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.

Jason Lieberman is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Bank of America and Merrill. Outside of his advisory work, he is involved in owning and managing rental real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of financial planning and advisory services, employing structured planning tools and various investment strategies.

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.

Gary Hettler is a financial advisor with Charles Schwab in Boca Raton, FL, holding Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing systems.

Stacie Picow is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously was employed by Royal Caribbean, LTD. from 2014 to 2017. She also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

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.

Michelle Durnil is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at Edward Jones since 2018 and previously spent 21 years at Scottrade, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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 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.

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 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.

Lee Rosen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving individual, family, and corporate clients. He brings over four decades of experience in wealth management, having launched his career in 1980 after working as an accountant. Lee focuses on crafting personalized financial strategies that address investment, liability, and legacy needs for his clients and their families. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Lee holds a Bachelor of Science degree in Accounting from Brooklyn College and an MBA from Fordham University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional recognition includes being named to Barron's "Top 1,000 Financial Advisors State by State Ranking" in 2009 and Forbes' "Best-In-State Wealth Advisors" list in 2022. Based on his personal interests, Lee enjoys playing golf, raising funds for various charities, and spending quality time with his three grown children—Adam Rosen, a product manager for websites and apps; Dr. Chelsey Rosen, a child psychologist; and Elana Gofman, a financial advisor and Lee's partner.

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.

Chase Chytraus is a CFP® with two years of industry experience, currently affiliated with Charles Schwab in Boca Raton, FL. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior experience in hospitality and public service. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through affiliated investment management. The firm’s integrated wrap fee programs provide advisory, brokerage, custody, and cash-sweep services with a multi-asset model portfolio approach.

Roy Jeffers is a financial advisor with Primerica Advisors in Coral Springs, FL. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. He has worked with PFS Investments Inc and Primerica Financial Services since 1999 and operates Jeffers Incorporated, which has been in business since 1990. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and includes discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.