Antonio Olmedo is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Banco Santander International for five years. He is also the sole proprietor of A & OLmedo Gestores de Patrimonio SL, an investment-related business based in Spain focused on real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Ligia Chan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following previous roles at Wells Fargo Clearing and HSBC Securities (USA) Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.

Adriana De Macedo Soares is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at UBS Financial Services, Banco do Brasil Securities, XP Securities, Western Union, and Bank of America. Outside of financial advising, she is involved in the restaurant and entertainment industry as a proprietor of Granata and Otalvaro LLC dba Pizza Lovers and pursues musical performances through Adriana Soares Music. 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.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Elizabeth Perez is a financial advisor at Morgan Stanley in Miami, FL, with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as a director of Cmigos Plumbing LLC, a construction-related business in Miami. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process is based on structured discovery and firm-approved tools, supporting a variety of investment and advisory offerings.

Ricardo Mendez Gutierrez is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS Financial Services since 2018 and previously held roles at UBS Asesores Mexico SA de CV and Banco JPMorgan SA de CV. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Glorimar Leon Colon is an International Wealth Advisor with Merrill Lynch Wealth Management. She joined the firm in 2010 and has over 18 years of experience in the financial services industry. In her role, Glorimar provides personalized strategies and financial guidance to high-net-worth individuals, families, family businesses, institutions, and nonprofits. She works closely with the Merrill Lynch Family Office Services Group, focusing on portfolio strategies, quantitative and performance analysis, trading, and wealth management tailored to women, Millennials, and philanthropic organizations. Glorimar earned a bachelor's degree in Finance and Economics from the University of Puerto Rico, Rio Piedras. She holds the Chartered Financial Analyst® (CFA®) designation as well as the Personal Investment Advisor (PIA) certification. Bilingual in English and Spanish, she serves clients with a global perspective. Residing in Guaynabo, Glorimar is engaged in her community through volunteering in animal rescue. Outside of work, she enjoys reading, spending time with her family, traveling, watching movies, and practicing yoga.

Jesus Valdes is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. His work history includes roles at Morgan Stanley since 2021, as well as positions at Wells Fargo Clearing, Randstad (Wells Fargo Advisors), Uber Technologies Inc., and MetroPCS. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and modeling techniques, serving clients through comprehensive financial strategies and broad retail and institutional offerings.

Jonathan Sharbani is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 65 and Series 63 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Sharbani serves on the boards of NY Virtuosi, the New York chapter of the US Indian American Chamber of Commerce, and the American Sephardi Federation, a nonprofit cultural organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Dario Occelli Junior is a financial advisor at Morgan Stanley based in Miami, FL, holding a Series 66 designation. He has held positions at JPMorgan Chase, Louis Vuitton, and Armani Exchange prior to joining Morgan Stanley in 2024. Occelli’s background includes experience across financial services and luxury brand sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Adolfo Pastori is a Series 66-licensed financial advisor with 14 years of experience, currently practicing at UBS Financial Services in Miami, FL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Michael Ramirez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work history at Wells Fargo Bank from 2010 to 2023, as well as JPMorgan Chase Bank, N.A. since 2023. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jarrett Osborn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously spent 13 years at Summit Financial Group Inc. Outside of his advisory work, he serves as president of Osborn Financial Group, Inc., which focuses on life and health insurance products, and participates in a nonprofit networking group in Hollywood, Florida. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to affiliated and third-party investment strategies.

Geovany Cruz is a financial advisor with J.P. Morgan Securities in Aventura, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. 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. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Kenrick Whyte is a Wealth Management Advisor with Merrill Lynch Wealth Management. He advises high-net-worth individuals, multi-generational families, business owners, corporate executives, and professionals with complex financial lives. Kenrick specializes in business succession and exit planning, liquidity events, wealth preservation, retirement planning, and legacy strategies. He also provides guidance to corporations and retirement plan sponsors on fiduciary best practices, plan design, participant outcomes, and retirement plan governance. Kenrick has been in the financial services industry since 1997 and established his wealth management practice in 1998. He holds a Bachelor of Science degree in Civil Engineering from Florida State University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Kenrick is a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He serves on the Board of Trustees of Saint Andrew's School and previously served on the Board of the Port Everglades Association and as Lieutenant Governor of Kiwanis International Division 23. Kenrick resides in Parkland, Florida with his wife, Karen, and their son, Hunter. Outside of work, he enjoys spending time with his family, attending youth sports events, playing tennis, fishing, and reading.

Michael Quercia is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley, TradeStation Securities, and Turk Hill Capital, as well as involvement in private business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s retirement program provides ongoing advice based on comprehensive analysis and operates within a defined investment framework that includes affiliated products and managed account offerings.