Bridget Platania is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Yosef Benson is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020. Outside of his advisory role, he is involved as a sales agent in an outside insurance business and performs administrative work for G Wealth Strategies. Mass Mutual Investors Services is a broker‑dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client engagements.

Andrew Draluck is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Fidelity Investments since 2020, following prior roles at New York Community Bank and LPL Financial. He serves as a trustee for a life insurance trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Bonnie Mitten is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Scott Marshall is a financial advisor at Wells Fargo Clearing in Fort Lauderdale, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his primary advisory role, he is involved with Lincoln Financial Advisors in Fort Wayne, Indiana, serving in a trail commission capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lisa Paoli is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has worked at various firms including KM Wealth Management and Summit Financial Group, and she is also involved in multiple insurance agencies and a construction company tied to her family. In addition to financial services, she is a salesperson for a workplace timeclock company focused on addressing phantom employee issues. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers and program options.

Bridget Barry is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at Janney Montgomery Scott, Baystate Financial, and the U.S. House of Representatives. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Michael Cavallaro is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 and brings four years of experience in the financial services industry. Michael specializes in serving business owners, entrepreneurs, and families, focusing on their unique wealth management needs. He integrates corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial approaches for corporate executives. Michael holds a Bachelor's Degree from Florida State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He utilizes resources from Bank of America's banking and lending platform to develop holistic financial strategies tailored to each client's goals. His client focus areas include legacy planning, managing new wealth, personal retirement planning, and tax minimization. Outside of his professional work, Michael enjoys golfing, hiking, and skiing. He is fluent in both Spanish and English.

Mark Flynn is a financial advisor with Equitable Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and AXA Advisors from 2018 to 2020. He also has prior experience with Cooperstown All Star Village and Columbia University Athletics. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joseph Palmesano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising high-net-worth families and institutional clients since 2003. He leads a team managing over 120 client relationships and more than $900 million in client assets, focusing on retirement planning, defined contribution and benefit plan consulting, individual and corporate investment strategy, and wealth management for South Florida auto dealers and captive insurance trusts. Joe and his team emphasize developing wealth management strategies that align with clients’ complex financial goals, utilizing the analytical tools and resources available through Merrill Lynch to enhance investment outcomes. In 2025, Joe and his team were recognized on the Forbes Best-in-State Wealth Management Teams list. Before joining Merrill Lynch, Joe spent 14 years working in retirement plan consulting across the Washington, D.C., and South Florida markets, assisting business owners and executives with company retirement plan design and implementation. In 2010, he was selected by Bank of America leadership to support Commercial Bank clients with wealth management needs. Joe holds the Certified Investment Management Analyst® (CIMA®) designation, among other credentials, and is a member of the Investments & Wealth Institute™. He earned a Bachelor of Science degree from John Carroll University and completed his CIMA® education at the University of Chicago Booth School of Business. A native of Rochester, New York, Joe attended McQuaid Jesuit High School and now lives in Fort Lauderdale, Florida with his wife Michelle and their two sons. Outside of his professional work, Joe enjoys golfing, skiing, traveling, and is involved in community activities including supporting St Anthony's Friends for Education.

John Snyder is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process and offers a range of investment services, managing approximately $2.74 trillion in client assets.

Stephen Plavin is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is a partner at Kaplan, Plavin & Steinhardt, LLP, specializing in taxes and accounting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

Kevin Gray is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Fisher Investments, NFP Retirement, and Swan Global Investments. Outside of his advisory role, he is involved with Greyson Tax & Consulting, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, supported by research and model portfolios.

Matthew Dernis is a CFP® with 30 years of experience in financial advisory. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he held positions at Fortune 360 Group LLC and Investacorp Advisory Services. He is also the owner of Dernis Financial Consultants Corp and is involved in divorce planning through Divorce Litigation Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

David Menaged is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Aimark, Mass Mutual Investors Services, and MassMutual Life Insurance. Prior to his finance career, he was employed at Engler Engineering and the University of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Crabtree is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including CUNA Mutual Group and SunTrust Investment Services. Crabtree manages his practice from Davie, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Lorenna Gonzalez Ellison is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team in partnership with its financial advisors.

Katharine Taglialatela is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of her advisory role, she occasionally works event shifts as a waitress or bartender. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice and customized performance reporting, delivered through a selective group of Wealth Advisors.

Yousef Younis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Merrill and Herald Square Advisors LLC. Outside of finance, he was involved with One World One Kitchen in 2017. 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 and centralized manager due diligence. The firm incorporates an ESG eligibility framework when making investment recommendations and offers services on a non-discretionary basis.

Stephen Potter is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.