Yuliana Soto is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Zachary Williamson is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and funds.

Cheryl Balaban is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She facilitates a "Saving Smart Spending Smart" financial course through FLIPANY, a community organization in Fort Lauderdale, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor and branch networks in the industry.

Andrew Davis is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at several insurance companies and a position at Florida State University. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Juan Giron is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill and its parent company, Bank of America, since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Perrin is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles outside the financial sector, including positions in hospitality and environmental services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Christopher Herling is a financial advisor with Merrill Lynch Wealth Management. He works with individuals, families, executives, and business owners to help them make informed financial decisions and pursue their long-term goals. His expertise includes college education planning, family wealth management strategies, personal retirement planning, and retirement income. He focuses on understanding each client's unique circumstances and priorities to deliver tailored strategies, ongoing support, and a relationship built on trust and transparency. Christopher holds a Bachelor's Degree from Florida International University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved with Big Brothers Big Sisters of Broward and Feeding South Florida, and his personal interests include pickleball, reading, and traveling.

Maria Senior is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Bank of America, MassMutual Life Insurance, Morgan Stanley, UBS Financial Services, and MML Investors Services. Outside of financial services, she was involved with David Navarro Creative Inc. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Clancy is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a decade at UBS Financial Services. Clancy serves as a board member for multiple nonprofit and educational organizations, including the Marian Center School and Services, the Archdiocese of Miami Finance Council, Miami Country Day School, and the Hurley Heritage Trust. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment services while generally acting in an advisory capacity for client financial plans.

Nicholas Martucci currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also worked as a Financial Advisor at Ameriprise Financial Services LLC in 2022 and as an Investment Consultant at Scottrade Investment Management from 2016 to 2017. In his career, Nicholas focuses on creating financial plans in partnership with his clients, aiming to help them work towards their financial goals. He emphasizes building lasting relationships with clients and their families and providing guidance and planning tailored to their unique circumstances and challenges.

Sanjaya Balu is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Truist Advisory Services, TD Ameritrade, Scottrade, and Citizens Bank. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Funk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models without providing individual security recommendations in its standalone planning services.

Anthony Coniglio is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and modeling techniques.

Mack Alexis is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and over 21 years of experience with the firm since 2005. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Simon is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial advisory services focused on legacy preservation, business transitions, and wealth management for families and business owners. Bryan offers expertise in areas such as college education planning, corporate benefits, family wealth management strategies, individual and corporate investment strategy, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Bryan holds a Bachelor of Science in Accounting, a Bachelor of Science in Finance, and a Master of Science in Accounting from Pennsylvania State University. He began his career at Ernst & Young in Philadelphia, specializing in auditing wealth and asset management companies within the Financial Services Organization assurance practice, where he earned the Certified Public Accountant (CPA) designation. He later worked at Credit Suisse in New York City as an equity research and sales associate within the HOLT team. Bryan holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English, Spanish, and Dutch. In addition to his professional work, Bryan is involved with the Penn State Alumni Association of Fort Lauderdale and contributes to community organizations including United Way Broward, United Way Miami, and the Volunteer Income Tax Assistant program. His personal interests include basketball, biking, dancing, hiking, reading, scuba diving, skiing, and traveling.

Patricia Bitnar is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors since 2010. Outside of her advisory role, she is president of Bitnar Networks, a separate business in which she is not actively involved in daily operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both individual and institutional consulting.

Evagelos Petrakos is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., J.P. Morgan Securities, and JPMorgan Chase Bank. Outside the financial industry, he has experience working in the restaurant sector at Olympic Cafe. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation involving strategic and tactical asset allocation and various tax-aware options.

Shawn Eager is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to joining Morgan Stanley, he spent five years with Broward County Government. Outside of his advisory role, he serves on the board and finance committee of Gilda's Club South Florida, a health and welfare nonprofit. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Wayne Louk Jr. is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of financial advising, he is an officer of Fulu Rose Corp., a vending machine business based in Miami. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation and maintains an operational model based on tiered percentage-based wrap fees.

Motaz Sarsour is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Citibank, Castle Management LLC, Nautica, and Broward College. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.