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 the Series 66 designation and has worked at Cambridge since 2016, following a brief tenure at Merrill in 2015. Outside of his advisory role, he serves on several local boards, including the Broward County Housing Authority and the Coastal Conservation Association Florida, focusing on community and environmental issues. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, 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.

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 Ft. Lauderdale, FL, holding a Series 66 credential and three years of industry experience. Her prior work includes roles at Tastemakers LLC, Miami Dolphins & Hard Rock Stadium, WorldRemit, and Univision Communications. She has an outside insurance business activity in addition to her advisory work. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and tailored investment models.

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.

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. Alexis holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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 with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. His prior roles include positions at CIBC Capital Markets, Zeus Financial LLC, and Avenue One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research using forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Charles Verner is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 1987. Verner serves as a board member of Tower Forum and is assistant treasurer on the board of the Broward Education Foundation, a nonprofit supporting Broward County schools. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Swanellie Paulin is a Series 66-credentialed financial advisor with Edward Jones in Margate, FL, bringing 18 years of industry experience, all with the same firm since 2008. Outside of her advisory role, she owns and manages rental properties in West Palm Beach, FL, and San Jose, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Sosa is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 13 years of industry experience. Prior to joining Cetera in 2022, he worked at Forthright Resources and Randstad Professionals. He is also the sole owner of Forthright Resources LLC, a recruiting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various discretionary and non-discretionary program options.

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.

Michelle Valdez is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to understand what is important to them and helps develop strategies to pursue their financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. Michelle holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Pontificia Universidad Catolica Madre y Maestra and is proficient in both English and Spanish. She emphasizes ongoing advice and guidance to adapt to changing client needs, aligning her approach with a personal philosophy centered on creating meaningful impact through financial planning.

James Senior is a financial advisor with Edward Jones in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2012 and previously worked at Fifth Third Securities, Inc. from 2011 to 2012. He serves on the Professional Advisory Committee of the United States Holocaust Memorial Museum in Boca Raton, FL, where he participates in fundraising planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering tax-efficient services and operating under a fiduciary standard.