Robert Berrin is a financial advisor with OSAIC in Boca Raton, FL, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors from 2016 to 2024. Outside of advisory services, he is involved in selling chiropractic membership programs to large employers and serves as president of Berrin Mgmt Group, which offers life insurance and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to manage investments across a variety of asset classes, supporting both discretionary and non-discretionary accounts.

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.

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.

Nicholas La Pato is a financial advisor with Merrill based in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill in two separate periods, from 2016 to 2018 and from 2022 to the present, and has also been employed at Bank of America since 2026. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Frankel is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Based in Boca Raton, FL, he serves individual and institutional clients through the firm. Edward Jones is a wealth management firm serving more than four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Natalie Wynter is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. Her career includes roles at Charles Schwab, TD Ameritrade, Mutual of America, Edward Jones, and Bank of America. Prior to her financial services career, she spent fourteen years at Macy’s. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s investment approach includes multi-asset model portfolios, non-discretionary advisory relationships, and access to discretionary separately managed accounts.

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.

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.

George Bockmeyer is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Northwestern Mutual, and JP Morgan Chase. Outside of his advisory work, he prepares tax returns as an enrolled agent for South Florida Tax Solutions, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through a centralized service team working with advisors.

Deborah Trapani is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Fifth Third Private Bank. Outside of her advisory role, she serves as an advisory board member for the Humane Society of Broward County’s auxiliary fundraising arm, PAWS. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Douglas Chasser is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Zeigen is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at First Horizon Advisors and Iberia Financial Services. Outside of finance, his background includes roles at the Center for Respiratory Research and Rehabilitation and involvement with Balance 180 Gymnastics and Sports Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Maxine Bolton is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds a Series 63 designation and previously worked at Stifel Nicolaus & Co Inc for 17 years. Outside of her advisory role, she serves as Vice President of the Sumner House Homeowners Association in Culver City, California. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

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.

Alan Linker is a Series 66-licensed financial advisor with Stifel, where he has worked since 2015. He has 24 years of experience in the industry and is based in Boca Raton, FL. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.