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 six years of industry experience and holds a Series 65 designation. His career includes roles at Bliss Wealth Management, FLEX Performance, LLC, American Income Life, Sound Income Group, and Associated Investor Services. He is based in Ft. Lauderdale, FL. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a variety of financial planning and investment management programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, utilizing various discretionary and third-party management strategies within a large, integrated platform.

Brett Dipasquale is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 credential and has previously worked at firms including Royal Alliance Associates and SagePoint Financial. Outside of advisory work, he is involved in managing an LLC focused on accounting and record keeping, as well as participating as an agent in an insurance agency selling fixed insurance products. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services featuring comprehensive financial planning and model-based investment strategies delivered through a multi-advisor platform.

Wilfred Morrison is a financial advisor with Wells Fargo Advisors in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes prior roles at Merrill and Wells Fargo Clearing before joining Wells Fargo Advisors in 2019. He is the sole owner of Morrison Asset Management, an investment-related business based in Allentown, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with planning services covering various complex client needs and optional implementation through brokerage or advisory programs.

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 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.