Jordan Naft is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2017, also working with JPMorgan Chase Bank, N.A. since 2014. 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 integrates large institutional advisory operations with broker-dealer, investment advisory, and futures commission merchant functions.

Miroslav Dolapchiev is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on assisting high-net-worth families, business owners, physicians, and professionals with integrated wealth management strategies. His areas of expertise include portfolio management, tax-efficient investing, retirement planning, trust and estate considerations, risk management, and small business strategies. Miroslav takes a holistic approach to financial planning, collaborating closely with CPAs, attorneys, and other trusted advisors to develop coordinated strategies that align with his clients' unique goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional responsibilities, Miroslav enjoys hiking, pickleball, running, soccer, spending time with his family, and traveling. He speaks English and Bulgarian.

Christine Vergari is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Alliance Bernstein, the University of Miami, and the UNC Kenan-Flagler Executive Development program. 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 to support client decision-making.

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care products. 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, delivering collaborative planning and a range of investment and insurance solutions.

Lisette Gonzalez is a Series 66-registered financial advisor with Wells Fargo Clearing in Aventura, FL, bringing five years of industry experience. Her career includes multiple roles within Wells Fargo entities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Daniela Monnott is a financial advisor with Merrill, holding a Series 66 designation and based in Hialeah, Florida. She has one year of experience at Merrill and Bank of America, following prior roles at Regions Bank, Grove Bank and Trust, and Allison James Estates and Homes. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements. The firm offers various model-based and discretionary investment strategies, leveraging integration with Bank of America’s corporate platform.

Gina Infante is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she owns TYN LLC, a business focused on selling t-shirts online. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jose Larin Parker is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced analytical tools.

Tracy Rosenau is a financial advisor at Fidelity Investments with five years of industry experience. She has previously worked at Prosperity Capital Advisors, Thrivent Financial, Harborside Group, and Sterling Trust/Equity Institutional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Saviano is a Wealth Management Advisor and senior partner of The Saviano Group at Merrill Lynch Wealth Management. With a career beginning in 1998, he has extensive experience working with high-net-worth individuals, families, and business owners. Michael combines his background in risk management with a client-focused approach, aiming to align financial strategies with clients’ unique goals and priorities. His expertise includes retirement plan design and maintenance, investment consulting, portfolio management, and specialized planning services such as college education, divorce transition, legacy, and socially responsible investing. Michael earned a Bachelor of Business Administration in Management from Florida Atlantic University. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to provide strategic guidance in employee benefit plans and enhanced risk management for plan sponsors and participants. Outside of his professional activities, Michael is an avid golfer and resides in Boca Raton with his wife and son. He is involved in the local community as a member of the Exchange Club of Pompano Beach and volunteers with The First Tee of Broward County, a youth development organization introducing golf and its values to children.

Jack Rearden is a financial advisor at Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked with AllCampus hats and THE Ohio State University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, 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 a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by an internal committee.

Enrique Gumucio is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities, delivering non-discretionary financial planning and portfolio recommendations supported by an extensive affiliate network.

Deborah Allen Phillips is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 1985. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Fatoumata Konate is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has prior experience at Goldman Sachs and has worked in various roles across financial services and corporate sectors. Outside of her advisory role, she was involved with Love Your Menses, Inc., a nonprofit organization. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Todd Finkel is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He is also co-trustee for his father's trust and a trustee for Finkel Financial LLC’s 401(k). Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements that address various client needs, including niche areas such as business-owner transition and special-needs planning.

Paul Doherty is a financial advisor at Morgan Stanley in Aventura, FL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Leodi Sanchez Morales is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and Florida International University. Outside his advisory role, he is involved as a general partner and managing member in a clothing resale business that purchases and sells apparel. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Esther Sierens is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Ameriprise Financial Services from 2006 to 2026. Outside of her advisory role, she is an owner of Cresson San Entertainment LLC, an entertainment business, and serves on the board of directors for The Sisterhood of the Temple of Ahel Adom, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning alongside managed account programs.

Jose Edery is a Senior Financial Advisor and Senior Vice President at Edery, Sanchez & Associates, part of Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry specializing in serving ultra-high net worth clients. His expertise encompasses wealth preservation, financial planning, wealth transfer, legacy planning, and navigating both international and domestic markets. Prior to his financial career, Jose spent more than 10 years as a Sales Director for the Andean, Central America, and Caribbean regions at a multinational software corporation. Jose holds a Bachelor's degree in Computer Science Engineering and an MBA with a specialization in Finance, both from Universidad Metropolitana. He also completed an Accredited Certificate Program from Yale University. He has earned the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Jose is fluent in Spanish and English. Outside of his professional work, Jose enjoys basketball, biking, traveling, and spending time with his family. He has been married for over 20 years and is a father of three sons.

Luis Mayorga is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of his advisory work, he is a co-owner of VOJ LLC, a real estate investment entity in Florida. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and market-based modeling techniques.