Logan Mondshein is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Associated Financial Consultants, where he also works as a benefits consultant providing group health insurance and employee benefits services to small and medium-sized businesses. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager selection.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Joseph Icon is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee and executor for multiple trusts and friends’ estates. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics that emphasize diversification and modern portfolio theory.

Robert Bolber is a financial advisor at Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked with Merrill since 1986 and also with Bank of America, Na since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Vitale is a CFP® and PFS™ with 27 years of experience in financial services. He is currently with Cetera and has prior experience at Avantax Investment Services and VF Wealth Management. Outside of advisory roles, he is a partner in a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Tessa McLeod is an Investment Consultant at Fidelity Investments, a role she has held since 2023. In her current position, she partners with clients to develop personalized financial plans tailored to their specific needs. Tessa works closely with clients to define their goals and assist them in creating actionable plans for their financial futures, including retirement. Her approach centers on collaboration and customization, ensuring that each plan aligns with the individual objectives of her clients. Outside of her professional work, Tessa has interests in movies, puzzles, reading, running, and traveling.

Alejandro Ramirez Del Villar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and focuses on creating strategic financial solutions tailored to high-net-worth individuals and their families. His approach considers clients' risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment goals to support both their short-term and long-term financial objectives. Alejandro graduated from the University of Florida in 2009 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish, reflecting his background of being born in Lima, Peru, and residing in South Florida for over 30 years. He is a member of the Greater Fort Lauderdale Alliance. Alejandro currently lives in Parkland, Florida, with his wife and two sons. He also provides clients access to Wealth Management Lending Officers from Bank of America, N.A., offering lending solutions integrated with overall investment strategies.

David Tescher is a financial advisor with LPL Financial in Hollywood, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Syracuse University, Related Group, EventBank, and Kaufman Organization. Outside of his advisory work, he is involved with New Era Coconuts, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools for operational and research support.

Katie Summe is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has held various roles within Fidelity since 2021, including Financial Representative and Relationship Manager, demonstrating her progression within the company. Her expertise centers on educating executives about utilizing Fidelity's tools and resources to optimize their financial relationships. She focuses on helping clients build financial frameworks aimed at achieving their personal and family goals. Outside of her professional role, Katie enjoys family activities and engaging in fitness pursuits such as Pilates, running, and swimming. She is also interested in exploring culinary experiences.

Rebecca Niccols is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2016. Her prior experience includes roles at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines institutional resources with diverse investment and planning capabilities.

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Barry Fadely is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2016, previously serving at Wall Street Financial Group and Equitable Advisors. Outside of his advisory role, he is involved in several business ventures including ownership in Advocacy Advisors and Atlantic Capital Partners LLC. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

James Crowley is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMORGAN Chase Bank, N.A., J.P. Morgan Securities, Oppenheimer, Cantor Fitzgerald, Lombard Forte Securities Ltd., and Knight Frank LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

A Kondrup is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers 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 financial planning process using firm-approved tools and analyses.

Karl Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the CFP® and Series 66 designations and has worked at notable firms including Fidelity, Morgan Stanley, and multiple J.P. Morgan entities. He also served three years with Gold Coast Professional Schools, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, relying on a non-discretionary program where clients retain final decision-making authority.

Evelyn Perez is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Prudential Insurance Company of America and JPMorgan Securities LLC. 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 grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Merle Zislin is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private 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 and tailored financial planning services. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

James Ambrose Jr. is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Ambrose is an instructor at the Ft. Lauderdale Adult Center and is involved with Christian Media Group, which provides professional media production and technology consulting services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

William Saunderson Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, while offering both brokerage and advisory solutions.