Sean Fletcher is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jorge Cayon Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies aimed at achieving their desired outcomes. His approach involves defining clients' objectives and selecting portfolio strategies designed to reach them, providing ongoing advice and adapting portfolios as client situations change. His expertise encompasses areas such as executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. Jorge holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Miami International University of Art & Design. Jorge is involved in community organizations including the Bank of America Community Volunteers and Community Champions (BACCV) and the Military Support and Assistance Group (MSAG). He is fluent in English and Spanish and has personal interests that include adventure sports, boating, fishing, hunting, music, photography, reading, spending time with his family, traveling, and watching movies.

Vickie Bartholomew is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Kyle Ellis is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he has been involved with Nova Southeastern University and the First Baptist Church of Pompano Beach. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools.

Amara Camy is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she held positions at Penske Truck Leasing, Northwestern Mutual, and California Coast Credit Union. Outside of her advisory role, she is an assistant volleyball coach with Starlings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management alongside model portfolios and third-party research.

Keith Aebischer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1999. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, investment advisory, and access to various institutional products.

Jonathan Galarza is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various divisions of JPMorgan Chase since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, CITIGROUP, and Societe Generale Corporate and Investment Bank. Duchemin also held real estate licenses while working with multiple firms between 2021 and 2026. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm combines advisory and brokerage solutions through extensive use of LPL-sponsored programs and endorsed third-party managers.

Jordan Bluestein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth planning services tailored to young professionals, individuals, and families through various stages of life. Jordan emphasizes building long-term relationships with clients to understand their unique financial goals and develop customized wealth plans. Jordan holds a Bachelor's Degree in Risk Management and Insurance from Florida State University. He began his career as an underwriter with a major insurance company before transitioning into wealth management. His expertise encompasses college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, retirement income, and managing new wealth. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Jordan enjoys adventure sports, golfing, soccer, tennis, and spending time with his family.

Thomas Fread is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he serves as Chair of the Board of Directors at Nova Southeastern University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Oswaldo Pelaez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, with prior roles at SS White Technologies Inc and NextEra Energy. Pelaez serves as a board member and treasurer on the finance committee of the Rotary Club of Hallandale Beach Aventura. 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. The firm provides tailored financial planning through structured processes and planning tools, managing approximately $2.74 trillion in client assets.

Andres Bayona is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiserv, GWFS Equities/Empower, JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Daulerio is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors, Kelly worked at Primerica Financial Services and has experience in sales of investment-related products and loan and home service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services delegated to BNY Mellon Advisors and Pershing.

Brian Lum is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lum is involved as a brand ambassador and affiliate marketer for several companies in healthcare and retail, including PlatinumLED Therapy Lights, Moment Pickleball, Piurify, and Honey Stinger. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored plans supported by firm-approved planning tools and a structured process, serving a broad range of clients through various investment and advisory programs.

Scott Singer is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2016. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Ryan Thieme is a CFP® designated financial advisor with Morgan Stanley in Fort Lauderdale, FL, bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, and previously at Bank of America and Merrill Lynch from 2016 to 2021. Outside of his advisory work, he is involved in the automotive aviation sector through V1Aero and serves as Treasurer and Board Member for The Parks Foundation of Broward County. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs focused on tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Alexander Marchuk is a financial advisor at Wells Fargo Advisors with three years of industry experience. He previously worked at Fifth Third Bank for eight years. Marchuk owns and operates Marchuk Capital Management LLC in Fort Lauderdale, Florida. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop recommendations.

Kylie Ferraro is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and having seven years of industry experience. Prior to her current role starting in 2019, she worked full-time in education for four years. Outside of her advisory work, she appeared on the television show House Hunters and works as a youth soccer referee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves a broad client base through various retail and institutional offerings.

Daniel Klonsky is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Klonsky is currently based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Matthew Goode is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and goals. He assists in updating financial plans, implementing strategies, and making necessary adjustments to support clients in working towards their financial objectives. Matthew has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning. Outside of his professional work, Matthew has personal interests that include cars, concerts, golf, motorcycles, outdoor adventures, and skiing.