Wealth Management Providers

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Page 17 of 32

Professional	Firm & role	Office	Focus
JP Joshua PasahowHistorical record	Raymond James & Associates, Inc.Client Advisor, Vice President - Investments	Palm BeachFlorida	Wealth management
JG Josmeli GonzalezHistorical record	Wells Fargo Clearing Services, LLCBank Advisor	Satellite BeachFlorida	Wealth management
JC Juan Camilo Isaza SanchezHistorical record	Morgan StanleyAdvisor	MiamiFlorida	Wealth management
JM Juan Manuel CastanedaHistorical record	Merrill Lynch, Pierce, Fenner & Smith IncorporatedSenior Vice President	MiamiFlorida	Financial services
JF Judith F CasasampereHistorical record	Interactive Brokers Corp.Financial professional	West Palm BeachFlorida	Financial services
JF Judith FinnertyHistorical record	Wells Fargo Clearing Services, LLCFinancial professional	Coral SpringsFlorida	Financial services
JM Justin Michael RoemerHistorical record	Robert W. Baird & Co. IncorporatedDirector	North Palm BeachFlorida	Financial services
KL Karen Linda MauroHistorical record	Cadaret, Grant & Co., Inc.Advisor	Boca RatonFlorida	Wealth management
KE Katharina Elizabeth MuranoHistorical record	Citigroup Global Markets Inc.Investment Support Manager, Vice President	MiamiFlorida	Financial services
KP Kellie Patrice DesrosiersHistorical record	Voya Financial Advisors, Inc.Vice President - Marketing	Ponte Vedra BeachFlorida	Financial services
KG Kevin George HofmannHistorical record	Citigroup Global Markets Inc.Senior Analyst	TampaFlorida	Financial services
KW Kimberly Wheeler GoodmanHistorical record	Wells Fargo Clearing Services, LLCSenior Vice President, Wealth Advisor	Tarpon SpringsFlorida	Wealth management

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