Jeffrey Wolfe is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes 12 years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates firm-approved planning tools and investment committee insights into its financial planning process.

Emilio Santiago Gonzalez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America and Wells Fargo Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Luis Guerrero is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Raymond James in 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

David Hope is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. for 17 years. He also serves as a trustee for a family trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jerry Williams is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes tenures at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Veronica Salazar is a financial advisor at UBS Financial Services with 16 years of industry experience. She previously worked at HSBC Bank (USA) N.A. for seven years before joining UBS, where she has served in two periods totaling nine years. Outside of financial services, she is involved in managing a security system distribution company focused on Latin America and is a proprietor of a tanning salon in Coral Gables. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans to clients' goals and risk tolerances.

Francisco Prida is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Jose Manuel Torres Gonzalez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at Insigneo and Fourshore Capital, and has been involved with Boston College Campus Recreation and Belen Jesuit Preparatory High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm emphasizes a structured financial planning process using firm-approved tools and serves clients through personalized planning and corporate financial planning agreements.

Wellington Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various divisions within JPMorgan Chase and J.P. Morgan Securities since 2012, based in Miami, FL. J.P. Morgan Securities LLC 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 offers services on a non-discretionary basis, with clients retaining final decision authority.

Julio Guemes is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He has been with Morgan Stanley and its related entities since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Eric Garcia Tunon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2010 and concurrently with UBS International Inc. since 2006. He serves as a member of a broker-dealer committee within a banking and financial services trade association. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Anna Demaccino is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years before joining UBS in 2025. 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 client strategies.

Charlene Guisasola is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years each. Outside of her advisory role, she is involved in life insurance brokerage and financial planning for business owners and executives through separate agencies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation model. The firm’s approach integrates internal investment research and third-party data, emphasizing tax-aware withdrawal strategies and dependable income sources.

Juan Militello is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including high-net-worth individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans using firm research and planning tools and supports both retail and institutional advisory programs.

Lester Dominguez is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and comprehensive investment offerings across retail and institutional sectors.

Luis Torres is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them pursue their short-, mid-, and long-term financial goals. Luis provides guidance on general investing, retirement planning, tax minimization, retirement income strategies, small business strategies, and family wealth management. He also connects clients with Bank of America specialists for banking, credit, lending, and small business solutions as needed. Luis holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Florida International University. Luis is fluent in English and Spanish, enabling him to serve a diverse clientele. Outside of his professional work, Luis enjoys cooking, reading, soccer, tennis, and spending time with his family.

James Duddey is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Innovation Partners LLC and Strategic Distributions PLLC. He serves as a board director and budget committee participant for the 1060 Brickell Condominium Association in Miami, FL. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Perrelli is a financial advisor with Raymond James & Associates in Hollywood, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Angela Abrascio Ramos is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services since 1990. She has been with Merrill Lynch since 2005 and is a member of a team providing wealth management strategies for high-net-worth families. Angela’s approach focuses on collaborating with clients to define their unique priorities across seven key areas: Family, Finances, Health, Home, Leisure, Work, and Giving. She specializes in areas including family wealth management, international wealth management, retirement planning, philanthropic planning, and values-based investing. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. in 2015, as well as the Personal Investment Advisor (PIA) credential. She completed an Accredited Certificate Program at Instituto Adventista de Ensino and the Chase Professional Development Program in 1998. A native of Brazil, Angela is fluent in Portuguese, English, and Spanish. In addition to her professional work, Angela volunteers as a chaperone for the Girls Varsity Volleyball Team at Miami Beach Senior High School. Her personal interests include boating, dancing, music, pickleball, table tennis, traveling, volleyball, watching movies, yoga, and spending time with her family.

Taft Rahaim is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at EdFed Credit Union, Chase Bank, and DSI Systems. Rahaim was previously a student from 2016 to 2024. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.