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 at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018. Prior to this, he was with Invest Financial Corporation for nine years and has been associated with Asset Planning Group, Inc. since 1983. Additionally, he serves as president of Insurance Creations, Inc., an insurance agency providing group health, life, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

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, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Jamie worked at Bank of NY Mellon Wealth Management from 2016 to 2018. Outside of finance, Jamie serves as an officer and secretary of Paint Smart Inc., a business involved in painting, carpentry, and renovation activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edward Gordon is a financial advisor at Morgan Stanley with 45 years of industry experience. He has held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model outcomes.

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.

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 CFP® with 26 years of industry experience, currently affiliated with LPL Financial. He has worked with Ic Advisory Services, Inc., The Investment Center, and has managed Scheinkman & Scheinkman, a CPA and tax preparation firm, since 1990. In addition to his advisory roles, he is involved in tax preparation and accounting through Scheinkman & Scheinkman, CPA, PA, and operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial services, including access to model portfolios, third-party research, and technology-driven investment solutions.

Adam Kohn is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. His other business activities include serving as a trustee for family living trusts. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 a broker-dealer, working extensively through program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Austin Frye is a financial advisor with LPL Financial in Aventura, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with LPL Financial since 1998 and has operated Frye Pension Corp since 1990 and Frye Financial Center since 1981. Outside of his advisory work, he is involved in legal services through the Law Offices of Frye, Fortich and Garcia PL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and investment management services, utilizing model portfolios, research, and technology solutions to support client investment strategies.

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.

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.

William Matykiewicz is a financial advisor with Merrill in Aventura, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Merrill since 2009. 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, pension plans, corporations, and charitable organizations.