Maria Traina is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she operates a sole proprietorship as a real estate agent for transactions involving herself and her immediate family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Null is a Series 66-licensed financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities in Miami, FL. His career includes roles at J.P. Morgan Chase Bank, Park Avenue Securities, and Guardian Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and may incorporate an ESG eligibility framework.

Maria Chiang is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Her background also includes entrepreneurial experience with Puerto Viejo Wines LLC and a period at Florida International University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Manuel De La Maza is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Prior to joining LPL Financial in 2021, he held several investment-related roles, including involvement with insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a broad array of advisory and brokerage services, utilizing a variety of investment strategies and operational tools.

Francisco Rodriguez Ledezma is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. He serves as a board member of Agent Reinsurance Company since 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Luca Pretini is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he worked at O'Reilly Auto Parts and completed his education at the University of Central Florida. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Rasikaran Boaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as a director of the South Carillon Beach Condominium Association in Miami Beach. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

Adam Weirich is a CFP® and CFA® with 28 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Signator Investors, Inc. He serves as Vice President of the Gifford Place Condominium Association and is involved as a managing partner and principal in several private client groups and consulting ventures. Additionally, he holds a board position with the Equitable Agents Reinsurance Company and participates in life settlement transactions through an approved broker. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and uses third-party asset managers and advisory programs to implement diversified investment solutions.

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Florida Power and Light and Publix Super Markets, and spent seven years at Belen Jesuit Preparatory School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party managed programs and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Lester Noisom is a CFP® with 30 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Wells Fargo Clearing and Raymond James & Associates. He is also the owner and president of Noisom & Steigerwald Wealth Services, a support company based in Miami, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Barry Brosius is a financial advisor with Ameriprise in Miami, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business that handles shared office expenses for himself and other Ameriprise advisors. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Juan Carlos Espinal is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Alfonso Jimenez is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2001 and joined Merrill Lynch in 2011. Alfonso holds FINRA Series 7 and 66 registrations as well as the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor, enabling him to recommend individual or combined investment strategies from Merrill or approved third-party managers. Alfonso’s approach to wealth management focuses on understanding each client’s family, financial situation, and priorities to create customized plans that adapt as needs and market conditions evolve. His client focus areas include education planning, family wealth management strategies, managing new wealth, and retirement income. Before his career in financial advising, Alfonso worked in residential mortgage financing. He earned a Bachelor's degree from Florida State University. Committed to community involvement, Alfonso serves on the Finance Committee at St. Hugh Catholic Church and School, participates in Habitat for Humanity, and engages in local parish ministries. Originally from Florida, he resides in Coral Gables with his wife and two sons.

Van Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Raymond James in various capacities since 2012 and is also involved with BNI Synergy. Outside of his advisory role, Martin manages operations for The Gables Legacy Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and employs risk profiling and analytical tools to tailor recommendations that clients can implement through its advisory programs or other providers.

Abel Guerrero is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. He previously worked at Professional Airlines Services for LATAM Airlines from 2014 to 2020 and has been with Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Juan Sotelo Bustamante is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Intermex Wire Transfer, Bancolombia Capital, and Cibest Capital Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs to tailor investment solutions based on client information and risk tolerance.

Kira Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Bielfield Moskowits Group. She holds a Bachelor's degree from the University of Miami and an MBA in Finance and Strategy from Vanderbilt University. Kira is a second-generation advisor and possesses professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She also holds FINRA Series 7 and Series 66 registrations. Her expertise encompasses a range of client focus areas such as college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, and retirement income strategies, with a special emphasis on women and wealth. Kira works closely with clients to develop personalized financial strategies to help them build wealth, create lifetime income streams, and navigate stock market volatility. Outside of her professional role, Kira enjoys gardening, music, swimming, and spending time with her family. She approaches her work with the philosophy of collaborating one-on-one with clients to pursue their long-term financial goals and objectives.

Guillermo Olmedillo is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and with 25 years of industry experience. He has been with Primerica Advisors since 2001 and also has a background with Primerica Financial Services dating back to 2000. Outside of advisory work, he is president of Guillermo Olmedillo, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-based investment strategies with support from third-party asset managers and focuses on delivering advisory services through a large network of financial advisors.

Jorge Perez is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 14 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Christopher Ortiz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James & Associates, UBS Financial Services, and Bank of America. Ortiz has also been involved in healthcare and educational organizations such as The Orthopedic Institute, University of Florida, and Gainesville Juniors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing both internal and third-party managers.