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 at Merrill Lynch Wealth Management. He brings a comprehensive background in accounting and finance to his role, supported by advanced degrees from Pennsylvania State University where he earned a Bachelor's in Accounting, a Bachelor's in Finance, and a Master's Degree in Accounting. Bryan began his career at Ernst & Young in Philadelphia, specializing in auditing wealth and asset management companies. He later worked at Credit Suisse in New York City as an equity research and sales associate within the HOLT team. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Although he is a Certified Public Accountant (CPA), Bryan no longer practices in this capacity. Fluent in English, Spanish, and Dutch, Bryan leverages his multilingual abilities to connect with diverse clients and provide financial advising with a global perspective. His expertise spans areas such as college education planning, corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and investment strategies. Bryan focuses on building and preserving wealth, particularly for business owners and families focused on legacy through tailored transition and estate planning strategies. Outside of his professional commitments, Bryan participates in community organizations including United Way Broward, United Way Miami, and has volunteered for the Volunteer Income Tax Assistant (VITA) program in 2016 and 2017. 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 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He has also worked outside of finance in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services focused on model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers portfolio implementation through internal Chief Investment Office teams and third-party managers, incorporating strategic asset allocation and tax-aware options.

Shawn Eager is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Broward County Government from 2013 to 2018. He serves on the board and finance committee of Gilda's Club South Florida, a health and welfare organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

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.

Eitan Sisso is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior work experience at Super.com, Daily Steals, Bayview Asset Management, and Schlumberger. Raymond James & Associates 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 clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Steven Barker is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, N.A., LSF Capital LLC, and Credit Card Processing Agents L.L.C. Outside of his advisory work, he serves as a football referee for the Broward Football Officiating Association. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Mignacca is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Edward Jones in Fort Lauderdale, FL, having also worked at Northwestern Mutual and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gustavo Cecchi is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and spent one year at HSBC Bank USA prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ali Mahallati is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in dental, group disability income, disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and provides various event-driven planning programs alongside educational seminars.