Bryce Smith is a Financial Consultant at Fidelity Investments, where he partners with clients to develop customized financial plans aimed at achieving both their long-term and short-term goals. He emphasizes education to help clients make informed decisions and gain confidence in their financial situations. Bryce has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Financial Representative before becoming a Financial Consultant in 2023. He holds a California Insurance License. Outside of his professional work, Bryce enjoys cooking and baking, participating in family activities, playing golf, visiting museums, and reading.

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.

Pavel Mitryaev is a financial advisor with Edward Jones in Miami Beach, FL. He holds Series 66 and Series 63 licenses and has prior experience at Citibank N.A. and Wells Fargo. Before transitioning to financial services, he spent nine years with DC Healing LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 at OSAIC with a Series 65 designation and six years of industry experience. His prior roles include positions at Bliss Wealth Management, FLEX Performance, LLC, American Income Life, and Sound Income Strategies. He is based in Ft. Lauderdale, FL. 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 integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, employing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

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 the Series 66 designation and has previously worked at Bank of America, Totalbank, and Wells Fargo in various capacities. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Cooper is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of advisory work, he is involved in insurance sales through various companies. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

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 with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Merrill, and the Gehring Group. He is a graduate of Florida State University. 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 utilizes structured planning tools and modeling techniques to support clients' financial goals.