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 Series 66-credentialed financial advisor with Edward Jones in Margate, FL, bringing 18 years of industry experience, all with the same firm since 2008. Outside of her advisory role, she owns and manages rental properties in West Palm Beach, FL, and San Jose, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Catone is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Morgan Stanley, he worked at Calton & Associates, Inc., Fresh Bread Investments, LLC, and Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Carolina Young Votto is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with one year of industry experience. She previously worked at Citigroup Global Markets Inc for four years and Delta National Bank & Trust Company for six years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized estate planning groups.

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.

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 with Edward Jones in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2012 and previously worked at Fifth Third Securities, Inc. from 2011 to 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 full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering tax-efficient services and operating under a fiduciary standard.

Daniel Abrahamsohn is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Ameriprise, Wells Fargo Clearing, Merrill, and Bank of America. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Justin Di Gesu is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Tropical Express Delivery, and Proudpapas, as well as a period devoted to full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining a multi-asset portfolio approach with centralized custody and order-routing services.

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 financial advisor with LPL Financial in Plantation, FL, holding a Series 66 credential and 27 years of industry experience. He previously worked at Fidelity from 2006 to 2014 before joining LPL Financial. Outside of his advisory role, he is employed as a tax preparer with H&R Block. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and advisory platforms.

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.