Esther Berger is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has been with UBS since 2021, including her current role at UBS Financial Services since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Piscatelli is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CIBC Capital Markets, Zeus Financial LLC, and Avenue One. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Charles Verner is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1987. Verner serves on the boards of the Tower Forum and the Broward Education Foundation, where he is also assistant treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial products and services.

Swanellie Paulin is a financial advisor at Edward Jones in Margate, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Sosa is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cetera and Regions Bank since 2022. Prior to that, he was the sole owner of Forthright Resources LLC, a recruiting business, and worked at Randstad Professionals for six years. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Neil Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in partnering with affluent to high net worth individuals and business owners to manage all aspects of their financial lives through individualized portfolios. Neil's approach focuses on providing differentiated returns by leveraging his knowledge of Alternative Investments, including Hedge Funds, Private Equity, Private Placements, and Structured Investments. He also offers tailored lending strategies through Bank of America to support his clients' financial goals. Neil is a Certified Private Wealth Advisor (CPWA) designee, a certification awarded by the Investments & Wealth Institute. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management in 2016, Neil worked as a Private Client Advisor at JP Morgan. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. Outside of his professional role, Neil enjoys baseball, basketball, and football, and values spending time with his family.

Daniel Schwartz is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. He also serves as a trustee for a family investment and planning trust. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.

Gerardo Porraz is a CFP®-credentialed financial advisor with Edward Jones in Boca Raton, FL, bringing eight years of industry experience. Before joining Edward Jones in 2017, he worked with Trader Makers and Inverpro, LLC and has been involved in performing arts through Porraz Entertainment, LLC. He has experience in music performance and production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jaynie Siegel is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Michelle Valdez is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to understand their personal and family priorities and helps develop strategies aimed at pursuing their financial goals. Her approach involves tailored advice that evolves with the changing needs of those she serves. Her expertise includes general investing, retirement planning, and preparing for unexpected financial events. Michelle holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Pontificia Universidad Catolica Madre y Maestra. Michelle is fluent in both English and Spanish and engages with clients in both languages to provide comprehensive financial guidance.

James Senior is a financial advisor at Edward Jones in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2012. He serves on the Professional Advisory Committee of the United States Holocaust Memorial Museum in Boca Raton, FL, where he participates in fundraising planning. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Daniel Abrahamsohn is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Ameriprise, Wells Fargo Clearing, Merrill, and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

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.

Marcia Stultz Hutchinson is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and also has ongoing experience with Primerica Financial Services and a prior role at Joel Martin MD. Outside of her advisory role, she is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services handled by established financial institutions.

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.

Brett Dipasquale is a financial advisor with OSAIC based in Fort Lauderdale, FL, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., SagePoint Financial, Inc., and MSI Financial. Outside of his advisory work, he owns an LLC focused on accounting and record keeping and is an agent with an insurance agency selling fixed insurance products. 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 investment advisory services through a large network of advisers, employing asset-allocation tools, risk-tolerance questionnaires, and multiple portfolio management strategies.

Wilfred Morrison is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Outside of his advisory role, he owns Morrison Asset Management, an investment-related business based in Allentown, PA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, employing proprietary research and tools to develop personalized recommendations.