Jose Larin Parker is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced analytical tools.

Tracy Rosenau is a financial advisor at Fidelity Investments with five years of industry experience. She has previously worked at Prosperity Capital Advisors, Thrivent Financial, Harborside Group, and Sterling Trust/Equity Institutional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Saviano is a Wealth Management Advisor and senior partner of The Saviano Group at Merrill Lynch Wealth Management. With a career beginning in 1998, he has extensive experience working with high-net-worth individuals, families, and business owners. Michael combines his background in risk management with a client-focused approach, aiming to align financial strategies with clients’ unique goals and priorities. His expertise includes retirement plan design and maintenance, investment consulting, portfolio management, and specialized planning services such as college education, divorce transition, legacy, and socially responsible investing. Michael earned a Bachelor of Business Administration in Management from Florida Atlantic University. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to provide strategic guidance in employee benefit plans and enhanced risk management for plan sponsors and participants. Outside of his professional activities, Michael is an avid golfer and resides in Boca Raton with his wife and son. He is involved in the local community as a member of the Exchange Club of Pompano Beach and volunteers with The First Tee of Broward County, a youth development organization introducing golf and its values to children.

Jack Rearden is a financial advisor at Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked with AllCampus hats and THE Ohio State University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by an internal committee.

Deborah Allen Phillips is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1985. 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. The firm offers model-based and discretionary investment strategies and services individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Hill is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, Madison Avenue Securities, and multiple Global Wealth entities. Outside of his advisory role, he is involved with Creative Financial Network, where he sells fixed insurance products such as life, long-term care, health insurance, and fixed annuities. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm utilizes advanced asset-allocation tools and provides access to third-party money managers, supporting a wide range of investment options and account management styles.

Donald Tynion II is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a member of the board of directors for the Catherine M. Walsh Foundation, which distributes funds to charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Fatoumata Konate is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has prior experience at Goldman Sachs and has worked in various roles across financial services and corporate sectors. Outside of her advisory role, she was involved with Love Your Menses, Inc., a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Todd Finkel is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He is also co-trustee for his father's trust and a trustee for Finkel Financial LLC’s 401(k). Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements that address various client needs, including niche areas such as business-owner transition and special-needs planning.

Paul Doherty is a financial advisor at Morgan Stanley in Aventura, FL, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Leodi Sanchez Morales is a financial advisor with Merrill in Hollywood, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Morales worked at Bank of America and attended Florida International University and Broward College. Outside of advising, Morales is involved in a clothing resale business, buying and selling apparel through TRIO 29 FASHION LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Esther Sierens is a financial advisor with Thrivent Investment Management in Davie, FL, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2006 to 2026. Outside of her advisory role, she is an owner of Cresson San Entertainment LLC, an entertainment business, and serves as a member at large on the board of The Sisterhood of the Temple of Ahel Adom, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

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.

Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.

Luis Mayorga is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of VOJ LLC, which is involved in real estate in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs that include tailored financial planning and access to extensive resources such as market simulations and strategic planning tools.

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.

Leon Rehak is a financial advisor with LPL Financial in Oakland Park, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Raymond James & Associates for 11 years and Wells Fargo Clearing for 3 years. Outside of advising, he is involved with Gordon Marketing, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a combination of advisory and non-advisory financial 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.

Tonya Henry is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Morgan Stanley, Equitable Financial Life Insurance Co., and American Express. Outside of finance, she has been involved with Love Intox, LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment 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.