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 at Edward Jones with 23 years of industry experience, all of which have been spent with the firm since 2003. He holds Series 63 and Series 66 designations and is based in Ft Lauderdale, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Deborah Trapani is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at Fifth Third Private Bank before joining Merrill and Bank of America in 2018. Trapani serves as an advisory board member of the Humane Society of Broward County’s fundraising arm, PAWS. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Douglas Chasser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a prior tenure with Wachovia Bank, N.A. dating back to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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, leveraging research and analytics to support its investment approach.

Matthew Zeigen is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Advisors and Iberia Financial Services. Outside of finance, he has experience working with a sports academy and a respiratory research center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maxine Bolton is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked previously at Stifel Nicolaus & Co. Inc. and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Vice President of a condominium homeowners association in Culver City, California. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research from its Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

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 with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones, BNY Mellon Securities Corporation, AllianceBernstein L.P., and Private Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

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.

Cara Leigh is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she acts as co-power of attorney alongside her sister for their mother's accounts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Rj Malcampo is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was employed by Nasco Middle East Insurance Brokers Inc. from 2014 to 2018. Outside of financial advising, he is the sole member of Continuing Education Support LLC, a marketing business for online education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

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.

Drew Conelly is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services. Outside of his advisory work, he serves on a neighborhood improvement committee focused on assisting with local property enhancements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions across a broad product platform.

William Dagistino Jr. is a CFP® professional with 39 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and offers financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Juan Benjumea is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., 24 Hour Fitness, Footaction Inc, and Broward College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eleazar Ayala is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 10 years of experience in the financial services industry. Since joining Merrill Lynch in 2022, Eleazar has developed tailored financial strategies to help clients pursue their personal and long-term goals. His expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Before joining Merrill Lynch, Eleazar held numerous roles over a span of more than nine years at another financial institution. He possesses the Series 7 and Series 66 FINRA registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eleazar earned an associate's degree and a bachelor's degree from Broward College, as well as a high school diploma from South Miami High. Fluent in both Spanish and English, he balances his professional career with personal interests such as baseball, basketball, football, music, cooking, traveling with his wife Andrea and their two daughters, and supporting local sports teams.

Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Equitable Advisors in 2012, Resnick worked at VOYA Financial Advisors, Inc. from 2008 to 2011. Outside of advising, Resnick serves as president of a group health insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary investment solutions and provides ERISA fiduciary services to qualified plans.

Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2022. Outside of advisory, she owns and directs DK International Associates Inc., a family business specializing in contract engineering and manufacturing, and serves as Vice President of Silecent Lighting Corporation, a manufacturer of LED lighting. Merrill, along 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.