Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lucy Hernandez Bazalar is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she owns and oversees a medical center, Lulia Med Spa, located in Lima, Peru, and has authored a book available on multiple platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Gayle Waldon is a financial advisor with Fidelity, holding the Series 63, Series 65, and Series 66 designations and possessing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. She is currently based in Ft. Lauderdale, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in fund advisory, and deployment of AI in its investment process.

Michael Fortuna is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment outlook models.

Andrew Friedman is a CFP® with 29 years of industry experience, currently affiliated with Morgan Stanley in Coral Springs, FL. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Rui Forcada is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Deutsche Bank Trust Co, HSBC, and DB USA Core Corporation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tamir Levi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to his current roles, he spent two years at Yeshiva BeisMordechai and briefly at Weinrebs Judaica. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Carlee Ballard is a Series 66-licensed financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL. She has one year of industry experience and previously worked at UBS Financial Services, JPMorgan Chase Bank, N.A., and in educational roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Elsie Metzl is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee of a trust established for a family friend's minor daughter. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model potential outcomes for clients.

Marc Infante is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and HSBC Securities (USA) Inc. He serves on the boards of BrOWARD 211 and the Boys and Girls Club of Broward County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning with a non-discretionary implementation approach.

David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

Carlos Rocha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Andrew Lerner is a CFP®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has worked at Ameriprise since 2025 and previously spent 11 years at Oppenheimer. Outside of his advisory role, he is a co-owner of Grupo de Pacifico LLC, an LLC involved in private company and real estate investments. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, 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 recommendations through a centralized consulting team.

Itiel Ginzburg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at several firms such as MassMutual Life Insurance Co, New York Life, and Global X Management Company LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Anthony Dominguez is a financial advisor with Merrill and holds a Series 66 credential. He has 12 years of industry experience, including roles at Bank of America since 2016. Outside of his advisory work, he is the managing member of a joint venture focused on building houseboats for vacation rentals. 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 for individuals, high-net-worth clients, and institutional investors.

David Zimmer is a Financial Advisor at Merrill Lynch Wealth Management. He advises high-net-worth individuals, business owners, corporate executives, and multi-generational families on investment management, retirement planning, estate planning services, and wealth transfer strategies. His practice focuses on addressing the financial complexities associated with asset accumulation, business ownership, liquidity events, and intergenerational wealth planning. David works closely with clients to develop customized strategies aligned with their long-term goals and evolving financial needs. He also specializes in areas such as divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, and portfolio management services. Prior to Merrill Lynch, he worked with an alternative investment manager specializing in private market investments across multiple asset classes. He holds a Bachelor's Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. David lives in Fairfield County with his wife, Heather, and their two children. His personal interests include baseball, golfing, reading, and traveling.

Carolyn Asencio is a Series 66 licensed financial advisor with UBS Financial Services, where she has worked since 2015. She has 14 years of industry experience and serves clients from Ft. Lauderdale, FL. She is a member of the board of directors for SOS Children's Villages - Florida, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research to tailor advice to clients’ goals and risk tolerances.

Les Campbell is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked for Herbert J. Sims & Co., Inc. for 21 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Campbell serves as a board member and treasurer for LifeNet4Families, a health and welfare organization, and acts as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Claudia Palombo is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 credential and 25 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.