Jordan Naft is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and concurrently associated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process integrates quantitative and qualitative due diligence, including ESG eligibility considerations, supported by affiliates for implementation and portfolio services.

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 at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Alliance Bernstein, the University of Miami, and UNC Kenyan-Flagler Executive Development. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

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–licensed financial advisor with six years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, including a two-year period at Morgan Stanley between 2019 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gina Infante is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011. Outside of her advisory work, she owns TYN LLC, a business focused on selling t-shirts online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jose Larin Parker is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 designation and 18 years of industry experience. His previous work includes roles at Wells Fargo Clearing and Morgan Stanley Smith Barney. He has been with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytics such as Monte Carlo simulations, with a broad range of investment and planning services.

John Rogge is a financial advisor at Merrill with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Merrill since 1970 and has been with Bank of America, N.A. since 2016. He serves as Co-Trustee of the K P. R Trust in Boca Raton, Florida. Merrill, along 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 plans, corporations, and charitable organizations.

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.

Max Goliger is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Freedom Mortgage Corporation, Equitable Advisors, Axa Advisors, and involvement with Positive Recovery Solutions, LLC. Outside of his advisory role, he is engaged in e-commerce, listing and selling products on eBay and Shopify. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains oversight controls and formal governance procedures in its offerings.

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.

Deborah Allen Phillips is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1985. 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 and services individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Hill is a financial advisor at Osaic Wealth with 12 years of industry experience and holds a Series 66 designation. His prior experience includes roles at SagePoint Financial, Madison Avenue Securities, and several Global Wealth entities. In addition to his advisory work, he is involved in selling fixed insurance products such as life, long-term care, health, and fixed annuities through Creative Financial Network. Osaic Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of programs including comprehensive financial planning and third-party money manager options.

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Neil Greenberg is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Investacorp Advisory Services, and Wamu Investments. He is also president of Liberty United Financial Inc., an insurance sales business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supported by proprietary tools and third-party managers.

Donald Tynion II is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a member of the board of directors for the Catherine M. Walsh Foundation, which distributes funds to charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Fatoumata Konate is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at Goldman Sachs for four years and was involved with Love Your Menses, Inc. from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Todd Finkel is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He also serves as a co-trustee for his father's trust and significant other’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and planning tools, allowing tailored financial recommendations delivered through meetings and summary letters.

Paul Doherty is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client implementation and ongoing updates.