Bradley Ross is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Allen Margolin is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. There are no notable outside business activities reported. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory process.

Feaster Hampton is a Series 66-registered advisor with Merrill, based in Weston, FL, with 9 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he serves as the board chair for the Urban League of Palm Beach County. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jerry Willenborg is a financial advisor with Raymond James & Associates in Weston, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James & Associates since 1997. Outside of his advisory role, he is involved in managing several family-owned rental real estate properties. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Caroline Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

John Hays Duhalde is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank NA. Outside of finance, he has been involved with St. Katharine Drexel Catholic Church. 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, relying on research from Wells Fargo Investment Institute and third-party databases.

Olga Khaitova is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of her advisory work, she is a partner and manager at Snooks "R" Us in Hallandale Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management. The firm manages approximately $2.74 trillion in client assets and combines personalized planning with a broad suite of retail and institutional investment services.

Henry Boyce IV is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Neil Cain is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial and Capital Financial Planners since 2015. His work history includes ownership of a tax preparation and accounting business and involvement in making wedding and baby shower decorations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies and incorporating research from LPL Research and third-party subadvisors.

Alexander Forster is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. His prior work includes roles at Santander Securities, Santander Bank, CUNA Brokerage Services, and Allstate Insurance Company. Outside of advising, he is associated with Ananda Properties LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and research from multiple sources.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides targeted advice and insights to ultra-high net worth individuals and families in the U.S. and abroad. His work particularly focuses on pre-liquidity and cross-border planning needs, serving clients such as ultra-affluent individuals, families, and business executives. Felix leads a team in designing tailored strategies that simplify and optimize financial decision-making based on clients' goals. With over a decade of experience, Felix specializes in wealth transfer planning, portfolio and risk management, and customized lending solutions. His expertise encompasses family wealth management strategies, institutional investment consulting, international wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Although he holds bachelor's and master's degrees of science in accounting from the University of Tampa and has experience at major accounting firms, Felix does not provide tax or accounting advice in his current role. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of his professional role, Felix enjoys adventure sports, biking, boating, cooking, fishing, and watching movies.

David Lesko is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities, LLC, and the Stoever Glass insurance agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Daelle Guirand is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their background includes roles at Bentley University, KPMG, and various educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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.