Jarrett Klein is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jack Oujo is a CFP® with 33 years of industry experience, currently advising at Cetera in Fort Lauderdale, FL. His career includes long-term roles with Avantax and First Protective, and he operates Jack Oujo CPA, Inc., an accounting and tax services firm. He is also the author of the book "Too Smart to be an Umpire." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm provides multi-manager platform solutions with discretionary and non-discretionary options across diverse program structures.

Alix Alexis is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Plantation, FL. Prior to joining Morgan Stanley, Alexis held roles at Bank of America and Merrill Lynch. 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 services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and modeling techniques.

Guido Bebchik is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and managing approximately $2.74 trillion in client assets. The firm provides personalized planning through its Financial Advisors and Estate Planning Strategies Group, with a focus on advisory services rather than direct security recommendations.

Pamela Moreland is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Inc. since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Elsa Bittar is a financial advisor with J.P. Morgan Securities in Hollywood, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and ongoing involvement with Ar El Group, where she oversees production and account management in a bread distribution business. She is also a lease guarantor for Tribeca Restaurant, a business operated by a family member. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Malkin is a financial advisor with Edward Jones in Ft Lauderdale, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Edward Jones since 2017 and also has experience at Remn Wholesale during the same period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Francisco Mantilla is a financial advisor at Edward Jones in Plantation, FL, holding a Series 66 designation with eight years of industry experience. He worked at SunTrust from 2014 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Corey Engelhard is a financial advisor with Morgan Stanley in Plantation, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Engelhard coaches girls' lacrosse for multiple programs, including American Heritage School and Madskillz Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and committee-driven investment estimates.

Natalie Isla is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she provides service and support to multiple generations of families, tailoring her approach to individual needs and preferences. When deeper wealth planning support is necessary, she facilitates discussions with Wealth Management Advisors to ensure clients receive appropriate services. Natalie has experience in wealth management and client relationships, having worked as a Wealth Management Planning Consultant at Fidelity Investments from 2022 to 2025, and as a Client Relationship Manager at LPL Financial from 2015 to 2020.

Ronald Geis Jr. is a financial advisor with Primerica Advisors, holding a Series 65 designation and two years of industry experience. His prior work includes roles at PFS Investments Inc. and Publix Super Corp. He is also involved in the sale of loan products and non-investment home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery investment strategies supported by third-party managers, focusing on personalized advisory services rather than institutional portfolio management.

Walter Lytle is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Merrill since 1991 and is also associated with Bank of America since 2010. Lytle owns an inactive real estate license through a sole proprietorship. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elena Chambous is a CFP®-credentialed financial advisor with LPL Financial, where she has worked since 2003. She has 32 years of industry experience. Outside of advisory services, she is involved in divorce consulting and mediation through Uncommon Divorce LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party research, and technology-driven solutions.

David Ferrante is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in several capacities within Fidelity, including Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. In his current role, David focuses on wealth planning and tax-efficient investing. He works collaboratively with clients to develop comprehensive plans aimed at generational wealth and provides ongoing planning support tailored to the needs of retirees and individuals preparing for retirement.

Nicolas Santangelo is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Janney Montgomery Scott, Strategic Retirement Partners, Dell Technologies, and General Dynamics Electric Boat. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

David Rascoe is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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 in its investment menus.

Marcel Pelegrin is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including general investing, retirement planning, and preparing for unforeseen expenses. Marcel also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the State University of New York at Plattsburgh. Fluent in English and German, Marcel is committed to understanding what matters most to his clients and delivering ongoing advice that adapts to their evolving needs. In addition to his professional responsibilities, he participates in community activities through the Glenville Rotary Club.

David Sheinheit is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as the incoming president of the North Dade South Broward Estate Planning Council, an educational organization focused on trust and estate planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad suite of capital markets offerings.

Alex Gomez is a Series 66 licensed financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Geoffrey Robbins is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He also serves as an instructor at the University of Miami. 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.