Carla Bashan is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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 strategies designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Spiro is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Merrill, Raymond James & Associates, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ronald Mckenzie is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked within the Wells Fargo platform since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his primary role, he has ownership interests in McKenzie Riedel Wealth Management, LLC and Ramalq, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services leveraging Wells Fargo research and tools, with customizable recommendations delivered through both discrete planning engagements and optional implementation programs.

Joseph Doganieri is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has previously held roles at Aspire Financial Partners, Hard Rock Seminole Hotel & Casino, Amazon, and the YMCA. Doganieri is involved in marketing and sales of securities and fixed insurance products through Aspire Financial Partners, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to various managed account solutions, utilizing advanced asset-allocation tools and third-party platforms.

Anh Nguyen is a financial advisor with MassMutual Investors Services in Ft. Lauderdale, FL, holding the CFP® and CFA® designations with 14 years of industry experience. Prior to joining MassMutual Investors Services in 2017, Nguyen worked at MetLife Securities Inc. from 2011 to 2017. Outside of advisory work, Nguyen owns AV Wealth Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes detailed client data analysis and collaborative annual planning engagements supported by firm-approved tools.

Rodny Baez is a financial advisor at UBS Financial Services in Fort Lauderdale, FL, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Janet Scheer is a financial advisor with Merrill in Plantation, FL, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1996 and also worked at Bank of America, N.A. starting in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary strategies to a broad range of clients such as individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nick Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has accumulated experience through multiple roles at Morgan Stanley since 2024 and previously worked with Wisconsin Athletics for four years. 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 customized financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Michael Primo is a financial advisor with Cambridge Investment Research Advisors in Weston, FL, holding Series 65 and Series 63 licenses and 19 years of industry experience. His prior experience includes roles at Dempsey Lord Smith, LLC, PEAK Brokerage Services, LLC, Blackridge Asset Management, LLC, and GWN Securities Inc. He is also the owner of Vita For Life LLC, a healthcare-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients—including individuals, pension plans, charitable organizations, and trusts—through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a variety of investment strategies and platform options.

Aixa Rosado is a Series 66 licensed financial advisor with Morgan Stanley in Plantation, Florida, bringing 29 years of industry experience. She previously worked at Barclays Capital Inc. for nine years before joining Morgan Stanley in 2017. Outside of her advisory role, she serves as a Notary Public in various Florida cities. 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 emphasizes tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

Diana Verity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at PNC Bank and BB&T. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Stewart is a Series 66 licensed financial advisor with over 20 years of industry experience. He has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of the finance committee at Banyan Golf Club in West Palm Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

Doris Huggins is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gerald Licari is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1991. He provides an integrated and personalized approach to wealth management, drawing on over 35 years of experience in the financial services industry. Gerald specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor of Arts degree in Finance from Florida Atlantic University and maintains several professional designations, including Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA). Gerald's approach combines access to investment resources with personalized attention to develop short- and long-term wealth management plans to build, manage, and preserve client wealth across generations. Outside of his professional role, Gerald enjoys golf, pickleball, traveling, boating, and spending time with his family. He lives in Davie, Florida with his wife, Susan, and their dog, Coco. He is also actively involved with charitable organizations, particularly those supporting foster children.

Joseph Pierce is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Prospera Financial Services and Wachovia Securities. Pierce is also a co-owner of Plymouth Rock Financial Partners LLC, an Ameriprise franchise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors and emphasizes managed accounts and algorithmic recommendation generation.

Alana Margolin is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63, 65, and 66 credentials and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with investment planning and advisory services.

Harrison Monaco is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Taschen Miami and has a background in the arts sector with roles at Miami City Ballet and Philadelphia Ballet. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Moshe Banin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Banin serves on the board of The Victory Center, a nonprofit school supporting children, where he contributes to fundraising and strategic planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Marchitto is a financial advisor with OSAIC in Coral Springs, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Oppenheimer. Outside of advising, he owns and operates Twinvincible Charters LLC, an entity created to maintain a boat that may also be available for charter, and serves as a volunteer board member on the finance committee of Remember2, Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and supports a variety of investment vehicles and third-party services to construct portfolios tailored to client needs.