Elena Chambous is a CFP® professional with 33 years of experience, currently serving as a financial advisor at LPL Financial since 2003. She holds the Series 63 license and works out of Ft Lauderdale, FL. Outside of her advisory role, she is involved in divorce consulting and mediation through Uncommon Divorce LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced operational tools and a wide range of investment options.

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 three years of industry experience. He 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 variety of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

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.

Steven Kaufman is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior employment includes roles at Merrill and Bank of America. Outside of advisory work, he owns a vacation home rental business in Lake Placid, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services supported by firm-approved tools and models.

Ekaterina Ataeva is a financial advisor at Edward Jones in Ft Lauderdale, FL, with two years of industry experience. She holds the Series 66 designation and previously worked for Trust Invest Real Estate Corp for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Ana Vergel Gandia Gordon is a financial advisor with Morgan Stanley in Aventura, Florida, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, as part of its advisory approach.

Joseph Adornato is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was employed at Bank of America, N.A. and Merrill from 2008 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Simons Chase Jr. is a financial advisor at SC Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at SC Capital Management since 2019, following roles at Systematic Alpha Management and Mighty Media. Outside of advising, he is involved in business consulting through his firm, providing strategy, planning, hiring, accounting, and financial projection services. SC Capital Management LLC is an independent advisory firm serving clients with personalized financial management and planning services.

Jordi Cabral Arias is a financial advisor at Meridian 38 Advisors in Weston, FL. He holds a Series 65 designation and began his advisory role in 2026. Prior to his current position, he worked at Telefonica Global Solutions USA Inc and Telefonica de España, S.A. from 2012 to 2026. Meridian 38 Advisors operates as an independent firm with a single advisor.

Joseph Namm is a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience, operating through his independent firm, Namm Financial LLC, since 2009. He has worked at Motorola, Inc. since 1991. Outside of financial advising, he is a licensed Florida life insurance agent, primarily involved in the sale of term life insurance. Namm Financial LLC is an independent advisory firm based in Plantation, Florida, serving individual clients.

Jordan Alhadeff is a financial advisor at Murray Street Capital Advisors, LLC with 19 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC before joining Murray Street Capital Advisors in 2019. Murray Street Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using diversified mutual funds, ETFs, and occasionally individual stocks or bonds, combining long-term strategic allocation with tactical asset allocation and multiple analytical methods.

Jack Patterson is a Certified Financial Planner® with 22 years of experience. He has been the sole advisor at Patterson Investments, Inc., an independent firm based in Davie, FL, since 2003. Patterson holds the Series 63 and Series 65 licenses. Patterson Investments, Inc. operates as an independent advisory firm.

Serge Louis is a financial advisor at Synouvo Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been involved with multiple firms, including Louis Insurance Agency, Inc., and LFG Wealth Management, LLC. Outside of his advisory role, Serge is an enrolled agent providing tax preparation and bookkeeping services through LFG Accounting Services, LLC. Synouvo Wealth Management, LLC is an independent firm serving individual clients with wealth management and financial planning services.

Diana Kahn is a CFP® and holds a Series 65 license with 28 years of experience in the financial advisory industry. She has operated The Financial Pharmacist, Inc., an independent advisory firm based in Aventura, FL, since 1998. The Financial Pharmacist, Inc. serves approximately 20 individual clients on a non-discretionary, consultative basis without providing portfolio management or using percentage-of-assets-under-management fees. This approach distinguishes the firm from typical independent advisors by focusing on advisory services rather than direct portfolio management.

Salomon Levy is a financial advisor with Sedg Financial Services Corp. in Davie, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Sedg Financial Services Corp. since 2010. Sedg Financial Services Corp. operates as an independent firm.