Jose Edery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has over 15 years of experience in financial advising, specializing in serving ultra-high-net-worth domestic and international families and business owners. Jose focuses on wealth preservation, discretionary portfolio management, tax-efficient planning strategies, multigenerational wealth transfer, and legacy planning. He is skilled in navigating both international and domestic markets and assists clients with comprehensive financial planning, including college education planning, retirement income, and tax minimization. Jose holds a Bachelor's Degree in Computer Science Engineering and a Master of Business Administration with a specialization in Finance from Universidad Metropolitana. Additionally, he has completed an Accredited Certificate Program from Yale University. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. Prior to his financial advising career, Jose spent more than a decade in a multinational software corporation, culminating in a role as Sales Director for the Andean Central America and Caribbean regions. Outside of work, Jose is married and a father of three sons. He enjoys basketball, including watching the Miami Heat games with his family, traveling, biking, and maintaining an active lifestyle.

Luis Mayorga is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior work includes five years at Wells Fargo Clearing before joining Morgan Stanley in 2021. Outside of his advisory role, he is a co-owner of VOJ LLC, a real estate investment company in Miami and Key Biscayne, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its comprehensive financial planning process.

Avon King is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 66 designation. Outside of his advisory role, King serves as a director on the Barry University Alumni Board and is involved with Legacy Talent Group, a talent management agency, as a client. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages significant client assets and offers both direct and corporate financial planning services.

Steven Weisberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of financial planning and consulting services, with a focus on tailored, non-discretionary advice supported by firm research and multiple portfolio management strategies.

Jon Coats is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans tailored to their goals and priorities. He utilizes Fidelity's resources to help clients understand their current financial situations and explore potential opportunities for enhancement. Jon has been with Fidelity Investments since 2021, holding roles including Transition Service Specialist and Workplace Planning Consultant before his current position. Prior to joining Fidelity, he gained experience as a Financial Associate at Thrivent Financial and as a Banker at Bank of America. Outside of his professional work, Jon has interests that include the beach, cars, comedy, football, and golf.

James Manis is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. Prior to joining Wells Fargo in 2026, he spent 11 years at Morgan Stanley Private Bank, National Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources and offers both brokerage and advisory solutions.

Jeffrey Neuwirth is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Citigroup Global Markets. Outside of his advisory work, he is involved as a salesman and appraiser at Hobe Sound Pawn and Gun in Florida. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing Wells Fargo research and a broad planning menu that includes retirement, education, and specialized planning services.

Matthew Damiano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 2006 as a financial advisor with Banc of America Investment Services, Incorporated, which merged with Merrill Lynch Wealth Management in 2009. Currently, he provides investment advice and guidance primarily to affluent families, professional athletes, corporate executives, and business owners. Matthew has extensive experience addressing the financial needs and concerns of professional baseball and football players. He is a qualified Portfolio Manager, capable of building and managing personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through the firm's Investment Advisory Program, he can manage client strategies on a discretionary basis. He embraces a strategy-based approach supported by technology to help clients manage complex financial needs and pursue their objectives. Matthew holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a bachelor's degree from Western New England University. He serves as an active mentor to several advisors beginning their careers in the financial services industry. He resides in Rio Vista, Fort Lauderdale, with his wife and two young sons.

Kyler Cox is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPM Distribution Services, Envisage Wealth, and the Ohio House of Representatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research supported by a centralized manager solutions team.

Eric Marriaga is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. Prior to joining Cetera in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He is also the owner of Cornerstone Family Wealth Management, a business affiliated with his Cetera practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custody arrangements.

Roland King is a financial advisor at Cetera with 31 years of industry experience. He holds a Series 63 designation and has worked primarily at Avantax and its affiliated companies for nearly three decades before joining Cetera in 2025. Outside of his advisory role, he serves as a trustee in a fiduciary capacity, operates a tax preparation and accounting business, and holds a board position in his residential community association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and financial planning services delivered through a large network of independent advisors.

Richard Price is a financial advisor with MassMutual Investors Services in Plantation, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he is also engaged as an insurance agent specializing in life, long-term care, fixed annuities, disability, health, property and casualty insurance, as well as structured annuity settlements. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.

William Cappeller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1986 as a Certified Public Accountant with a regional public accounting firm before joining Merrill Lynch in 1996. In his role, he provides traditional advice and guidance and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. As a qualified Portfolio Manager, he designs and manages customized investment portfolios that incorporate both tactical and strategic strategies, focusing on generating an appropriate rate of return within a framework of capital preservation and risk management. William holds a Bachelor of Science degree in Accounting from The Florida State University, awarded in 1986. He has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations from The College for Financial Planning Institutes Corp. He has also been involved with philanthropic organizations in the Boca Raton area, including the Rotary Club Downtown Boca Raton and the Boys and Girls Club, where he served as Chairman of the Board for three years. William lives in Boca Raton, Florida with his wife Diane and their three children.

Tyson Lewis is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He is based in Fort Lauderdale, FL. Outside of his advisory role, he co-owns TCL Holdings, LLC, which focuses on family estate planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm emphasizes a broad planning approach supported by proprietary research and tools, providing discrete planning engagements alongside optional implementation through brokerage or advisory programs.

Denise Santoni is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. She is based in Fort Lauderdale, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Golden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Shearson American Express since 1983. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Glenn Sabath is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Gregory Schaeffer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

Jose Villanueva is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes seven years at Bank of America/Merrill Lynch and three years at Comcast prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria while offering broader derivatives and commodities capabilities.

William Parker Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.