Beth Marques is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and three years of industry experience. She has worked at UBS since 2022 and is also the proprietor of East Acre Baking Company, a bakery business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Jonathan Winn is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he works as a tax preparer for H&R Block and serves as a notary, among other business activities. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical models as well as various technologies to support its investment management.

Mariana Durante is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience, with prior roles at Equitable Advisors and Regions Bank. Outside of financial advising, she is the founder and manager of Amathink LLC, a business coaching and consulting firm, and American Growth Team LLC, which focuses on marketing strategy and business growth. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and affiliations.

Gerard Danzi is a financial advisor with Wells Fargo Clearing in Davie, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary 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.

John Duhe is a financial advisor with OSAIC holding a Series 65 credential and five years of industry experience. His prior roles include positions at Bliss Wealth Management, FLEX Performance, LLC, and American Income Life. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.

Seth Cranfill serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a High Net Worth Assigned Representative at The Vanguard Group from 2016 to 2019. In his work, Seth focuses on understanding clients and their families to guide them through comprehensive financial planning. He collaborates with clients to develop tailored investment strategies and provides ongoing support to adjust plans as life circumstances evolve.

William Penland Jr. is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He owns BP Management Corp, an office management business unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports in partnership with clients’ financial advisors.

Evan Vladem is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors, Investacorp Advisory Services, and Associated Financial Consultants. Vladem serves as an investment committee member for the Jewish Federation of Broward County and has consulted in sports marketing. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Michael Trupiano is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Franklin Templeton for six years before joining Morgan Stanley in 2019. Outside of his advisory role, he is a partner involved in real estate property management. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with specialized services such as private funds and structured products.

Gerard Machado is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Nomura Securities International and Nomura America Services from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and supports a broad set of investment services across its advisory platform.

Philip Caso is a Wealth Management Advisor at Merrill Lynch, where he has worked since 1989. He holds the position of Senior Vice President and has previously served as a Senior Resident Director. Phil specializes in working with high net worth individuals, business owners, and their families to develop and implement comprehensive financial strategies. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, philanthropic planning, portfolio management, small business strategies, and tax minimization. Phil holds a Bachelor's Degree from New York University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Phil has been named to Forbes' "Best-in-State Wealth Advisors" list in 2018, 2023, and 2026, reflecting recognition of his professional expertise. Outside of his financial advisory work, Phil is involved in food and wine education and is a member of the U.S. Sommelier Association. He enjoys cooking, horseback riding, reading, skiing, tennis, and traveling.

Edward Hussey is a financial advisor with Ameriprise in Coconut Creek, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Emma Carlson is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she has been involved in various roles including ownership and management in the hospitality industry. Her other business activities include a partnership role at YOLO, a restaurant and nightclub in Fort Lauderdale. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm’s approach includes structured planning processes supported by firm-approved tools and investment modeling techniques.

Jose Garcia is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding Series 66 and Series 63 credentials and nine years of industry experience. He has worked at Ameriprise and its related entities since 2016, with a brief tenure at Berenberg Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a structured Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Kevin Wolnik is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Wells Fargo, and Totalbank. Wolnik is based in Sunny Isles, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andrew Cooper is a financial advisor with Equitable Advisors in Weston, FL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Cooper is also involved in insurance sales through various companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brent Mowinski is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation, along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors for seven years. Outside of his advisory role, he is involved in tax preparation through Tadricks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jackson Menke is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Gehring Group. Menke is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Cherry Mae Lerio is a Series 66 licensed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at JPMorgan Chase Bank, N.A., and held a role with the City of Parkland. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alana Salandy is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.