John Price is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes positions at Enterprise Holdings and West Chester University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, employing a structured financial planning process supported by firm-approved tools and models.

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.

Mateus Bergesch Barth is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and entering his first year of industry experience. Prior to joining Equitable Advisors, he worked at Five Rings Financial for two years. Outside of finance, he is employed as a server at Lasso Gaucho Brazilian Steakhouse and has a history of rideshare driving for Lyft. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, insurance, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed advisory solutions.

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.

Christopher Eilers is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2002 to 2018. Eilers is president of Aspire Financial Partners, Inc., where he conducts investment advisory, securities, and insurance business. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

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.

Jared Moser is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities, J.P. Morgan Bank, and Key Investment Services since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Craig Herbert is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Regions Bank and Singer Wealth Advisors. Outside of financial services, he is a songwriter and recording artist. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies.

Jack Sharpe is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Fort Lauderdale office, with over 40 years of experience at the firm. He works closely with clients to understand their financial goals and objectives, helping to implement appropriate financial strategies tailored to their needs. Jack specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and services for sports and entertainment clients. Jack holds a Bachelor's Degree from Tulane University. He has earned professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is fluent in Hebrew, English, and Spanish. Jack also participates in community service through volunteering and maintains personal interests in basketball, football, ice hockey, skiing, softball, swimming, tennis, and traveling. His approach involves working one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Jack emphasizes the importance of clients fully understanding their objectives to ensure suitable financial strategies are applied.

James Carroll is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, Carroll serves as a board member of the Oakland Park Pension Board. 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 supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Ronald Millar III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at MML Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, he is involved in insurance sales and owns an LLC for pass-through compensation. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers various programs including wrap accounts, money‑manager programs, and educational seminars.

William Holland is a financial advisor with Edward Jones in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Deborah Trapani is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at Merrill and Bank of America since 2018 and was previously with Fifth Third Private Bank. Trapani serves as an advisory board member for the Humane Society of Broward County, participating in fundraising activities for community programs. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations with model-based and discretionary investment strategies.

Calida Stone is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 designations. Outside of her advisory role, she works as a delivery driver for DoorDash and Uber Eats during her personal time. 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 and financial planning services that utilize structured discovery and firm-approved tools to support client planning needs.

Maryanne Sarfati is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

James Franskousky is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Private Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Joseph Dichiacchio is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range 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 using firm-approved tools and models.

Gerard Olsen is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he works as an independent contractor providing bookkeeping, computer repair, and webmaster services for non-Morgan Stanley clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Scott Ramo is a financial advisor with RBC Capital Markets and holds the CFP® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Juan Benjumea is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and employment outside the financial industry at 24 Hour Fitness and Footaction Inc. He also worked at Broward College for eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.