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 in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

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. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved as a salesman at Hobe Sound Pawn and Gun, where he handles appraisals, sales, and repair work at trade shows. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a comprehensive planning menu tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Gisselle Caraballo is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she partners with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. She provides guidance across a broad spectrum of financial needs, including investing, retirement planning, and unexpected expense preparation, while also facilitating access to Bank of America specialists for banking and lending solutions. With expertise in managing the competing demands of personal finance, Gisselle works closely with clients to define objectives and implement portfolio strategies aligned with those goals. She offers ongoing advice to adapt portfolios as clients' circumstances evolve. Gisselle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her Bachelor's Degree from the University of Texas System. She is a member of the National Association of Women Business Owners and is fluent in English and Spanish.

Matthew Damiano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages a team of five professionals and focuses on a service model tailored toward affluent families with sophisticated lifestyles. He has been with the firm and its predecessors since 2006, providing investment advice and guidance to a range of clients including affluent families, professional athletes, corporate executives, and business owners. Matthew has expertise in areas such as family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He is a qualified Portfolio Manager and employs a strategy-based approach that incorporates individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and has earned a bachelor's degree from Western New England University. Matthew is an active mentor to several advisors starting their careers in the financial services industry. He resides in Rio Vista, Fort Lauderdale with his wife, Gina, and their two young sons. His personal interests include baseball, boating, football, skiing, and watching movies.

Kyler Cox is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at JPM Distribution Services, Envisage Wealth, First National Bank of Dennison, and the Ohio House of Representatives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide non-discretionary investment decisions.

Eric Marriaga is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated private banking entities since 2012. He is also the sole owner of Cornerstone Family Wealth Management, a business connected to his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services.

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.

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 with Merrill in Fort Lauderdale, Florida. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 13 years at Merrill. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm leverages its integration with Bank of America to offer access to a broad set of financial products and services.

Douglas Golden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 44 years of industry experience. His career includes over four decades at Shearson American Express and more than a decade with Wells Fargo Advisors and Wells Fargo Clearing. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Glenn Sabath is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent eleven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Jose Garcia is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS, Wells Fargo, and BNY Mellon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment solutions through its Institutional Consulting Services program, applying an ESG eligibility framework and providing non-discretionary advice.

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.

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.

Lloyd Davis is a financial advisor with Wells Fargo Clearing in Hollywood, FL, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as a trustee for a client trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Wendy Ashford is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously held roles at J.W. Cole Advisors, The Emerald Financial Group, and J.W. Cole Financial. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a notable focus on public finance and municipal work.