Luke Donay is a financial advisor at Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Prime Trust and Tuckey Motor Sports. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Raymond Powell Sr. is a CFP® professional with 48 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. He has been involved with Cambridge Investment Research, Inc. since 2011 and owns R.W. Powell Ent., Inc., which has been active since 1973. Outside of advising, he operates a tax preparation service as an enrolled agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Kenneth Lesko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Generations Wealth Management. Outside of advisory work, he is involved in online sales of sports cards and other collectibles. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple platform options along with proprietary model strategies under the Founders Gate Capital brand.

Ravi Sooknanan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked with firms including Bank of America, Merrill Lynch, and J.P. Morgan Chase Bank. His tenure at J.P. Morgan Securities and J.P. Morgan Chase Bank spans seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Rodriguez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Cosmos Rs Sapl De Sv. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and supporting a range of eligible strategies.

David Foreman is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America and Merrill Lynch from 2017 to 2020. Outside of his advisory work, he is involved with Laudermade The Podcast, a publishing startup based in Fort Lauderdale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial plans both directly and through corporate agreements.

Gilda Gallardo is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 license and 17 years of industry experience. She has worked at Merrill since 2011, with a one-year tenure at Morgan Stanley in between. Outside of her advisory role, she is the owner of a specialty food online store and holds an active real estate broker license, though she does not pursue real estate as a primary business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Iacobelli is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 12 years of industry experience. His prior work includes ten years at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

Cesar Cornejo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at several financial firms, including Morgan Stanley and Safra Securities. His background includes roles at both investment and banking institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Reynolds is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 designations and 25 years of industry experience. He previously worked at Merrill for 14 years and Bank of America for 19 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Pavlov is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 licenses and possessing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate agreements.

Nicole Fountain Woods is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. Her prior roles include positions at SagePoint Financial, Inc. and Creative Financial Network, where she worked concurrently in an administrative capacity. She has also held various roles outside finance in education and aquatic programs. Osaic Wealth serves a diverse clientele, including retail and institutional investors, with a platform that offers brokerage and advisory services alongside model-based asset allocation and portfolio optimization strategies. The firm is notable for its scale, complex affiliate network, and multi-product offerings delivered through numerous affiliated entities.

James Fitzsimmons is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at MassMutual South Florida and HatfieldFX, LLC. Fitzsimmons also had a role at Florida Atlantic University and was involved with SkiRixen, a retail sales business, as a close associate of the owner. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Liliane Bwakira is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Kiza Bayshore Advisors, Oppenheimer & Co. Inc, Bank of America, Merrill, Campbell Williams, and K2I Global Markets. Outside of her advisory role, she is a member of the Broward Public Library Foundation’s Investment Committee and serves on the Rwanda Social Security Board as a Board Member and HR & Remuneration Committee Member. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles, also serving multiple registered investment companies and employing systematic oversight and governance procedures.

Shalom Moldavski is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with MassMutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Moldavski is involved with Edify Group, LLC, where he works in individual and group insurance brokerage and structured settlements, and he owns Edify Insurance Brokers, a property and casualty insurance business. MassMutual Investors Services 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 provides collaborative, annual financial planning relationships supported by firm-approved analytical tools.

Michael Romagnolo is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support client financial plans.

Stephanie Brandon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company before joining Mass Mutual. She is also the president and owner of Brandon Financial Consulting Group, an entity used for business and advisory purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management through collaborative, annual engagements using firm-approved software to analyze goals and deliver written recommendations.

William Adams is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Ft. Lauderdale, FL. His prior experience includes roles at JPMorgan Chase Bank and Ameriprise Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations tailored to client needs.

Joshua Lindsey is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked with Merrill, Bank of America, and Wells Fargo. Lindsey is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services directly as well as through corporate agreements.

Chadia Ghanem is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her financial career, she spent 15 years working in the automotive technology sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.