Evan Vladem is a financial advisor at OSAIC with eight years of industry experience and holds a Series 66 designation. He has previously worked at Securities America Advisors, Investacorp Advisory Services, and Associated Financial Consultants. Outside of his advisory work, he serves on the Investment Committee of the Jewish Federation of Broward County and is involved in sports marketing consulting. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Michael Trupiano is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked six years at Franklin Templeton. Outside of his advisory role, he is involved as a partner in a real estate property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

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. She began her career at Morgan Stanley in 2025 and has a background that includes management roles in hospitality and food service, including involvement with Yolo, a restaurant and bar in Fort Lauderdale. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Hayes Griffin is a CFP® professional affiliated with Cetera, with 19 years of industry experience. His prior roles include positions at Advisors Asset Management, Capital Analysts, Lincoln Investment, Edward Jones, and Prudential Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Jose Garcia is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. He previously worked at Berenberg Capital Markets and has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s retirement income approach includes a centralized service team that produces detailed recommendation reports and ongoing advice, with an investment framework influenced by affiliated product partnerships.

Andrew Cooper is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in insurance sales through various companies. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program models and discretionary managers and provides ERISA fiduciary services, relying on both proprietary and third-party investment solutions.

Robert Friedman is a financial advisor at OSAIC with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2004. Prior to that, he worked at RMF Financial, Inc. since 1999 and at PRUCO Securities, LLC from 1999 to 2003. Outside of his advisory work, he serves on the boards of the Urban League and the Hospice of Palm Beach County Foundation and volunteers with the Palm Beach County Sheriff’s Office assisting detectives. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across various programs emphasizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Brent Mowinski is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at VOYA Financial Advisors and PRUCO Securities, as well as ongoing business activities in insurance and tax preparation. He is based in Fort Lauderdale, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research models and third-party subadvisors across a variety of investment strategies.

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 with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Merrill, and the Gehring Group. He is a graduate of Florida State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support clients' financial goals.

Alana Salandy is a financial advisor with Fidelity, holding the Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at Charles Schwab and various Fidelity-affiliated entities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its formal advisory roles to multiple registered investment companies.

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.

Belinda Galbraith is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Cowan is a financial advisor at Morgan Stanley in Fort Lauderdale, FL with 8 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Citigroup, and JPMorgan-related entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of services from retail to institutional investment solutions.

John Foreman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill and Bank of America. He is involved with the finance committee at Rio Vista Church in Fort Lauderdale, reviewing financial statements and budgets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering financial planning services supported by firm-approved tools and models.

Susan Kirkpatrick is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Janney Montgomery Scott, Fortitude Advisory Group L.L.C., Wamu Investments, Inc., and Essex National Securities, LLC. Merrill 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.

Carl Davis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Keegan & Company, LLC and Raymond James & Associates. Outside of his advisory work, Davis maintains involvement in several business ventures, including a small ownership role in Granite Makeover Little Rock, LLC, and serves as a director for Mosaic Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client decision-making, with notable capabilities in municipal and public finance advisory services.