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.

Yara Mojena is a CFP® with 26 years of experience and is affiliated with Mass Mutual Investors Services in Miami Beach, FL. She has worked in the financial services industry since 1998 and has held roles at New England Financial, MetLife Securities Inc., and Walnut Street Securities. Outside of her advisory work, she owns a freelance editing and copywriting business and provides digital services including design and photography. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and specialized planning programs, including event-driven and divorce planning services.

Kathleen Yahya is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1999 as well as Bank of America, N.A. since 2011. Outside of her advisory work, she is involved in sales of spa and makeup products through a non-investment related business. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rodrigo Taboada is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and service in the National Guard. He also worked at Block By Block from 2017 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Kayla Lipinski is a financial advisor at Wells Fargo Advisors in Ft. Lauderdale, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Ellys Frias is a financial advisor with Raymond James & Associates in Hialeah, FL, holding a Series 66 credential and 12 years of industry experience. Prior to joining Raymond James, Frias worked for nine years at Morgan Stanley Smith Barney LLC. Outside of advising, Frias operates a KDP Amazon retail store that publishes activity books for children. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services, drawing on diverse portfolio management styles and a nationwide adviser network.

Christa Pargas is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2001, alongside a tenure at Bank of America from 2018 to present. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Althea Ceasor is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously spent nine years with ADT Security Services. Outside of her advisory role, Ceasor serves as a board member for the State University of New York at Brockport, participates on a committee for the Community Foundation of Palm Beach and Martin Counties, and is a board member of the BRITE Initiative, which supports education and social services for underprivileged Haitian children. 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 tailored for individuals, high-net-worth clients, and various institutional investors.

Alexandra Frederique is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. She has extensive experience with Fidelity, having held multiple roles including Planning Consultant, Relationship Manager, and Financial Representative since 2019. Prior to joining Fidelity, Alexandra worked as a Financial Counselor at Operation Hope and as an Enrollment Advisor at VALIC Financial Advisors. Her background in non-profit and education sectors contributes to her approach in financial planning, emphasizing empathy and partnership with clients. Alexandra collaborates with families to develop financial plans that focus on emergency preparedness, protection, and growth to provide peace of mind. Outside of her professional career, Alexandra enjoys activities such as spending time at the beach, engaging in family activities, visiting museums, volunteering, and practicing yoga.

Mercedes Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Martinez holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Priscilla Pena is a financial advisor at Merrill with two years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bank of America, Western & Southern Life, and Phoenix Financial Services. Outside of her advisory role, she owns a non-investment related business focused on real estate transactions and is involved in creating and displaying art at events and fairs. 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 a range of individual and institutional clients.

Manuel Mendez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Ruben Benharrouch is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling.

Renato Castro is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Anthony Fantigrossi is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. Prior to joining Merrill Lynch, he worked at UBS and Morgan Stanley, building expertise in wealth management across a diverse client base including retirees, small business owners, professionals, and high net worth families. Anthony holds several FINRA registrations including Series 7, 66, and 3, as well as the Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC) designations. His professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Anthony is committed to connecting all aspects of his clients’ financial lives through disciplined planning, risk management, and a deep understanding of market dynamics. He works closely with individuals, families, and businesses to develop personalized financial plans aligned with their goals. Anthony earned a Bachelor's Degree from Saint John Fisher College. Outside of his professional role, he enjoys basketball, cooking, football, golfing, music, spending time with his family, and traveling.

Stephen Jurrissen is a Financial Consultant at Fidelity Investments. In his current role since 2023, he utilizes Fidelity's resources to assist clients with retirement planning, tax-efficient investing, business succession strategies, and other financial decisions aligned with their long-term objectives. He emphasizes personalized planning, ongoing reviews, and team-based support to help clients stay informed and prepared as their needs evolve. Prior to his current position, Stephen worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he served as a Financial Advisor at Edward Jones from 2014 to 2021.

Gregory Roth is a Certified Financial Planner™ with 38 years of industry experience. He is currently with Morgan Stanley in Fort Lauderdale, where he has worked since 2022. Prior to that, he spent eight years at UBS Financial Services. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Natalia Alarcon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she assists her spouse with a pizzeria business in Fort Lauderdale on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Amanda Ruiz is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity in 2025, she worked at Morgan Stanley from 2022 to 2025 and held various roles at Wells Fargo from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios across a broad range of investment vehicles.

Alexander Porter is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Govine Insurance LLC, and the University of Miami Rosenstiel School, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes a consolidated billing option called “WealthPlan,” allowing clients to combine planning with managed-account services while keeping them separate.