Jonathan Urban is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding the Series 66 designation and two years of industry experience. His prior roles include working at myWorld America and Ricoh USA, as well as consulting positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer structure. The firm utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Herman is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at RBC Capital Markets for seven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Scott Kauffman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in leadership roles, including directing the Coral Springs office from 2004 to 2014 and the Weston, Florida office since 2014, and has been a financial advisor with Merrill Lynch since 1997. Scott leads a professional team and focuses on providing comprehensive wealth management services tailored to client needs. Scott is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Plan Fiduciary Advisor (CPFA™). His expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. He also applies his qualifications as a Portfolio Manager to build and manage personalized investment strategies for clients. A graduate of the University of South Florida, Scott is involved in mentoring and training other financial advisors and wealth management teams. Outside of his professional pursuits, he enjoys boating, hiking, skiing, traveling, and spending time with his wife and three children in Weston, Florida.

Jose Arredondo is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jordan Hatz is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 and has one year of industry experience. Prior to that, he was unemployed from 2003 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Lambert is a financial advisor with RBC Capital Markets in Miami, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he owns a holding company that occasionally charters day trips for family members. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party managers.

Daniel Stabile is a Series 66-registered advisor at Fidelity with one year of industry experience. His prior positions include roles at Insight Global, West Marine, and Haight and Ashbury. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Diana Rodriguez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. With over 24 years of experience in the financial services industry, she focuses on advising corporate executives, business owners, and retirees on retirement planning, asset preservation, tax minimization, and estate planning in collaboration with estate attorneys and tax professionals. Diana holds multiple professional designations, including Certified Investment Management Analyst (CIMA) and Retirement Accredited Financial Advisor (RAFA). She earned both her Bachelor's and Master's degrees in Accounting from Florida International University and previously worked at PricewaterhouseCoopers, LLP, where she specialized in audits within the Financial Services market. Diana is fluent in English and Spanish and emphasizes understanding clients' full financial pictures to develop strategies aligned with their personal and professional goals. Outside of her professional role, Diana is actively involved in her community, participating in charitable organizations linked to Merrill's commitment to community service. She also enjoys running, including marathons, and spending time with her family.

Carlos Massana is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Peter Millar, Civitas Institute, and the University of North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and maintains a distinctive advisory role with multiple registered investment companies.

Chris Pendrak is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform that includes financial planning and alternative product distribution.

Bradley Haring is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is involved in estate planning through an active ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment resources.

Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.

Beylli Meza is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate partnerships.

Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Brandon Cuenca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo, Bank United, and Miami-Dade Community College Wolfson Campus. 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 broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Taylor Jeziorski is a financial advisor with LPL Financial in Hollywood, FL, holding the CFA® designation and Series 66 license. He has one year of industry experience and previously worked at JPMorgan Chase from 2014 to 2023. Jeziorski is also involved with FDR Financial Group Inc., an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Catherine Murphy Leopold is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, Prudential Insurance Company of America, and Pruco Securities prior to joining Equitable Advisors. She serves as a board member of the Greater Sunrise Chamber of Commerce, is an adjunct professor at Nova Southeastern University teaching undergraduate literature and disciplinary studies, and participates on the advisory board of the Salvation Army in Fort Lauderdale. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Carlos Bonzon Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Bonzon serves as a board member of the Bonzon Family Foundation, Inc., a nonprofit focused on education and medical causes in Pinecrest, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by approved tools and serves clients through both direct engagement and corporate financial planning agreements.

Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.