ADVISOR BIO

Carlos Rocha is a financial advisor with over 12 years of experience in the industry. Currently, Carlos works as a registered representative at J.P. Morgan Securities LLC, where he has been employed since 2012. Before joining J.P. Morgan Securities LLC, Carlos worked as a registered representative at Chase Investment Services Corp. Carlos specializes in providing financial advice and services to individuals, businesses, and institutions. Carlos holds a Series 6, 7, and 66 licenses and is registered in Florida and New Jersey.

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ADVISOR BIO

Carlos J. Nino is a financial advisor who has been in the industry since August 26, 2013. Carlos is currently registered with Raymond James & Associates, Inc. and holds a Series 7, Series 66, and SIE license. Carlos has experience with Morgan Stanley and has worked in various roles within the financial services industry. Carlos is registered in multiple states and specializes in various financial services such as portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Carlos Ricardo has been in the financial industry since 2000. Carlos is registered with J.P. Morgan Securities LLC and has been with the firm since March 2024. Prior to joining J.P. Morgan Securities LLC, Carlos was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and ROYAL ALLIANCE ASSOCIATES, INC.. Carlos is also registered with the state of Florida. Carlos provides portfolio management for individuals and businesses, financial planning, and selection of other advisors.

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ADVISOR BIO

Carlos D. Lopez is a financial advisor with UBS Financial Services Inc. based in BOCA RATON, FL. Carlos has been working in the financial services industry since 2002 and is currently registered with FINRA and the state of Florida. Carlos specializes in providing financial planning, investment management, and pension consulting services to individuals and businesses.

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ADVISOR BIO

Carol Liversedge is an active investment advisor representative with Oppenheimer & Co. Inc. Carol has been working in the financial industry since 1994. Carol holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE licenses. Carol is registered in Florida and New York. Carol is affiliated with Oppenheimer & Co. Inc., based in Boca Raton, FL and also has a branch office located in New York, NY. Oppenheimer & Co. Inc. is a large firm with over $1 billion - $10 billion in assets under management. Carol specializes in Portfolio Management for Individuals and Businesses, as well as providing Financial Planning.

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ADVISOR BIO

Carolina Llano gonzalez is a financial advisor currently employed by Wealthspire Advisors. Carolina has been in the financial services industry since 2014. Carolina is registered with the state of Florida as an investment advisor representative. Carolina is a Certified Financial Planner™. Carolina has worked for GM Advisory Group in Boca Raton, FL and Finemark National Bank & Trust in Scottsdale, AZ.

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Carolyn Marie Pisano-jarboe has been in the financial services industry since February 18, 2000. Carolyn is currently registered with Raymond James & Associates, Inc. Carolyn has experience with Ameriprise Financial Services, Inc., Next Financial Group, Inc., Morgan Keegan & Company, Inc. and Janney Montgomery Scott LLC. Carolyn is a licensed Series 7 and SIE registered representative in the state of Florida.

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ADVISOR BIO

Carolyne Mae Nitto is a financial advisor who has been in the industry since 1995. Carolyne is currently registered with Oppenheimer & Co. Inc. in BOCA RATON, FL. She is a Series 7 and Series 63 licensed advisor and holds the SIE designation. Carolyne has also held previous positions with Financial Northeastern Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc.

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ADVISOR BIO

Carrie Prusa is a financial advisor with Baron Silver Stevens Financial Advisors, LLC. Carrie has been working in the financial industry since November 6, 2006 and is registered with the state of Florida. Carrie holds Series 66, Series 24, SIE, and Series 7 licenses and is a registered representative and investment advisor representative. At Baron Silver Stevens Financial Advisors, LLC, Carrie is also the Operations Manager / Compliance Officer. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Carrie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Cary Lieberman is an investment advisor representative at IDB Lido Wealth, LLC. Cary has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cary is a registered investment advisor in California, Florida, New Jersey, and New York. Cary offers a variety of services, including financial planning, portfolio management, and family office services.

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