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.

Joseph Vieira is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he owns and operates Mediterranean Group Inc., an investment-related business based in Coral Springs, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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.

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 Series 66 and Series 63 licenses and previously worked at Morgan Stanley for four years before joining Raymond James in 2019. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, and offers a range of firm-sponsored programs and institutional consulting services.

Steven Schiavo is a financial advisor with LPL Enterprise and holds Series 65 and Series 66 designations. He has 42 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Fort Lauderdale, FL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products through its integrated platform.

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.

Stephen Estler is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, having been with MML Investors Services since 1982 and associated with MassMutual Life Insurance Company since 1980. Outside of his advisory role, he serves as treasurer for the Christian Business Mens Connection, a religious peer group and mentoring organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.

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 at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is an owner of JAIMEFE LLC, a real estate business based in Weston, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

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 credentials and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also a partner at Richard C. Jarchow CPA's, a tax services firm he has been involved with since 1986. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custodial platforms.

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.

Geoffrey Palilla is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Raymond James from 2021 to 2025 and held roles in home health care companies from 2016 to 2021. 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 with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.