Mickey Kozak is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors and UBS Financial Services. Outside of his advisory roles, his background includes involvement with Law Business Media and community activities such as Greenknoll YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Thomas Malkasian is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in the property and casualty insurance business through Thomas Malkasian Insurance Agency, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

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 bringing 24 years of industry experience. She previously worked at CUNA Mutual Group and CUNA Brokerage Services, Inc. from 2015 to 2022. Outside of her advisory role, she works as an independent secret shopper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, with access to model portfolios and research support.

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 with Merrill, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Merrill since 1999 and has been associated with Bank of America, N.A. since 2011. Outside of her advisory role, she is involved in the sales of spa and makeup products through a separate business. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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, holding a Series 66 designation and over 12 years of industry experience. Prior to joining Raymond James, Frias spent nine years at Morgan Stanley Smith Barney LLC. Outside of advising, Frias owns and operates a KDP Amazon retail store that publishes children's activity books. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice through a non-discretionary model with integrated custody and product sourcing services.

Samuel Morady is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Lyft and Waste Cost Solutions. Outside of advising, he is involved in music as an artist and musician and hosts radio, TV, and podcast content through Sam Morady Finance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and various investment products through an integrated platform combining advisory and brokerage services.

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 role at Bank of America since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad range of products and services beyond typical investment management.

Althea Ceasor is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2017 and previously spent nine years at ADT Security Services. Ceasor serves on the board of the State University of New York at Brockport and is involved with the Community Foundation of Palm Beach and Martin Counties and the BRITE Initiative, which supports underprivileged Haitian children. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Bank of America, Western & Southern Life, and Phoenix Financial Services. Outside of financial advising, Ms. Pena owns a non-investment related real estate business and is involved in creating and displaying art at events and fairs. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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.