Jeffrey Cornell is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include over 16 years at Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Vladimir Tranquille is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Axa Advisors. Prior to his finance career, he held positions at Fontainebleau Miami Beach and Johnson and Wales. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and market simulations.

Michael Whylie is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning relationships either as one-time engagements or ongoing services. The firm’s approach separates planning from managed-account services and emphasizes periodic review of recommendations without discretionary trading authority.

Jeremy Straub is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual and affiliated firms since 2015, with prior experience at Ameriprise from 2003 to 2015. Outside of his advisory role, he is a contributing author and serves as a board member of the Young Presidents Organization (YPO). MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and offers a range of programs including estate-settlement and employer-sponsored planning.

Robert Naclerio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is also involved in a non-investment business entity called Life Long Coach Advisor. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Pitera is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities, Inc. Additionally, he operates an insurance agency specializing in life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Robert Ballestas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously operated The Ballestas Group for five years and owns Assurance Wealth & Financial LLC, a firm established for insurance commissions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Alejandro Ayaviri Castillo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, UBS Financial Services, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Daniel Odze is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Equitable Advisors since 2014, previously at AXA Advisors, LLC., and Wells Fargo Clearing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Pamela Hintz is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 designations. She has 25 years of industry experience, including seven years at Morgan Stanley before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Brian Parness is a financial advisor with Osaic Wealth in Hallandale Beach, FL, holding a Series 66 license and 23 years of industry experience. His prior work includes positions at Ameriprise Financial Services, Janney Montgomery Scott, and UBS Financial Services. Outside of his advisory role, he teaches Brazilian jiu jitsu and serves on the Long Island University Alumni Board of Directors. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through various programs. The firm’s investment process involves model-based asset allocation and portfolio optimization, supported by multiple accounts and third-party manager options.

David Israel is a Series 66-credentialed advisor with Equitable Advisors in Ft. Lauderdale, FL. He has one year of industry experience and has previously worked at Castle Hill Capital Partners, New Guard Partners, and Quilvest Capital Partners. Outside of his advisory roles, he has been involved with Studio Artesano since 2021. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a broad array of investment products and third-party advisory programs while offering ERISA fiduciary services to qualified plans.

Tracey Tynes Horlback is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Hannah Scherfer is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Before becoming a Planning Consultant, she worked in several positions at Fidelity Investments, including Relationship Manager in 2025-2026, Financial Representative in 2025, and Financial Service Representative from 2024 to 2025. In her current role, Hannah focuses on understanding the goals, priorities, and concerns of individuals and families to collaborate on personalized financial plans. She aims to build long-term relationships grounded in trust and transparency, serving as a reliable partner through every stage of her clients' financial journeys. Outside of her professional work, Hannah has interests in beach activities, fitness, gardening, skiing, surfing, and traveling.

John Allison is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company from 1989 to 2017. In addition to his advisory role, he is involved in individual life insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written financial recommendations.

Michael Zager is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory role, he serves as a board member at Nova Southeastern University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships utilizing firm-approved software to analyze client goals and provides investment category recommendations without discretionary authority.

Nicholas Durfee is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their short-, mid-, and long-term financial goals by developing personalized strategies. His work covers areas including general investing, retirement planning, and saving for unexpected events. Nicholas also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Small Business Strategies. Nicholas holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Elon University and is a member of the Elon Alumni Network. Outside of his professional role, Nicholas enjoys boating, cooking, fishing, golfing, skiing, tennis, and traveling.

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 in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at MetLife Securities Inc. and has been with MassMutual and its affiliates since 2016. Outside of his advisory role, Fernandez is involved in structured settlements, insurance businesses, and serves as a personal representative for personal injury cases involving clients located outside Florida and the U.S. Mass Mutual Investors Services, LLC 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 emphasizes collaborative annual planning relationships using firm-approved tools and provides various specialized planning programs.

Matthew Arbucci is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is an owner and partner of RegenXscience, a company focused on skin rejuvenation technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.