Connor Tripp is a financial advisor with Edward Jones in Pembroke Pines, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked in various roles including at Door Dash, Shipt, and Pacific Office Automation. 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 wide range of advisory programs and investment solutions through a large national network of financial advisors.

Lashanda Ross is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and possessing four years of industry experience. She has worked with PFS Investments Inc. since 2021 and Primerica Financial Services since 2020, and has experience with the National Association of Realtors and Miami-Dade Corrections & Rehabilitation. Outside of her advisory role, Ross is involved in property management as the owner of World Class Lodging Inc. and works as a real estate agent with Alyon's Int’l Realty Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers and supported by institutional trade execution and custody.

Manuel Rey is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he is a part-owner of Rey Financial Group LLC and serves as executor and trustee for his deceased spouse’s estate and trust. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Brett Kahn serves as Senior Financial Advisor and leads business development for the Kahn Freites Group at Merrill Lynch Wealth Management. He works with a select group of families focused on pragmatic investing, supporting them in achieving their financial goals through personalized service and care. Brett joined Merrill Lynch in 2021 after earning a Bachelor's Degree from Brown University, where he was a dual major in Business and Chinese and played as an Offensive Lineman on the football team for four years. Prior to the pandemic, he lived in China for four months and started a business supplying hospital systems with medical supplies. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Brett enjoys golfing, running half marathons with his father, and supporting local South Florida sports teams. He volunteers with First Tee, a charitable organization focused on youth development through golf.

Gregory Hurst is a financial advisor at UBS Financial Services in Miami Beach, FL, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1999. Outside of his advisory role, he is an authorized member of Liquid Lifetime Collection LLC, a personal holding company for asset protection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio strategies to client goals and risk tolerances.

James Croft is a Financial Consultant at Fidelity Investments, where he applies his expertise as a CFP professional to assist clients in achieving their financial and personal goals. Since joining Fidelity, he has focused on providing tailored guidance and strategies that align with the unique needs of his clients. Prior to his current role, James served as an Investment Consultant at Fidelity Investments from 2023 to 2025. He has also held positions as a Financial Consultant at ETRADE From Morgan Stanley between 2020 and 2023, and as a Brokerage Investment Professional at Vanguard from 2019 to 2020. Outside of his professional work, James has interests in baseball, fitness, golf, and traveling.

Julie Saumsiegle is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 41 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she writes a self-help and self-awareness blog titled www.whosibetterthanyou.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process using proprietary tools and models client outcomes without providing individual security recommendations as part of standalone plans.

Mateo Garcia is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2014 to 2017. In addition to his advisory role, Garcia operates an outside insurance business focusing on dental and group disability income, fixed annuities, and various types of insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Blaine Willenborg is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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 individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, providing a range of advisory programs supported by firm-approved planning tools and methodologies.

Myron Stayman is an International Wealth Advisor with Merrill Lynch Wealth Management. Drawing on a career spanning over three decades, Myron specializes in family wealth management strategies, international wealth management, legacy planning, personal retirement planning, and portfolio management services. He supports high net worth families in pursuing their personal goals, such as funding education, retirement income planning, and tax minimization, while emphasizing simplicity and transparency in complex wealth planning processes. Before joining Merrill Lynch, Myron began his career as a CPA and transitioned to executive roles in both public and private companies. He holds a Bachelor's degree from The Wharton School of The University of Pennsylvania and maintains several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a non-practicing CPA and does not provide tax advice in his current role. Myron is active in philanthropy and holds multiple leadership positions, including serving as a national board member of the Jewish National Fund USA. He is also involved with professional organizations such as AIPAC, the Jewish Federation of Broward County, and Stand With US. In his personal life, Myron is a father and grandfather, and enjoys activities including baseball, basketball, football, golfing, music, reading, swimming, traveling, watching movies, and spending time with his family.

Garland Rodriguez is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2008 and Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Marcos Ubinas is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera and related entities since 2021, with prior roles at Pruco Securities and The Prudential Insurance Company of America, as well as HSBC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring discretionary and non-discretionary options.

Kinsley Morrow is a financial advisor at UBS Financial Services with 19 years of industry experience and holds a Series 66 designation. Morrow has worked at UBS Financial Services since 2013, with additional experience at Wells Fargo Clearing and Ameriprise Financial Services. Outside of financial advising, Morrow was involved with The Yoga Garden from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.

Nicholas Omara is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at Janney Montgomery Scott LLC and in logistics-related roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and research.

Sabrina Tacheny is a financial advisor at Ameriprise in Hollywood, FL, holding Series 63 and Series 65 designations with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by a consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Christopher Brady is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. Brady is president of Brady Financial, Inc., a business offering a range of insurance and investment products. He is also active in his community as a Eucharistic Minister and volunteer trainer for a church-based running group, and serves on the finance committee of Our Lady of Guadalupe Catholic Church in Doral, FL. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and use of third-party managers and tools.

Janine Cavalcante is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Danielle Nestor is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she is involved as a consultant with a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery and modeling rather than specific security recommendations.

Narciso Cherson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management and generational planning, helping families define and prioritize their financial goals across multiple areas including health, home, family, leisure, giving, work, and finance. Through collaboration with a team of Merrill specialists, he offers comprehensive support covering risk management, trust and estate planning services, and credit and banking solutions via Bank of America. Cherson's professional expertise encompasses corporate benefits, divorce transition planning, education planning, equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, special needs planning strategies, and financial advisory for sports and entertainment clients. His previous financial advisory experience includes positions at UBS Financial Services in Fort Lauderdale, FL and Morgan Stanley in Coral Springs, FL. He holds a Bachelor's Degree from Tufts University and carries multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English, Portuguese, Italian, Spanish, and Hebrew, Cherson is also engaged in community service as a member of the Broward County Public Schools Human Relations Council and the Oakland Park School Advisory Board.

Max Stoka is a financial advisor with UBS Financial Services in Weston, Florida, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he contributes to financial education by teaching classes for SecureFutures, a program aimed at improving financial literacy among teens, and has involvement in a health and nutrition counseling business. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.