Rocky Kassim is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Scott Edelman is a financial advisor with OSAIC based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes roles at Signator Investors, Inc. and John Hancock Life Insurance Company from 2004 to 2018. Edelman is also president of several related businesses, including Edelman Wealth Management Group Inc. and Edelman Insurance Management LLC, which involve insurance brokerage and wealth management services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various portfolio construction tools across multiple asset classes, supporting discretionary and non-discretionary management and third-party investment solutions.

Ana Maimon is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates offers financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2020 and previously with Kestra Financial Services, Inc. and FDR Group, Inc., where he has been active since 1982. In addition to his advisory work, he is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Gabriel Dias is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. His background also includes positions at Sprint, Lockheed Martin, and the University of Central Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Kruss is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Burwick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as power of attorney for his father in matters related to investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Raines is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealthvest, ProEquities, Inc., Protective Life, and Sammons Financial Network. Outside of advising, he is involved as an agent selling fixed annuities through related business entities in Hollywood, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, and supports both discretionary and non-discretionary management approaches.

Alfredo Aguirre is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career in 1998 and has been with Merrill since 2006, bringing experience from his earlier work as an engineer managing large construction projects. Alfredo works closely with clients, many of whom are business owners and executives, to address the complexities of their financial lives by coordinating with their existing professionals and considering the needs of their families across generations. He holds a Bachelor's degree from the University of Florida and carries several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alfredo is fluent in English and Spanish, and he participates in professional organizations such as the Weston Rotary and the Greater Fort Lauderdale Chamber of Commerce. Alfredo is actively involved in his community, serving on the boards of the Broward Education Foundation and Junior Achievement. He has held leadership roles with Children's Home Society and the Broward Barracudas, and he contributes to various Rotary committees and youth coaching. His personal interests include adventure sports like biking, hiking, and rock climbing, as well as spending time with his family.

Dafna Klein is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Catherine Botero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2016. Outside of her advisory role, she is a partner in HLCB Holdings LLC, an entity involved in managing rental income from property and vehicle leasing activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Karlen serves as the Senior Resident Director at Merrill Lynch Wealth Management’s Plantation, Florida office. He has been with Merrill Lynch since 1992 and oversees a team of 16 financial advisors. In his role as a Wealth Management Advisor, Scott provides financial strategies, advice, and guidance to successful individuals and business owners. He applies a goals-based wealth management approach, taking into account clients’ current situations, future objectives, and concerns to create customized strategies aimed at achieving their personal and financial goals. Scott’s expertise includes college education planning, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, retirement income, and women and wealth. He follows a disciplined wealth management process grounded in time-tested investment principles while adapting to changing economic conditions. Additionally, he manages wealth strategies such as asset allocation, risk and performance measurement, investment objectives, and due diligence. Scott holds a Bachelor's Degree from Nova Southeastern University and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of his professional responsibilities, Scott is engaged in his community and has previously served as president of Congregation Kol Tikvah in Parkland, Florida, as well as a board member for Hispanic Unity of Florida. He resides in East Fort Lauderdale with his family and enjoys golfing, basketball, football, music, reading, soccer, traveling, and watching movies.

Brian Pecker is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior work includes roles at Avantax Advisory Services and Prager Metis CPAs LLC. Outside of advisory services, he is a partner at Shine & Company LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated third-party managers.

John Dunn is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Giliane Cannavo is a financial advisor with Morgan Stanley in Plantation, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Knierim is a CFP® with 29 years of experience in the financial services industry. He currently works at OSAIC and has previously held roles at Securities America Advisors, Inc. and Investacorp Advisory Services. He is also president of JTS Investment Strategies, Inc., a conduit company used for his securities business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Chris Garvin is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Painewebber Incorporated since 1991. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Derrick Munroe is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding a Series 63 designation and 24 years of industry experience. He has been with UBS since 2013. Munroe serves as the treasurer and is a member of the executive team for Jamaican Men of Florida, a charity focused on mental health and support for men of Jamaican descent in the diaspora. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Justin Horne is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant and various levels of Workplace Planning Consultant. Justin's expertise includes investment planning, insurance, estate planning considerations, and tax-efficient investing. He focuses on providing personalized investment guidance, risk management strategies, and comprehensive financial planning to help individuals and families achieve their financial goals. He holds a California Insurance License. Outside of his professional work, Justin enjoys golf, playing instruments, skiing, surfing, and traveling.

Jeffrey Cole is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.