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.

Philip Caso is a Wealth Management Advisor at Merrill Lynch, where he has worked since 1989. He holds the position of Senior Vice President and has previously served as a Senior Resident Director. Phil specializes in working with high net worth individuals, business owners, and their families to develop and implement comprehensive financial strategies. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, philanthropic planning, portfolio management, small business strategies, and tax minimization. Phil holds a Bachelor's Degree from New York University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Phil has been named to Forbes' "Best-in-State Wealth Advisors" list in 2018, 2023, and 2026, reflecting recognition of his professional expertise. Outside of his financial advisory work, Phil is involved in food and wine education and is a member of the U.S. Sommelier Association. He enjoys cooking, horseback riding, reading, skiing, tennis, and traveling.

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.

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.

Kevin Wolnik is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Wells Fargo, and several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

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.

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.

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.