Garrick Gomez is a Series 66-licensed financial advisor with over 13 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at firms including Wells Fargo, HSBC, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates a range of eligible strategies, including ESG considerations.

William Fischer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Erik Sanchez is a financial advisor with J.P. Morgan Securities in Aventura, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rachell Comunale is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and concurrently works at Bank of America, N.A. since 2018. Prior to her current roles, she worked at W Fort Lauderdale from 2016 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Savitz serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He brings 28 years of experience in financial consulting, specializing in creating personalized financial planning and investment strategies. David and his team work closely with clients to understand their unique financial situations and priorities, aiming to build long-term strategies that address their goals. His career includes progressive roles in financial services, including positions at Fidelity Investments since 2012, and earlier experience at MetLife Securities Inc., Wells Fargo Advisors, LLC, and Merrill Lynch dating back to 1998. Throughout his career, David has focused on holistic financial planning and investment management. Outside of his professional work, David enjoys attending concerts, participating in social events with friends, and engaging in recreational activities such as golf, tennis, outdoor adventures, and traveling.

Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a wide range of portfolio management styles and extensive affiliated research and advisory resources.

Carson Degen is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, where he has worked since 2026. His career includes diverse roles across industries such as design, education, and hospitality prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and third-party managers.

Dana Brown is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and supporting a range of strategy implementations.

Matthew Kenigsberg is a financial advisor at Edward Jones in Bal Harbour, FL, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Fidelity Investments from 2007 to 2024. He is the owner of Precedence Consulting LLC, a currently dormant part-time consulting business. Edward Jones is a 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 investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.

Jessica Tomei is an Investment Management Consultant I currently working at Fidelity Investments. In her role as a Planning Consultant since 2021, she collaborates closely with clients to develop financial plans, emphasizing client understanding and engagement throughout the process. Her professional experience includes positions as a Private Client Advisor at JP Morgan Chase Bank from 2020 to 2021, a Retail Trader Concierge Representative at TD Ameritrade from 2018 to 2020, and a Relationship Banker at JP Morgan Chase Bank from 2016 to 2018. Jessica's expertise spans client advisory, financial planning, and relationship management within the financial services industry. Outside of her professional responsibilities, Jessica has interests in fitness, food, traveling, volunteering, and yoga.

Janet Hibson is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2022. Before entering the financial industry, she had roles in chiropractic wellness and education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Olson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jonathan Sharbani is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank since 2009. He serves on the boards of the American Sephardi Federation, the US Indian American Chamber of Commerce New York chapter, and NY Virtuosi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services supported by structured planning tools and a global investment committee.

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at NYLIFE Securities LLC and Coastal Wealth. Outside of his advisory career, he has been involved with Hover Brothers LLC for five years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of third-party advisory models and programs, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Ramirez is a Series 66-licensed advisor with J.P. Morgan Securities in Aventura, FL, having over 15 years of industry experience. His background includes roles at Wells Fargo Bank and JPMorgan Chase Bank, in addition to his current position at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Jarrett Osborn is a financial advisor with Cetera in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Summit Financial Group, and Osborn Financial Group, where he serves as president. He is also involved with Networking Ink, Inc., a nonprofit networking group, for which he manages communications and membership dues. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors.