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.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

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.

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. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 37 years of industry experience. His prior roles include positions at Wachovia Securities, Prospera Financial Services, and Ameriprise Financial Services Inc. He is also a co-owner of Plymouth Rock Financial Partners LLC, an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service offering tailored retirement-income planning and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and collaborates with its affiliated product providers within a defined investment universe.

Kevin Peebles is a financial advisor at Merrill in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorganChase and PageGroup. 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 strategies for a range of individual and institutional clients.

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 Marchitto is a financial advisor with OSAIC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Oppenheimer, and Morgan Stanley DW Inc. Outside of advising, he owns an LLC that maintains a boat which may be used for charters and client events, and he serves as a volunteer board member on the finance committee of a nonprofit organization. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Todd Slobodkin is a Series 66 licensed financial advisor with Merrill in Fort Lauderdale, FL, with 11 years of industry experience. He has been with Merrill since 2006. 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, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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 at UBS Financial Services with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jessica Cesar Lopez is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following two years at Wells Fargo Clearing and two years at Aerotek. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its advisory process.

Andrew Strotman is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026. Outside of his advisory role, he has been involved with several sports-related business ventures, including positions with multiple baseball LLCs and athletics organizations. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.