ADVISOR BIO

Karonia Ronnette Aaron is a registered representative with Charles Schwab & CO., Inc. Karonia has been in the financial services industry since December 2022 and is currently licensed with FINRA. Karonia is located in Orlando, Florida and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

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Ashley A Abraham is an investment advisor representative for Wells Fargo Clearing Services, LLC. Ashley has been in the securities industry since 2012 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Ashley is registered in multiple states and holds several securities licenses. Ashley is also a licensed insurance agent and has a background in business consulting.

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Erik Abraham is a financial advisor currently registered with Pruco Securities, LLC. Erik has over 18 years of experience in the financial services industry. Erik has been working in the financial industry since April 2005, and has experience working for Allianz Life Financial Services, LLC, Emerson Equity LLC, and Fidelity Investments. Erik is registered with the state of Florida as both a Broker Dealer and an Investment Advisor Representative. Erik holds several securities licenses including Series 7, 6, 63, and 66. Erik focuses on providing investment advice to individuals, corporations and high net worth individuals. Erik's primary areas of focus are retirement planning, college planning, and estate planning.

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ADVISOR BIO

Rebecca Abramo is a financial advisor with J.P. Morgan Securities LLC. Rebecca has been in the financial services industry since December 31, 2019, and specializes in offering investment advice to individuals, corporations, and charitable organizations. Rebecca has a Series 63, Series 6TO, and SIE license and is registered with FINRA and the state of California, Connecticut, Florida, New Jersey, and New York. Prior to joining J.P. Morgan Securities LLC, Rebecca worked at WELLS FARGO CLEARING SERVICES, LLC.

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Edilberto Abreu is a registered representative with J.P. Morgan Securities LLC. Edilberto has been in the financial industry since April 20, 2021. Edilberto is licensed in Florida. He holds Series 6TO and SIE licenses.

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Michael Ackerman is a financial advisor with over 10 years of experience in the industry. Michael Ackerman currently works with 55 North Private Wealth in Orlando, FL. Michael Ackerman is registered with the state of Florida and Texas. Michael Ackerman holds the Securities Industry Essentials Examination (SIE) certification. Michael Ackerman specializes in financial planning, selection of other advisers, and portfolio management for individuals.

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Kevin Adam is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative in Florida and Texas. Kevin has been in the financial industry since 2017. Kevin holds the Series 7, Series 66 and SIE exams. Kevin has experience working with a variety of clients, including individuals, businesses, and institutions. He specializes in providing investment advice, financial planning, and retirement planning. Kevin is also a member of the Bank of America, N.A. He is dedicated to providing his clients with personalized financial advice that meets their unique needs.

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Crystal Adames alejandre is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Crystal has been working in the financial services industry since 2007, holding various roles within the Bank of America and Northwestern Mutual. She is a registered representative in several states including Florida, Texas, Alabama, Connecticut, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Puerto Rico, and more. Crystal has a strong commitment to providing financial advice and helping individuals and businesses reach their financial goals.

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Ann Kelly Adams is a financial advisor in Orlando, Florida. Ann has been in the industry since 2000 and is registered with Morgan Stanley. Prior to joining Morgan Stanley, Ann was a financial advisor at VALIC Financial Advisors, Inc. Ann is a Certified Financial Planner. Ann holds Series 63, 65, 7, and 62 licenses. Ann also holds the SIE exam. Ann has experience in providing financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities and other investment advisors. Ann is a member of the Orange County Toastmasters Club.

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Jason Adams is a financial advisor with Tripletail Wealth Management, based in Orlando, Florida. Jason has been in the industry since 2009 and holds the Series 7, Series 66 and SIE licenses. Jason has a strong background in financial planning, estate planning, and portfolio management for individuals and businesses. Jason is a Certified Financial Planner and has a proven track record of helping clients achieve their financial goals.

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