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.

Austin Frye is a financial advisor at LPL Financial with 36 years of industry experience. He has worked at LPL Financial since 1998 and also has longstanding experience running Frye Pension Corp and Frye Financial Center. Frye provides legal services on a limited basis outside of his advisory work. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

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.

Yosef Benson is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 credential and has worked at MassMutual Life Insurance Company and GDS Group, among other roles. Outside of his advisory work, he is involved in a life insurance agency as a sales agent and manages administrative tasks for a wealth strategies firm. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm uses technology-supported planning tools and offers a variety of event-driven and employer-sponsored planning programs.

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.

Jonathan Vasquez Pinto is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MML Investors Services, and Mutual of Omaha. Outside of his advisory work, he is involved with GMS Infinite, an interpreting service for healthcare companies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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 with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Janney Montgomery Scott and Baystate Financial, as well as a one-year term with the U.S. House of Representatives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

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.

Brian Gold is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Mark Flynn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors, LLC, and has experience with Columbia University Athletics and Cooperstown All Star Village. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s services include a range of advisory models implemented through third-party managers and proprietary programs, with a focus on matching clients to appropriate investment solutions based on their risk tolerance.

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.