Alexander Ferrera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America for 22 years. Outside of his advisory role, he serves as a committee member for Brooke's Place, a nonprofit organization focused on strategic planning and marketing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Craig Donner is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2004. Outside of his advisory work, Donner serves as a trustee and executor managing trusts and estates, and he owns businesses including a real estate brokerage and a chiropractic practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports clients through a broad advisor network, with specialized capabilities including municipal advisory and SIMPLE IRA employer consulting programs.

Matthew Wright is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his role at Wells Fargo, he has partial ownership in McKinnon Wealth Management LLC, a firm based in Fort Lauderdale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo’s research and planning tools.

Tristan Serrao is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Teams to understand their financial objectives and develop plans that address both current and generational needs. His professional experience includes positions at Fidelity Investments as a Workplace Planning Consultant from 2023 to 2025 and as a High Net Worth Service Associate from 2022 to 2023. Prior to that, he worked as a Financial Services Representative at Merrill Lynch from 2021 to 2022. Outside of his professional responsibilities, Tristan engages in cooking and baking, fitness activities, social events with friends, playing musical instruments, reading, and volunteering.

Mark Martorell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at LPL Financial, BMO Private Bank Wealth Management, Truist Advisory Services, and BB&T. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Martin Scheinkman is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial. He has worked with Ic Advisory Services, Inc., The Investment Center, and has managed Scheinkman & Scheinkman, a CPA and tax preparation firm, since 1990. In addition to his advisory roles, he is involved in tax preparation and accounting through Scheinkman & Scheinkman, CPA, PA, and operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial services, including access to model portfolios, third-party research, and technology-driven investment solutions.

Adam Kohn is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. His other business activities include serving as a trustee for family living trusts. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 a broker-dealer, working extensively through program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Austin Frye is a financial advisor with LPL Financial in Aventura, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with LPL Financial since 1998 and has operated Frye Pension Corp since 1990 and Frye Financial Center since 1981. Outside of his advisory work, he is involved in legal services through the Law Offices of Frye, Fortich and Garcia PL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and investment management services, utilizing model portfolios, research, and technology solutions to support client investment strategies.

Bonnie Mitten is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Matykiewicz is a financial advisor with Merrill in Aventura, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Merrill since 2009. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Marshall is a financial advisor at Wells Fargo Clearing in Fort Lauderdale, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his primary advisory role, he is involved with Lincoln Financial Advisors in Fort Wayne, Indiana, serving in a trail commission capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Kevin Gray is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Fisher Investments, NFP Retirement, and Swan Global Investments. Outside of his advisory role, he is involved with Greyson Tax & Consulting, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, supported by research and model portfolios.