Henry Boyce IV is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-based asset allocation and various capital markets services.

Alexander Forster is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Santander Securities, CUNA Brokerage Services, Allstate Insurance Company, and Calamos Advisors LLC. Outside of advisory work, he is involved with Ananda Properties LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by tools such as machine learning for operational assistance.

Maria Wolf is a Financial Advisor with Merrill Lynch Wealth Management based in Weston, Florida. She works with individuals, families, and business owners to help them navigate their financial decisions. Her practice emphasizes building relationships founded on trust, communication, and a clear understanding of her clients' unique goals and priorities. As a bilingual professional fluent in English and Spanish, Maria serves clients from diverse backgrounds, aiming to keep them informed and supported throughout their financial journey. Maria's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Maria earned her Bachelor's degree from Nova Southeastern University. Originally from Venezuela, Maria has a perspective that values long-term financial planning and trusted guidance. Outside of her professional work, she enjoys interior decorating, running, soccer, and spending time with her family. She also participates in community initiatives that support causes important to both her and her clients.

Paula Mcdonell is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been an advisor since 1989 and is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paula is part of the Caso, McDonell & Associates team, dedicated to providing comprehensive and personalized wealth management strategies. Throughout her career, Paula has worked with individuals, families, and business owners, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, and retirement income. Her career has given her experience in South Florida, Princeton, New Jersey, and Chicago, Illinois, before returning to South Florida in 2002 to establish a professional partnership with Phil Caso. Paula holds an accredited certificate from the College for Financial Planning. Outside of her professional role, she enjoys boating, camping, gardening, skiing, spending time with her family, and woodworking.

W Parker is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jacob Weissman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously was associated with Sterling National Bank and the University of Michigan's Barger Leadership Institute. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Felix Sanchez Carrasquillo serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides targeted advice and insights to ultra-high net worth individuals and families, including those with pre-liquidity and cross-border planning needs. Felix partners with clients such as ultra-affluent individuals, families, business owners, and executives to transform financial complexity into strategic opportunities. His expertise includes executing customized wealth management strategies that focus on growing, preserving, and transitioning wealth. Felix works closely with his team to assist clients in wealth transfer and legacy planning, portfolio management, risk management, and cross-border wealth planning. He is also committed to preparing future generations for wealth stewardship through values-based planning and financial education. Felix holds both bachelor's and master's degrees in accounting from the University of Tampa. He began his career with leading accounting firms, experience that informs his approach, although he does not provide tax or accounting advice in his role at Merrill. He is a Personal Investment Advisor (PIA) and communicates in both English and Spanish. Outside of his professional role, Felix has interests in adventure sports, biking, boating, cooking, fishing, and watching movies.

Daelle Guirand is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bentley University and KPMG. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Mazurkiewicz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors Inc, and Stuart Cranes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Jeffery Besselievre is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he spent nine years at Bank of America Private Bank. He holds the Series 66 designation and is based in Fort Lauderdale, FL. Outside of his advisory role, he has ownership interests in multiple investment-related LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Christopher Bernal is an International Wealth Advisor with Merrill Lynch Wealth Management. He joined the firm in 2008 and holds certifications including the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Retirement Planning Counselor™ (CRPC®). Leveraging his expertise, he collaborates closely with clients to develop personalized strategies encompassing investment management, cash management, retirement planning, trust and estate services, and banking solutions through Bank of America, N.A. Bernal begins each client relationship by thoroughly understanding their individual circumstances, motivations, family dynamics, and personal history. His approach integrates insights into current tax regulations and coordination with other professional advisors to build cohesive frameworks aimed at growing, preserving, and transferring wealth effectively. His client focus areas include college education planning, international wealth management, legacy planning, retirement income, socially responsible investing, and services for endowments, foundations, and non-profits. He earned his Bachelor's degree in Political Science and Psychology from the University of Houston Honors College. Residing in Hollywood, Florida, Bernal spends his free time fishing, camping with his family, cooking, golfing, and playing tennis.

Lydia Ferrer is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s research tools.

Helena Borges Fortes is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Morgan Stanley from 2015 to 2019. Helena is based in Hallandale Beach, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Steven Schiavo is a financial advisor with LPL Enterprise holding Series 65 and Series 66 credentials and 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementations and offers access to third-party asset managers alongside affiliated insurance and trust custody services.

Lawrence Napp is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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 that employs structured discovery conversations and firm-approved tools to model financial outcomes.

Nicole Freites is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been working since 2007. She specializes in assisting individuals and families with various aspects of wealth management, including family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Nicole brings over 15 years of experience to her role, focusing on providing personalized and relationship-driven financial guidance. Nicole holds a bachelor's degree in finance from Florida International University and is a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Throughout her career, she has been recognized for her expertise and leadership, being named to the 2025 and 2026 Forbes "Top Women Wealth Advisors Best-In-State" list. She also serves in leadership roles within professional organizations such as the HOLA Hispanic Organization for Leadership & Advancement and the Next Gen Leadership Council. Outside of her professional work, Nicole resides in Weston with her husband and their three daughters. She volunteers in the community, including involvement with Broward County Public Schools and the Jason Taylor Foundation. Her personal interests include music, traveling, exercising, and spending time with her family, as well as watching her daughters play soccer.

Ricardo Kent is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Outside of his advisory role, he is the owner of JAIMEFE LLC, a real estate-related business based in Weston, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and broad investment product offerings.

Edwin Bertolett is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Donald Biddle is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and is also a partner at Richard C. Jarchow CPA's, a tax services firm, where he has been involved for over 40 years. Additionally, Biddle is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, offering tailored portfolio management across multiple platforms with access to both proprietary and unaffiliated investment strategies.

Norman Tracey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering its services on a non-discretionary basis.