Stephanie Brandon is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include a 26-year tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company. She is also president and owner of Brandon Financial Consulting Group, a business entity used for advisory compensation and expense management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning engagements.

William Adams is a financial advisor at J.P. Morgan Securities with the Series 66 designation. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. His prior experience includes roles at Ameriprise Financial Services and Prestige Development. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Lindsey is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked with Merrill, Bank of America, and Wells Fargo. Lindsey is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services directly as well as through corporate agreements.

Chadia Ghanem is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her career in finance, she spent 15 years working in the automotive technology sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Harris Kerker is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes nine years at Invest Financial Corporation and over four decades with Asset Planning Group, Inc. He is also president of Insurance Creations, Inc., an insurance agency offering group health, life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing various investment strategies and operational support tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Gil Cohen is a ChFC® credentialed financial advisor with 31 years of industry experience, currently with OSAIC since 2023. He previously worked at Sagepoint Financial Inc for eight years. Outside of his advisory role, Cohen serves as a council member of the Broward Sheriff’s Advisory Council, supporting families of fallen officers. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jamie Umberger is a financial advisor with J.P. Morgan Securities LLC based in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Jamie worked at Bank of NY Mellon Wealth Management and Wells Fargo Clearing. Outside of finance, Jamie serves as an officer and secretary of Paint Smart Inc., a business involved in painting and renovation services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charlie McCluskey is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual in 2012. Throughout his career, Charlie has developed expertise in financial consulting, investment strategies, retirement solutions, and client relationship management. His approach involves collaborating closely with clients to understand their goals, priorities, and values, in order to design tailored financial strategies that adapt as life circumstances and markets change. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Alexander Ferrera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America for 22 years. Outside of his advisory role, he serves as a committee member for Brooke's Place, a nonprofit organization focused on strategic planning and marketing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Craig Donner is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2004. Outside of his advisory work, Donner serves as a trustee and executor managing trusts and estates, and he owns businesses including a real estate brokerage and a chiropractic practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports clients through a broad advisor network, with specialized capabilities including municipal advisory and SIMPLE IRA employer consulting programs.

Matthew Wright is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his role at Wells Fargo, he has partial ownership in McKinnon Wealth Management LLC, a firm based in Fort Lauderdale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo’s research and planning tools.

Patrick Burke is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since January 1993. He specializes in providing wealth management services to high-net-worth families, businesses, non-profit organizations, and corporate clients. His advisory work encompasses traditional investing with a risk management approach, acquisition financing, estate planning, and philanthropic goals. Prior to his current role, Patrick was a Credit Manager at Norwest Financial, where he advised clients on liability management needs. Patrick graduated in 1989 from Virginia Polytechnic Institute with a B.S. in Business Management. He completed the Business Executive Education program at Wharton and earned his Certified Investment Management Analyst (CIMA) certification in 2007. Additional professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include family wealth management, corporate executive services, retirement income planning, and services for endowments, foundations, and non-profits. Residing in Mt. Vernon, VA, Patrick has been active in his local community since 2007 as a soccer and basketball coach at the Lee Mt. Vernon Sports Club. He is also a classic car enthusiast and enjoys sports such as football, basketball, soccer, boxing, ice hockey, and adventure sports. Patrick emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Scott Fitzsimmons is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Summit Financial Group Inc and Linsco/Private Ledger Corp. Outside of his advisory role, he serves as a precinct captain for the Broward Republican Executive Committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager approach.

Tristan Serrao is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Teams to understand their financial objectives and develop plans that address both current and generational needs. His professional experience includes positions at Fidelity Investments as a Workplace Planning Consultant from 2023 to 2025 and as a High Net Worth Service Associate from 2022 to 2023. Prior to that, he worked as a Financial Services Representative at Merrill Lynch from 2021 to 2022. Outside of his professional responsibilities, Tristan engages in cooking and baking, fitness activities, social events with friends, playing musical instruments, reading, and volunteering.

Mark Martorell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at LPL Financial, BMO Private Bank Wealth Management, Truist Advisory Services, and BB&T. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Martin Scheinkman is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Ic Advisory Services, Inc. and The Investment Center. In addition to his advisory role, he is involved in accounting and tax preparation through Scheinkman & Scheinkman, Certified Public Accounts, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary mandates.

Adam Kohn is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Axa Advisors, Centaurus Financial, and SJS Corporation. He serves as a trustee for family trusts, including those of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory solutions.

Tina Dearce is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following a prior role at Stifel Nicolaus & Co Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by specialized tools and analysis methods.

Robert Burie is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Bridget Platania is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.