Benjamin Gassman is a financial advisor at Charles Schwab with Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Jimmy Johns, and Tropical Smoothie. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jesse Miles Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Based in Boca Raton, FL, he has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Jorge Remotti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America/Merrill Lynch, IFB Wealth Management, and Wells Fargo Bank. Outside of finance, he is the owner and partner of Remotti Entertainment Services, where he performs live music at contracted events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence with quantitative and qualitative research and incorporates ESG criteria, supported by broad derivatives and commodities capabilities.

Monica Vos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Merline J. Pearce - Patient Health Care and Wachovia Bank, N.A. for long-term engagements. 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.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Turner is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at CourtAvenue LLC and Southern Glazer's Wine and Spirits. Outside of his advisory work, he serves as president of the Sterling Group, a networking organization in Coral Springs, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Sebastian Barbero is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ernst & Young Capital Advisors and Jefferies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Dennis Whalen is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Vella is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983 and also works with Bank of America since 2010. Outside of his advisory role, he maintains an active Florida real estate license. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Lopez is a CFP® certificant with over 21 years of industry experience. She has been with J.P. Morgan Securities since 2012, following roles at Merrill, Chase Investment Services, Soma Capital Management, UBS Financial Services, and Ameriprise. Outside of her advisory work, she is a 50% owner of Moats Corporation, a retail business focused on wellness products that may involve patent applications. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting, with implementation support from affiliated entities.

Brian Mahoney is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Emma Gurdus is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her background includes roles outside finance, such as working at Orangetheory Fitness and Sicilian Oven. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Don D'adesky is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 35 years of industry experience. His career includes positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside his advisory role, he is involved as a manager of Prudent Partners, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning and consulting services, employing diverse portfolio management styles and supporting municipal advisory and employer consulting programs.

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Christopher Upton is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as a board member for the Cedar Villas Home Owners Association and is involved with the Broward County School Board Audit Committee. 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 focused on tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Reich is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, Equitable Advisors, and Signator Investors. Outside of advising, he is a fiction novel author. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach, supporting a range of advisory and brokerage services tailored through affiliated broker-dealer and RIA relationships.

Abigail Linn is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Plantation, FL, and has 17 years of industry experience. Her prior work includes roles at Wells Fargo Advisors, UBS Financial Services, Raymond James Financial, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

David Valtierra is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance since 2007. Outside of his advisory work, he is president and host of a fishing, hunting, and outdoor television show distributed on retail DVDs through Polarized Back Bay Creations, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written recommendations tailored to client goals.

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and financial planning services.

Karen Semenick is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.