdale, Florida. She holds several professional designations including Certified Portfolio Manager (CPM®), CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Accredited Domestic Partnership Advisor™ (ADPA®). She serves as Director at Large for the Academy of Certified Portfolio Managers. As a Senior Portfolio Manager, she offers customized investment strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She has the flexibility to manage portfolios on a discretionary basis and to assist other Merrill advisors with managing client assets using her own strategies. Linda has over 35 years of experience in the financial services industry, beginning her career on Wall Street soon after graduating high school. She holds a Ph.D. in Business Administration from Northcentral University, as well as an MBA and a Bachelor of Science degree from Nova Southeastern University. She focuses on helping clients pursue individual financial goals and maintain a comfortable retirement. Linda lives in Hollywood, Florida, with her husband. She has three children and four grandchildren. Outside of work, she enjoys family outings, biking, skiing, and international travel.

Michael Lambrechts is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory work, he serves as a board member for the Coastal Conservation Association Florida and the John Michael Baker Fishing Tournament, as well as a committee member for the Broward County Housing Authority. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Dane Niles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Outside of advisory services, he is involved in sales of loan products and 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 operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Adriana Vila Soto is a financial advisor with Equitable Advisors in Miami Lakes, FL, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Tastemakers LLC, the Miami Dolphins & Hard Rock Stadium, WorldRemit, LLC, and Univision Communications. Outside of her advisory role, she is involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver client recommendations.

Katherine Cathcart is a financial advisor at Cetera with over 32 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Cetera, she worked at firms including Hilton Capital Management and Rafferty Capital Markets. She is a co-chair of the Membership Committee for Women in ETF, an organization supporting women in the ETF and finance industry. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Christopher Ortiz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior experience includes roles at Raymond James & Associates and UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Kimberly Sampson is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she operates a sole proprietorship offering catering, event coordination, and consulting services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets and investment services.

Amiben Patel is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill Lynch, Equitable Advisors, Bankers Life Securities, and Bankers Life and Casualty. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Andreas Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory duties, he is involved in the sale of health insurance and Medicare plans and owns AFA Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes affiliated and third-party models, with approximately $256 billion in assets under management.

Alexis Aragones is a financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones, Alexis held positions at Bank of America NA, Merrill Lynch, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Esther Berger is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has been with UBS since 2021, including her current role at UBS Financial Services since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Piscatelli is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CIBC Capital Markets, Zeus Financial LLC, and Avenue One. 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 to support its recommendations.

Charles Verner is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1987. Verner serves on the boards of the Tower Forum and the Broward Education Foundation, where he is also assistant treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial products and services.

Swanellie Paulin is a financial advisor at Edward Jones in Margate, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Sosa is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cetera and Regions Bank since 2022. Prior to that, he was the sole owner of Forthright Resources LLC, a recruiting business, and worked at Randstad Professionals for six years. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Neil Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in partnering with affluent to high net worth individuals and business owners to manage all aspects of their financial lives through individualized portfolios. Neil's approach focuses on providing differentiated returns by leveraging his knowledge of Alternative Investments, including Hedge Funds, Private Equity, Private Placements, and Structured Investments. He also offers tailored lending strategies through Bank of America to support his clients' financial goals. Neil is a Certified Private Wealth Advisor (CPWA) designee, a certification awarded by the Investments & Wealth Institute. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management in 2016, Neil worked as a Private Client Advisor at JP Morgan. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. Outside of his professional role, Neil enjoys baseball, basketball, and football, and values spending time with his family.

Daniel Schwartz is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. He also serves as a trustee for a family investment and planning trust. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.

Gerardo Porraz is a CFP®-credentialed financial advisor with Edward Jones in Boca Raton, FL, bringing eight years of industry experience. Before joining Edward Jones in 2017, he worked with Trader Makers and Inverpro, LLC and has been involved in performing arts through Porraz Entertainment, LLC. He has experience in music performance and production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jaynie Siegel is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.