Jason Lohr is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo entities since 2013, including Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines proprietary research and third-party analytics to offer diversified investment solutions and provides a range of financial products through its banking and insurance affiliates.

Santiago Alonso is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, Alonso is the sole proprietor of Elite Watch Gallery LLC, a wholesale and distribution business in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools and manages approximately $2.74 trillion in client assets.

Joshua Edward Grabel is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL. He holds Series 63 and Series 66 credentials and has 24 years of industry experience, including 11 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Alex Bluestein is a Financial Advisor at Merrill Lynch Wealth Management. He leads Bluestein and Associates, a multi-generational wealth planning team with over 50 years of combined experience and various professional designations. The team offers clients access to a broad array of company resources including portfolio management, wealth preservation and transfer, tax-minimization strategies, education funding, and lending capabilities through Bank of America. Alex's expertise centers on developing comprehensive wealth strategies tailored to high net-worth families. His approach emphasizes discipline, focus, and integrated planning aimed at long-term wealth preservation and the achievement of clients' most important financial goals, such as retirement savings, education funding, home purchases, or legacy building. He holds a Bachelor's degree from Florida State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Steven Ferrari is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is involved in private real estate investment through ownership interests in Group 2024 LLC and 265 E Old Hickory, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a combination of advisory and brokerage capabilities.

Christopher Satkowski is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Before joining Equitable Advisors, his work history includes roles at Enhance Health LLC, GameStop Corporate, and Exxon Mobil. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jose Venegas Llorente is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at JPMorganChase, ADT Security Services, and various other companies. He is based in Fort Lauderdale, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Cindy Hiers is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and New York Life, among others. She has also served as Director of Consumer Sales for Neora, a health, wellness, and beauty company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios and oversees multiple registered investment companies and fund‑of‑funds.

Patricia Nicolau is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Russell Stout is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Sagepoint Financial, Inc. and M&T Securities. Outside of advisory work, he is involved with Excelsior Wealth Partners, an LLC through which he provides investment-related services. Osaic Wealth serves a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that include a wide array of investment options.

Delrol Peters is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 credential and previously worked at Thrivent Financial and the CUNY Research Foundation. 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 supported by research and analytics, emphasizing diversification and modern portfolio theory.

Juan Roca is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 65 designation and has worked at Cetera and its affiliates since 2019, following eight years at Foresters Financial Service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of program options and affiliations.

Felix Jaimovich is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he has a sole proprietorship in real estate managed by his wife. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and proprietary investment models, managing approximately $2.74 trillion in client assets.

Ashley Leopold is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and previously worked at firms including Ameriprise and Northwestern Mutual Investment Services. Leopold is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Michael Salvatore is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2007. Prior to that, he worked at Ameriprise for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive technology tools and a large network of investment adviser representatives.

Gerard Darang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Foresters Financial Services for seven years before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Richard Lang is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. His approach includes understanding each client's full financial picture and adapting strategies to changing market conditions, leveraging insights from Merrill and banking solutions from Bank of America. Richard's expertise spans a broad range of client focus areas such as college education planning, corporate executive services, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. His team is committed to customizing wealth management solutions that align with clients' specific needs, goals, and risk tolerance. Services offered include wealth planning, multi-generational wealth advice, alternative investments, investment portfolio management, trust and estate services, tax planning and optimization, and retirement planning strategies. He holds a Bachelor's Degree from the University of Central Florida and is certified as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Richard is bilingual in English and Spanish. Outside of his professional role, he enjoys baseball, basketball, football, golfing, music, soccer, traveling, watching movies, yoga, and spending time with his wife and daughter in South Florida.

Harry Goldsmith is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2010. He holds Series 63 and Series 65 licenses and is based in Aventura, Florida. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Arnold Butkus is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Egerton Bullock is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and secular return estimates in its financial planning process.