Stephen Jurrissen is a Financial Consultant at Fidelity Investments. In his current role since 2023, he utilizes Fidelity's resources to assist clients with retirement planning, tax-efficient investing, business succession strategies, and other financial decisions aligned with their long-term objectives. He emphasizes personalized planning, ongoing reviews, and team-based support to help clients stay informed and prepared as their needs evolve. Prior to his current position, Stephen worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he served as a Financial Advisor at Edward Jones from 2014 to 2021.

Gregory Roth is a Certified Financial Planner™ with 38 years of industry experience. He is currently with Morgan Stanley in Fort Lauderdale, where he has worked since 2022. Prior to that, he spent eight years at UBS Financial Services. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Natalia Alarcon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she assists her spouse with a pizzeria business in Fort Lauderdale on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Jesse Robinson is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at UBS Switzerland AG from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Scarlett Alfonzo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a manager and member of Giglio Realty Partners LLC, an investment vehicle she operates with her husband. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Amanda Ruiz is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity in 2025, she worked at Morgan Stanley from 2022 to 2025 and held various roles at Wells Fargo from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios across a broad range of investment vehicles.

Peter Hummel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been committed to serving clients at Merrill since 1987. Peter works to build lasting, long-term relationships and aims to be a trusted advisor to the individuals and families he supports. With expertise in goal-based wealth management, retirement planning, and income distribution strategies, Peter utilizes a disciplined investment process focused on diversification across asset classes. His approach is designed to help clients grow and preserve wealth, as well as plan for the distribution of assets during their lifetime and beyond. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. since 2008, and is also a Merrill Lynch Wealth Management Qualified Portfolio Manager and Senior Vice President. Peter earned a bachelor's degree in Economics from the University of Minnesota. Outside of his professional responsibilities, he is involved with the Great Plains Food Bank.

Cedric Alexander is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He is based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Penalver is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFA® designation and Series 66 license. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Penalver has interests in real estate investment and property management through several entities he owns and operates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning processes and proprietary tools to assist clients, managing approximately $2.74 trillion in client assets.

Marion Tettke is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2013, including work at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Jeffrey Miller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with the Morgan Stanley Smith Barney division since 2009. Prior to that, he spent 18 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ricardo Gonzalez Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has held his current position since 2010 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Bradford Norford is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc, Sage Advisory, Allianz Life Financial Services LLC, and UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers additional resources such as affiliated banking and securities-backed lending programs.

Gabriel Flores Ruiz is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. Prior to that, he was employed at UBS Financial Services and Popular Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and modeling tools, and its services cover a broad range of retail and institutional offerings.

Monica Vazquez is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of advisory work, she serves as CFO for ABMV Consulting LLC, handling the accounting duties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Victor Diaz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he was employed in the telecommunications and food service industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Roy Savarick is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roy has a background that includes both a Bachelor's and a Master's degree from Brooklyn College. Additional details about his areas of expertise, experience, or personal interests have not been provided.

Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Charles Mckee Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding successful individuals, families, and business owners through complex financial decisions by applying a disciplined, client-first approach that emphasizes strategic planning and long-term vision. As part of The Mehta and McKee Wealth Management Group, he utilizes the SMART² framework to create personalized strategies encompassing retirement planning, tax-efficient solutions, and legacy building. Charles holds a Bachelor's Degree from Ohio Wesleyan University and an MBA from the University of Miami. He also carries the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Exchange Club, and he maintains active involvement in the Fort Lauderdale community. Outside of his professional pursuits, Charles enjoys boating, fishing, golfing, hunting, scuba diving, skiing, swimming, tennis, traveling, and spending time with his family. He is a father of two and a University of Miami alumnus.

Amanda Conde is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Amanda worked at TruStage - Dade County Federal Credit Union and held various roles at Nova Southeastern University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, emphasizing an advisory role without offering individual security recommendations as part of standalone plans.