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 with OSAIC holding a Series 65 credential and five years of industry experience. His prior roles include positions at Bliss Wealth Management, FLEX Performance, LLC, and American Income Life. 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 a range of advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.

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.

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.

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.

Andrew Cooper is a financial advisor with Equitable Advisors in Weston, FL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Cooper is also involved in insurance sales through various companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Friedman is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 51 years of industry experience, including over two decades at OSAIC and RMF Financial, Inc., where he has served as president. He is active in community service as a board member of the Urban League and the Hospice of Palm Beach County Foundation and volunteers with the Palm Beach County Sheriff's Office. OSAIC Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm uses asset-allocation tools, risk assessments, and multiple advisory platforms to offer integrated brokerage, financial planning, and managed account solutions.

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.

Kenneth Feliciano is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools alongside investment committee models to support its advisory services.

Jackson Menke is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Gehring Group. Menke is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Alana Salandy is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Allison Johnson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2025, she worked at UBS, Milliman Investment Management Services LLC, Milliman Financial Risk Management LLC, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Ryan VandenBerg is Vice President, Wealth Planner, with a focus on collaborating with families to develop comprehensive financial plans and providing ongoing support to help clients understand their investment options. He has held several positions in the financial services industry, including Vice President Financial Consultant at Fidelity Investments from 2018 to 2024, Branch Manager roles at TD Ameritrade and Scottrade between 2017 and 2018, Financial Consultant at Fidelity Investments from 2014 to 2017, and Associate Financial Consultant at Charles Schwab from 2012 to 2014. This experience has contributed to his expertise in financial planning and client advisory services.