Ana Maimon is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and affiliated research resources.

Michael Shutowick is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, LPL Financial, Summit Financial Group, and has managed his own firms, including Shutowick Wealth Management since 2006. Outside of advising, he serves as president of MC Shutowick & Associates Inc., a tax-related business entity. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, institutional, and retirement plan clients. The firm offers various portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at Kestra Financial Services and his own firm, FDR Group, Inc. He is also a licensed agent in life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies, technology tools, and affiliated financial services.

Gabriel Dias is a financial advisor with J.P. Morgan Securities based in Ft. Lauderdale, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Sprint, and Lockheed Martin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliates that offer portfolio implementation and management services.

Michael Mikheil is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wisconsin Bank and Trust, JP Morgan Chase Bank, JP Morgan Securities LLC, and BMO Harris Bank. Outside of finance, he co-owns Flavors of Egypt, a catering business specializing in Egyptian cuisine, and also works as an Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both discretionary and non-discretionary solutions supported by research from the Wells Fargo Investment Institute.

Ryan Kruss is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Bank of America Merrill Lynch and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates a range of strategies, including those with an ESG eligibility framework.

Gary Burwick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as power of attorney for his father in matters related to investments. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Raines is a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Wealthvest and ProEquities, Inc. He is also licensed to sell fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including access to model portfolios, third-party asset management, and institutional platforms.

Alfredo Aguirre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in finance in 1998 and joined Merrill in 2006 after working as an engineer managing large construction projects. He and his team provide customized financial strategies and advice, catering to families, business owners, corporate executives, and retirees, with areas of focus including college education planning, retirement income, tax minimization, family wealth management, and liquidity management. Alfredo earned a Bachelor's degree from the University of Florida’s College of Engineering. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. Fluent in English and Spanish, he serves as a member of professional organizations such as Weston Rotary and the Greater Fort Lauderdale Chamber of Commerce. He is actively involved in community organizations including serving on the boards of the Broward Education Foundation and Junior Achievement, and has held leadership roles such as Past Chair of Children's Home Society and Past President of Broward Barracudas. Additionally, Alfredo participates as a Sierra Club Outings Leader, youth coach, and holds multiple leadership roles within Weston Rotary. His personal interests include adventure sports, biking, camping, hiking, rock climbing, running, traveling, reading, yoga, and spending time with his family.

Carlos Palomo is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2005. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Boone Pham is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at E*Trade Securities and work outside finance at 717 Parking. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools, serving primarily in an advisory capacity.

Patricia Messner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors from 2016 to 2019. Outside of her advisory role, she is involved in professional organizing through her sole proprietorship, REROOM Organizing LLC, and is an independent writer and creator on Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment strategies, and access to various affiliated investment vehicles.

Cale Wayt is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, his work history includes positions at Gazebo Cafe and Boca Raton Beach Club, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Milagros Vega is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Merrill since 2006. Merrill, along 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 Tasher is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 18 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Boca Raton, Florida. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Scott Karlen serves as the Senior Resident Director at Merrill Lynch Wealth Management’s Plantation, Florida office. He has been with Merrill Lynch since 1992 and oversees a team of 16 financial advisors. In his role as a Wealth Management Advisor, Scott provides financial strategies, advice, and guidance to successful individuals and business owners. He applies a goals-based wealth management approach, taking into account clients’ current situations, future objectives, and concerns to create customized strategies aimed at achieving their personal and financial goals. Scott’s expertise includes college education planning, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, retirement income, and women and wealth. He follows a disciplined wealth management process grounded in time-tested investment principles while adapting to changing economic conditions. Additionally, he manages wealth strategies such as asset allocation, risk and performance measurement, investment objectives, and due diligence. Scott holds a Bachelor's Degree from Nova Southeastern University and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of his professional responsibilities, Scott is engaged in his community and has previously served as president of Congregation Kol Tikvah in Parkland, Florida, as well as a board member for Hispanic Unity of Florida. He resides in East Fort Lauderdale with his family and enjoys golfing, basketball, football, music, reading, soccer, traveling, and watching movies.

Silvia Espinosa is a financial advisor at Merrill with 20 years at the firm and four years of industry experience. She holds the Series 66 designation and is based in Deerfield Beach, Florida. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Scott Blank is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials. He has 23 years of industry experience, including over a decade at Wells Fargo Clearing. Outside of his advisory role, he has been involved with Palm Beach Motor Accessories / AutoGeek.net since 2009. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Siegel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and J.P. Morgan Securities. He serves on the finance committees of Mountain Ridge Country Club and Royal Palm Yacht and Country Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with multiple investment and trading activities.

Theodora Leondis is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved analytical tools.