Christopher Railey is a financial advisor with Morgan Stanley in Plantation, Florida, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Sergio Santana is a financial advisor at LPL Financial with one year of industry experience. He previously worked at SOS Financial Management for 12 years and has held various business ownership roles outside of investment advising, including involvement with Mangos Tropical Cafe, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bailey Rudolph is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Rockefeller Capital Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marc Slama is a financial advisor with Thrivent Investment Management in Boca Raton, FL. He holds a Series 66 designation and began his financial services career in 2024. Prior to his current role, he was associated with John Leavitt - Thrivent. Outside of finance, Slama is the president and owner of Slama Sports, a tennis coaching and events business he has operated since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary portfolio management.

Douglas Labossiere is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as treasurer on the board of the Sheridan Kalorama Neighborhood Council, a historic neighborhood preservation nonprofit. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside integrated capital markets and lending capabilities.

Tammy Cipollone is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Patricia Barry is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial guidance and investment strategies tailored to her clients' needs. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Framingham State College. Outside of her professional activities, Patricia has interests in cooking, reading, and traveling.

Sameer Derashri is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2012. Outside of advisory work, he is involved in a family-held LLC owning a Great Clips franchise, where he contributes a few hours weekly. 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. The firm offers model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Angelo Dhanpath is a financial advisor at Morgan Stanley Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management, TD Ameritrade, Regions Bank, and TD Bank. 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 supported by firm-approved tools and modeling techniques.

Jean Pierre Lemoine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Norman Mejia is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Based in Boca Raton, FL, Mejia’s career spans both advisory and private banking services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team and employs algorithmic tools alongside advisor input to support retirement income strategies.

Patricia Grazioso is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 44 years of industry experience. She has been with Ameriprise and its related entities since 2009. Grazioso serves as a director on the board of Delrado Inc., a non-investment-related role. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Jamal Scott is a financial advisor with Merrill in Davie, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Bank of America, Merrill, and J.P. Morgan Securities. He operates a sole proprietorship named Jamal Scott in Miami. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Melissa Wagner is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and totaling 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that use firm-approved tools and modeling techniques to support client planning.

Glynis Banhan is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers diversified portfolios, planner-led wealth management, and online tools, managing approximately $326 billion for around 477,000 clients.

Doreen Gest is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Gest is also associated with Leeward Financial Group in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Salomon Pardo Perez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and a role with Pardos Art Restorations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nze Ahanotu is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Bank of America and Merrill since 2010. 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.

Brian Trechok is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2007, progressing through roles including Financial Consultant, Investments Consultant, Financial Representative, and Premium Services Representative. With 18 years of experience at Fidelity, Brian is a Certified Financial Planner™ dedicated to providing personalized service and comprehensive financial planning. Brian leads a Wealth Management team composed of specialized professionals focused on key areas of financial planning. Together, they collaborate to support clients' unique needs and help them pursue their financial goals with confidence. He holds a California Insurance License, which complements his expertise in financial consulting. Outside of his professional work, Brian enjoys beach activities, spending time with family, fitness, social events with friends, golf, and traveling.

Michael Zislin is a Series 66-licensed financial advisor at Morgan Stanley in Boca Raton, Florida, with seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of financial services, he is the owner and CEO of First In Line Enterprises, Inc., a company involved in fishing activities. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers both direct and employer-based financial plans.