Jacob Kopczyk is a financial advisor with Raymond James & Associates, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, he spent four years with the Tennessee Titans and one year at San Diego State University. He serves as a philanthropic/events chair for South Florida Professionals, coordinating volunteer activities and social events. 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 diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services with a primarily non-discretionary approach.

Brandon Dorsey is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Cartwright is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2003 to 2009. Outside of his advisory role, he is a partner in Medinah Cottage LLC, a real estate investment venture. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional investment solutions.

Robert Panessiti is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with UBS since 2013. Outside of his advisory role, Panessiti serves on the finance committee of the Kennedy Donovan Center, an organization that assists families with children with disabilities, and participates in municipal budget review and reserve fund approval for the Town of Truro, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Maiia Hart is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hart is the founder and board member of the I Am Special Foundation Corp, a nonprofit focused on education for children with autism and special needs. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling methods to support its advisory services.

Marianne Resue is a financial advisor with Morgan Stanley in Plantation, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has previously worked with E*TRADE Securities and E*TRADE Capital Management before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 uses structured planning tools and models as part of its financial planning process.

Araya Mesfin is a CFP® professional with 22 years of industry experience, currently serving at Morgan Stanley in Fort Lauderdale, FL. Prior to joining Morgan Stanley, Mesfin spent 10 years at UBS Financial Services, Inc. She is a board member of Chris 180, a nonprofit focused on children and youth based in Atlanta, Georgia. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment, planning, and advisory programs.

Ezra Ladenheim is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Jpmorgan Chase Bank, Bank of America/Merrill Lynch, and various positions prior to entering the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research with a broad range of regulatory registrations and derivatives capabilities.

Zachary Omanson is a financial professional with 18 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Omanson also manages UTT Holdings LLC, which provides tax preparation, bookkeeping, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

William Weldon is a Personal Investment Advisor (PIA) with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their individual financial goals. He works with clients on a range of personal objectives, including education funding, retirement planning, healthcare cost management, and long-term family financial strategies. William holds a Bachelor's Degree from the University of Dayton and a Master of Business Administration (MBA) from DePaul University. His approach emphasizes simplicity and transparency in wealth management, aiming to demystify the investment process while tailoring strategies to clients' unique perspectives and priorities.

Pamela Cunningham is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of financial advising, she coaches for Beach Body on a part-time basis. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custody and trade execution services.

Aeleen Lisena is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Torregrosa is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is active in professional networking organizations, serving as president of BNI Executives and helping organize and recruit members for BNI Integrity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of financial products and services.

Shane Lomax is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has been with Cetera and its affiliated entities since 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Chad Tourin is a CFP® professional with 11 years of experience, currently affiliated with Mass Mutual Investors Services. His prior roles include positions at MML Investors Services LLC, Guardian Life Insurance, and Primerica Advisors. Beyond his financial advisory work, he is the owner and president of Graducate, LLC, which provides educational resources and coordinates programs for graduate-level students. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analysis tools.

Jason Stoss is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2006. He specializes in liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. Jason holds a Bachelor of Arts degree from the University of South Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from New York, Jason lives and works in Weston with his wife, Lisa, and their two children, William and Elizabeth. He is an avid golfer and volunteers his time coaching his son's travel baseball team, as well as supporting several local charities.

Andrew Murray is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses. He has worked at several firms, including Pershing LLC, BNY Mellon Capital Markets, Barclays Capital, Lehman Brothers, and UBS Financial Services. Murray serves on the finance committee of the Lauderdale Yacht Club, a nonprofit bath, tennis, and sailing club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers capabilities in derivatives and commodities through its affiliates.

Brian Stone is a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 designations and having 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he serves as a director of Stone Trading Company, a privately held oil exploration and drilling company based in Sarasota, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management and employing advanced operational tools.

Rosario Cammarata Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including UBS Financial Services, Malpka, Raymond James & Associates, and Janney Montgomery Scott. Outside of advising, he owns Rcamm Art, LLC, a retail business, and serves on the Budget Advisory Board for the City of Fort Lauderdale. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Beauharnais is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves as a primary resource for clients on a range of financial matters, working closely with individuals, families, and business owners to implement informed financial decisions. His focus includes simplifying complex financial scenarios and aligning strategies with clients' specific plans. With over two decades of lending experience, Benjamin advises clients on optimizing liquidity and navigating lending strategies, including commercial and residential real estate transactions. His professional approach emphasizes clarity, communication, and thoughtful planning to support clients' financial objectives. Benjamin holds a bachelor's degree from Syracuse University, a master's degree from the University of Southern California, and a master's degree in Wealth Management from Columbia University. He also holds the Personal Investment Advisor (PIA) designation.