Whitney Raymond is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Merrill since 2012 and concurrently with Bank of America since 2014. Raymond is a minority owner in a family LLC related to her grandmother’s estate but is not actively involved in its management. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries by offering model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Ismael Gorra is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2023. Prior to that, he spent several years at JP Morgan in various roles across JP Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans 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 financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and First Horizon. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and technology-driven strategies.

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 Wealth Management Advisor with the Schwartz LaPorta Group at Merrill Lynch Wealth Management. In his role, he serves as a relationship-builder and wealth planner, providing holistic wealth management plans tailored to each client's unique financial situation through a fiduciary-minded approach. Kevin focuses on helping clients prioritize and pursue their financial goals by understanding their risk tolerance, time horizon, and liquidity needs, and constructing transparent financial strategies aimed at achieving those life objectives. Kevin's practice emphasizes customization, tax efficiency, access to a wide range of firm resources, management of concentrated equity positions, philanthropic giving, and intergenerational planning. His client focus areas include executive compensation, equity compensation services, defined benefit plans, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. With his background, Kevin connects all aspects of clients' lives to deliver comprehensive wealth management solutions. Originally from Cincinnati, Ohio, Kevin holds a Bachelor's Degree from DePauw University in Greencastle, Indiana. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional duties, Kevin enjoys spending time with family and friends, participating in sports such as basketball, football, and golfing around Chicagoland, attending concerts, skiing, and traveling. He is active in the community, mentoring students from inner-city Chicago schools through Big Shoulders Fund and participating in fundraising events with the Young Professionals Board for the American Cancer Society.

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.

Mark Levin is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2010 and also provides investment advisory services through Global Retirement Partners, LLC. Outside of his advisory roles, Levin owns an insurance agency that sells group insurance products to small businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from multiple sources.

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.

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.

Robert Friedman is a financial advisor with Edward Jones in Lighthouse Point, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as secretary for the Exchange Club of Pompano Beach and has been involved in music-related activities, including CD sales and songwriting royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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.

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.

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.