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 bringing 15 years of industry experience. She has worked with Pfs Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of her advisory role, she coaches for Beach Body, committing part-time hours. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Aeleen Lisena is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach 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.

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 with J.P. Morgan Securities and holds Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Barclays Capital, Lehman Brothers, UBS Financial Services, and Pershing LLC. He serves on the finance committee of the Lauderdale Yacht Club, a nonprofit organization focused on bath, tennis, and sailing activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice and manager searches, combining quantitative modeling with centralized due diligence and applying ESG eligibility frameworks.

Brian Stone is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he serves as a director of a privately held oil exploration and drilling company. 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 through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Rosario Cammarata Jr. is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at UBS Financial Services and Malpka. Outside of advising, he owns Rcamm Art, LLC, a retail business, and serves on the City of Fort Lauderdale Budget Advisory Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Lessette Altamiranda is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in real estate ownership in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and strategies approved by its Global Investment Committee.

Sarah De Barros is the Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2016, progressing from Financial Consultant to Vice President Wealth Planner, and currently serves as Vice President Private Wealth Management Advisor since 2024. Throughout her tenure in the financial industry, Sarah has supported clients through various life situations, focusing on building deep relationships to understand clients and their families. Her approach centers on providing guidance tailored to clients' unique financial objectives and educating them on healthy financial planning to build confidence in pursuing their goals.

Daniel Kaufman is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and FOLIOfn Investments. Outside of his advisory work, he owns a rental business in Fort Lauderdale, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Abel Scilingo is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2015 and also has a background in mechanical repairs through his involvement with ARS Trailer Services Corp. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Adam Foldes is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Daniel Valdivia is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Daniel Guggenheim is a financial advisor at Morgan Stanley with 39 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. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee data to support its financial planning process.

Luke Niles is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he served eight years in the United States Army and attended the United States Military Academy at West Point. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ryan Shutowick is a financial advisor at Cetera with a Series 66 license and one year of industry experience. His prior work includes positions at JM Family Enterprises, Plenary Group, and a period of unemployment before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.