Alexander Brodsky is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has held the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors since 2018 and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by The College for Financial Planning Institutes Corp. since 2011. Additionally, he holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Alex brings experience in retirement planning, small business retirement plans, liability strategies, and life and long-term care insurance. Before joining Merrill Lynch in 1999, he owned a computer hardware distribution business in South Florida. He earned a Bachelor of Arts degree from the University of Michigan in 1994. Born in Lima, Peru, Alex moved to North Miami Beach at age 10 and graduated from Miami Country Day School in 1990. Alex lives in Weston, Florida with his wife Danielle and their two children. He is involved in the local community through coaching sports teams and enjoys traveling. Alex and his team are fluent in Spanish and English, serving a diverse client base with a focus on personalized financial strategies.

Dariel Aquino Hernandez is a financial advisor with Fidelity Investments in Miami Gardens, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fidelity in 2021, he worked at Northwestern Mutual Wealth Management and Investment Services from 2019 to 2021 and has experience with Primerica Financial Services. He is also the sole proprietor of an online sales business and co-owner of an investment and development company focused on real estate activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Robert Axelrod is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and trading activities.

Mayra Ramirez is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Adam Tzagournis is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and analytical tools to support its advisory services.

Whitney Raymond is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2012 and Bank of America since 2014. She is an owner of a family LLC, Hymes Farm, LLC, which manages her grandmother’s estate interests but is not actively involved in its operations. Merrill, alongside 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 a range of individual and institutional clients.

Ismael Gorra is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, NA prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Mark Swenson is a Series 66-licensed financial advisor with 18 years of industry experience, currently practicing at UBS Financial Services in Ft. Lauderdale, FL. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Russell Bassett is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Betty Schultze is a CFP®-certified financial advisor with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She holds Series 63 and Series 65 licenses and is based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Anna Rojas is a Series 66-credentialed financial advisor with 19 years of industry experience. She has worked at firms including Morgan Stanley, First Horizon, and RBC Capital Markets before joining LPL Financial in 2025. Outside of her advisory role, she is involved in offering investment products and services through LPL Financial under the trade name First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Humberto Lopez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is currently associated with Jpmorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of a real estate holding company, HLCB Holding LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin King is a financial advisor with Merrill based in Aventura, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill and Bank of America since 2011. Outside of his advisory role, King serves as a Trustee and Chair of the Finance Committee for Miami Country Day School, where he also sits on the alumni board. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm offers a wide range of investment strategies overseen by a central CIO and platform team, with notable integration into the Bank of America network supporting its trading and capital markets capabilities.

Judith Quinones is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Regina Collaro is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2013. Outside of her advisory role, she manages operational tasks and staff training at RLW Public Relations, Inc. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support these services and offers a broad range of advisory, brokerage, and insurance solutions.

Mickey Kozak is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Law Business Media, and UBS Financial Services. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory solutions.

Ethan Grossman is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Grossman serves on the investment committee and finance committee for Miami Homes for All and holds roles with the Temple Beth Sholom and Rabbi Gary Glickstein Foundation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm-approved methodologies.

Eileen Restrepo is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Wells Fargo Clearing. Outside of her advisory work, she has engaged in independent secret shopper activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Jaime Diaz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. Diaz also has experience at JPMorgan Chase Bank, N.A. dating back to 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.