Lisa Paoli is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has worked at various firms including KM Wealth Management and Summit Financial Group, and she is also involved in multiple insurance agencies and a construction company tied to her family. In addition to financial services, she is a salesperson for a workplace timeclock company focused on addressing phantom employee issues. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers and program options.

Bridget Barry is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at Janney Montgomery Scott, Baystate Financial, and the U.S. House of Representatives. J.P. Morgan Securities 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, investment adviser, and commodity-related registrations.

Michael Cavallaro is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 and brings four years of experience in the financial services industry. Michael specializes in serving business owners, entrepreneurs, and families, focusing on their unique wealth management needs. He integrates corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial approaches for corporate executives. Michael holds a Bachelor's Degree from Florida State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He utilizes resources from Bank of America's banking and lending platform to develop holistic financial strategies tailored to each client's goals. His client focus areas include legacy planning, managing new wealth, personal retirement planning, and tax minimization. Outside of his professional work, Michael enjoys golfing, hiking, and skiing. He is fluent in both Spanish and English.

Brian Gold is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Mark Flynn is a financial advisor with Equitable Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and AXA Advisors from 2018 to 2020. He also has prior experience with Cooperstown All Star Village and Columbia University Athletics. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joseph Palmesano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising high-net-worth families and institutional clients since 2003. He leads a team managing over 120 client relationships and more than $900 million in client assets, focusing on retirement planning, defined contribution and benefit plan consulting, individual and corporate investment strategy, and wealth management for South Florida auto dealers and captive insurance trusts. Joe and his team emphasize developing wealth management strategies that align with clients’ complex financial goals, utilizing the analytical tools and resources available through Merrill Lynch to enhance investment outcomes. In 2025, Joe and his team were recognized on the Forbes Best-in-State Wealth Management Teams list. Before joining Merrill Lynch, Joe spent 14 years working in retirement plan consulting across the Washington, D.C., and South Florida markets, assisting business owners and executives with company retirement plan design and implementation. In 2010, he was selected by Bank of America leadership to support Commercial Bank clients with wealth management needs. Joe holds the Certified Investment Management Analyst® (CIMA®) designation, among other credentials, and is a member of the Investments & Wealth Institute™. He earned a Bachelor of Science degree from John Carroll University and completed his CIMA® education at the University of Chicago Booth School of Business. A native of Rochester, New York, Joe attended McQuaid Jesuit High School and now lives in Fort Lauderdale, Florida with his wife Michelle and their two sons. Outside of his professional work, Joe enjoys golfing, skiing, traveling, and is involved in community activities including supporting St Anthony's Friends for Education.

John Snyder is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process and offers a range of investment services, managing approximately $2.74 trillion in client assets.

Stephen Plavin is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is a partner at Kaplan, Plavin & Steinhardt, LLP, specializing in taxes and accounting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

Matthew Dernis is a CFP® with 30 years of experience in financial advisory. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he held positions at Fortune 360 Group LLC and Investacorp Advisory Services. He is also the owner of Dernis Financial Consultants Corp and is involved in divorce planning through Divorce Litigation Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Robert Crabtree is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including CUNA Mutual Group and SunTrust Investment Services. Crabtree manages his practice from Davie, Florida. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Lorenna Gonzalez Ellison is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team in partnership with its financial advisors.

Smith Maxime is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and was self-employed for eight years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Katharine Taglialatela is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of her advisory role, she occasionally works event shifts as a waitress or bartender. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice and customized performance reporting, delivered through a selective group of Wealth Advisors.

Michael Brener is an International Wealth Advisor with the MAB Group at Merrill Lynch Wealth Management. He brings over 29 years of experience in the financial services industry, focusing on serving clients domestically and internationally. His expertise includes college education planning, divorce transition planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Born in New York and raised in Venezuela, Michael holds a Systems Engineering degree from Universidad Metropolitana in Caracas and a Master's degree in Business Administration from Babson College in Wellesley, Massachusetts. He is fluent in English, Spanish, and Hebrew, which enhances his ability to connect with a diverse client base. Michael holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) and is a member of the Investments & Wealth Institute and the Academy of Certified Portfolio Managers. He has been recognized on Barron's Top 1,200 Financial Advisors list in 2014 and on Forbes' Best-in-State Wealth Advisors list for four consecutive years through 2022. Outside of his professional work, Michael serves as the National Director of Neve Michael Children's Village, a home for at-risk children in Israel. He values his family highly and enjoys basketball, cooking, reading, and traveling.

Stephen Potter is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Julie Williamson Bresset is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has worked at Merrill since 2022 and was previously with SunTrust Investment Services and SunTrust Advisory Services from 2016. She serves as a board member for Junior Achievement of South Florida and CAN Community Health Care, organizations focused on youth financial literacy and healthcare advocacy, respectively. 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 that includes individuals, high-net-worth clients, and institutional entities.

Richard Taylor is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee in a trust based in Dayton, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Claudia Medina is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James & Associates and Coast View Real Estate Services, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and resources.

Barbara Marshall is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2000 to 2021, followed by Morgan Stanley Smith Barney LLC until 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process using firm-approved tools and offers access to global investment research and modeling techniques.

Abraham Cabrera is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC and Bank of America. Prior to his financial services career, he was employed at Party City. 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 plans, charitable organizations, and corporate fiduciaries.