Nathaniel Romero is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been with Wells Fargo in various capacities since 2011. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Feldman is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Timothy Phenecie is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, Woodbury Financial Services, Phenecie Financial Services, Questar Capital Corporation, and BBTIS. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Phillip Anglade is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His previous work includes roles at Flagstar Bank N.A., DoorDash, Crown Castle, The Vanguard Group, Inc., and Hollister Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Camryn Fasano is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Camryn held various roles including positions at the University of Florida and Global Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

Antoine Campbell is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include a year at Northwestern Mutual and several years in full-time education. He is based in Delray Beach, FL. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary advisory models, combining multi-asset model portfolios, written advice policies, and access to alternative investments within an integrated operational structure.

Ludmilla Vastey Courteau is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Kaplan Studies, Origin, and Banco Latinoamericano de Comercio. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients. The firm operates on a large scale with nearly 4,000 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Asif Ali is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets. Outside of finance, he is pursuing a US Coast Guard Masters license. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Jeffrey Bucci is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jamie Sutherland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2016, currently based in Oakland Park, FL. Outside of his advisory role, he is a silent, non-participating owner of a retail business, DNK LLC, located in Chicago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, using in-house research and third-party data within a defined investment universe.

Fernando Cardenas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been part of the firm since 2014 and joined The Bourque Wealth Management Group in 2015. Fernando's professional focus covers family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Fernando holds a Chartered Financial Consultant® (ChFC®) designation, along with certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Florida Atlantic University, dual majoring in International Business and Trade and Finance. Prior to his financial career, Fernando served in the United States Marine Corps from 2008 to 2012, completing two combat tours in Afghanistan. Outside of his professional work, Fernando is actively involved in the veteran community and supports non-profit organizations. He volunteers with Everglades Angels Dog Rescue, fostering abandoned dogs in Florida’s Everglades. His personal interests include boxing, cooking, golfing, traveling, and watching movies. Fernando also practices and teaches self-defense and firearms tactical training during his spare time.

Steven Marin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Gracie Maya is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo since 2018 and previously worked at Hapoalim Securities USA from 2014 to 2017. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Oscar Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms, including Truist Advisory Services and SunTrust Investment Services, prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Brad Burton is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA-CREF and Northwestern Mutual. Burton is based in Boca Raton, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Kevin Lynar is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Gemini Capital Management, an investment-related business based in Fort Lauderdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and planning tools.

Eliot Popper is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Co-Chair of the Health and Wellness Committee for the South Palm Beach County Bar Association, is an adjunct professor at Trine University, and serves on the board of Boca Speak Easy. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee estimates.

Daniel Simon is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. Outside of advisory work, he is an agent for The Simon Group, focusing on life insurance, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative planning engagements and event-driven strategies such as divorce and estate-settlement planning.

Evan Moskowitz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their goals, continuously monitoring and adjusting these plans as clients' needs evolve. Evan has accumulated extensive experience at Fidelity Investments, holding various positions including Planning Consultant (2023-2024), Relationship Manager (2021-2022), Financial Representative (2020-2021), and Customer Relationship Advocate (2018-2020). This progression reflects his deepening expertise in financial services and client relationship management.

Lance Moody is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Cetera in 2020, he worked at Aegis Capital Corp and National Securities Corp. Outside of advising, he is involved in home construction as an owner, project manager, and design consultant of Perfect Home Construction, and he co-owns a business selling group health and disability insurance. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management with access to affiliated and third-party investment managers.