Cameron Viscovich is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He provides clients with wealth management strategies tailored to their short- and long-term financial goals, with a focus on retirement strategies for both businesses and individuals. Cameron offers advice and guidance to businesses regarding their retirement programs and helps clients through the management of new wealth, family wealth strategies, retirement income planning, and socially responsible investing. Cameron holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™) designations. He has earned Merrill's Retirement Benefits Consultant and Senior Portfolio Advisor designations. Cameron graduated from Florida International University with a Bachelor of Arts in Asian Studies and obtained a Master of Science in Personal Financial Planning from the College for Financial Planning. He also earned a certificate from Zhejiang University for their Chinese Language Immersion and Culture Program. Beyond his professional work, Cameron has been involved with professional and community organizations, including serving as a former board member of the Young At Art Museum and participating in the NSU Alvin Sherman Library Circle of Friends. His personal interests include camping, chess, drawing, hiking, painting, photography, reading, running, writing, and spending time with his family.

Matthew Sussman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group and Putnam Retail Management. Outside of his advisory role, he is the owner and president of MLS Wealth Management, a financial services firm, and also works as a licensed insurance agent selling life and annuities products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment and retirement services, supporting both discretionary and non-discretionary account management.

Claudia Mullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2009. Since 2021, she has been with J.P. Morgan Securities in Coral Springs, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm offers customized performance reporting and manager searches through its Institutional Consulting Services program on a non-discretionary basis.

Steven Glazer is a financial advisor with Ameriprise in Deerfield Beach, FL, holding a Series 66 credential and 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, he is involved in bookkeeping for SKW Capital Management on a limited basis. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with specialized retirement income planning services that include written recommendation reports and ongoing advice focusing on dependable income sources and tax-aware withdrawal strategies.

Nicole Bauman is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans directly to clients or through corporate agreements.

Fabiola Hooker is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 30 years of industry experience. Her prior experience includes roles at Charles Schwab and TD Ameritrade Investment Management. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Isaac Valancy is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior roles include positions at Merrill Lynch and Northern Trust Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Matthew Abers is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Matthew Solarana is a financial advisor with Merrill in Coral Springs, FL, holding Series 65 and Series 63 certifications and having two years of industry experience. His prior roles include positions at Bank of America, Primerica Advisors, Hornor, Townsend & Kent LLC, Alliance Laundry Systems, and Opuscare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

David Hatz is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for nine years. 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 supported by structured discovery and planning tools.

Steven Kaiser is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Philip Engelmann is a ChFC® credentialed financial advisor with 35 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is also registered as an Independent Insurance Agent specializing in various types of insurance, though he has not been actively involved in this capacity in recent years. 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 provides financial planning and asset management services using firm-approved analytical tools and emphasizes collaborative, goal-based planning.

Patrick Bulger is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2019, and previously spent seven years with Summit Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that allows advisors to utilize affiliated and third-party managers or create customized strategies.

Michelle Aiello is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Based in Fort Lauderdale, FL, her career includes over a decade at a major institution. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janette Bingham Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Cetera and its related entities since 2019 and previously at Hd Vest Advisory Services and Hd Vest Investment Services from 2014 to 2019. Outside of advising, Davis is a certified public accountant and owner of Janette L. Davis, CPA, LLC, providing accounting and tax services, and serves as treasurer of the Jamaica USA Chamber of Commerce. Cetera Investment Advisers LLC operates as an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Christopher Best II is a financial advisor with Fidelity and holds the Series 66 designation. He joined Fidelity in 2026 and has prior work experience across various industries, including roles at Uber EATS, Hard Rock Stadium, and Louis Vuitton. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and registered investment companies.

Tyler Goverman is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as Vice President at Equitable Advisors from 2017 to 2023. Tyler emphasizes a client-centered approach, focusing on understanding the unique needs and goals of each individual to build trust and lasting relationships. His professional experience spans several years in financial consulting, where he prioritizes clear communication and tailored guidance to help clients work towards their financial objectives. Tyler believes that establishing a strong foundation of trust is essential to delivering meaningful value. Outside of his professional role, Tyler has personal interests in fitness, football, golf, and pets.

Diego Reyes Trujillo is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation. He has experience working at major financial institutions including Bank of America and Wells Fargo. Prior to his roles in finance, he spent seven years at ProColombia within the Government of Colombia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Christopher Eilers is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Osaic Wealth in 2023, he worked at Royal Alliance Associates, Inc. for five years and at Jhfn Sii for sixteen years. Outside of his advisory role, Eilers is president of Aspire Financial Partners, Inc., where he conducts investment advisory and insurance business, and he serves as vice president of a business networking organization. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with asset-allocation tools, risk assessments, and automated rebalancing, managing portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Will Allen III is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior experience with Northwestern Mutual Investment Services LLC and Allen Trades Solutions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and strategies to construct portfolios that include a range of asset types and investment options.