Kiersten Large is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, EP Wealth Advisors, TIAA-CREF, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and utilizes insights from its Global Investment Committee to support client financial plans.

Gil Fernandez is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is involved as an agent in structured settlements and insurance businesses and serves as a personal representative for individuals involved in personal injury cases. 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, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning and estate-settlement services.

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.

Alex Holguin is a financial advisor with LPL Financial in Aventura, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Frye Financial Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Gonzalez is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. His work history includes roles at Bank of America and Wells Fargo, as well as academic positions at Florida International University and Miami Dade College. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Conor Clancy is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at UBS from 2016 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Clancy serves on the Miami Country Day School Alumni Board, advising on fundraising and alumni engagement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Renay Polite Neilly is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Columbus Life and Avantax. Outside of advisory work, she is president of Neilly Financial Services, a firm offering tax preparation, accounting, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm provides a multi-manager platform with a range of portfolio management, financial planning, and retirement services for individual, corporate, and institutional clients.

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 roles include positions at Raymond James & Associates, UBS Financial Services, and Bank of America. He has also worked in healthcare and education sectors. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party teams.

Michael Biller is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Aventura, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

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 with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America in 2022, Patel worked at Equitable Advisors and Bankers Life in various roles. Merrill, along 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.

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.