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.

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 serving as a financial advisor with LPL Financial. His career includes long tenures at Scheinkman & Scheinkman, The Investment Center, and Ic Advisory Services, Inc. He is also involved in a certified public accounting practice focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by advanced operational and research tools.

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.

Bonnie Mitten is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her career includes positions at Citigroup Global Markets from 2000 to 2009, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and under corporate agreements.

Jonathan Vasquez Pinto is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior experience includes roles at Bank of America, MML Investors Services, MassMutual Life Insurance, and Mutual of Omaha. Outside of advising, he is involved with GMS Infinite, providing interpreting services for healthcare companies. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

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.

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.