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.

Maya Tzur is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BankUnited. 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 uses structured planning tools and economic models to support its advisory services.

Zachary Mann is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 65 credential and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and has worked concurrently at MassMutual Life Insurance Company since 2015. Outside of advising, he acts as a referral partner for a contingent labor staffing firm and is involved in sales and service of individual life and disability insurance. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships and offers a variety of programs including educational seminars and event-driven planning services.

Juan Jimenez is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding a Series 66 designation and six years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Wells Fargo Bank, N.A. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Alejandro Mendieta is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc from 2015 to 2017. Mendieta serves on the executive boards of the South Florida Council of the Boy Scouts of America and the South Florida Hispanic Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning.

David Pettit III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 28 years of industry experience, including 14 years at Transamerica Financial Advisors before joining Cambridge in 2016. Outside of advising, he is involved in managing several restaurant franchises and serves on the board of a nonprofit education organization. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jacob Marrs is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at United Capital Management of Kansas, Intl Advisory Consultants, and Edward Jones. Outside of his advisory role, he occasionally helps on his family farm in Clay Center, Kansas. 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 combines extensive research and analytics with a large-scale platform offering both brokerage and advisory solutions.

Justin Luzi is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes two years at J.P. Morgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers a range of derivatives and commodities capabilities.

Kerry Jenny is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.