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 at Primerica Advisors in Miami, FL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. In addition to his advisory role, he serves as president of Guillermo Olmedillo, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides 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.

Ryan Leonard is a financial advisor with LPL Enterprise in Miami, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also manages a personal LLC established for tax purposes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Fares Bendeck is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2020 and has been affiliated with Regions Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and program structures.

Jeffrey Rubens is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Raymond James & Associates since 2007. He is president and director of the Westminster Barrington Foundation, a family charitable organization established by his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles and affiliated research resources.

Kevin Dooley is a CFP®-designated financial advisor with Equitable Advisors, based in Miami, FL, and has 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. Outside of his advisory role, he is a managing member of Private Client Group, LLC, which supports his wealth management business, and he serves as a consultant to Private Client Group Integrated Solutions, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Marvin Garcia is a financial advisor with Merrill holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Bank of America and positions outside financial services in retail and educational institutions. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party management teams.

Craig Brown is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Fifth Third Bank, J.P. Morgan Securities, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and operates an affiliated insurance agency alongside trust and lending services.

Bryan E. Moskowits serves as a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has been since 2007. He leads a wealth management team with a focus on retirement and investment planning, wealth management, and client service. Bryan specializes in retirement planning and estate strategies, concentrating on retirement analysis and portfolio operations. He collaborates with clients' legal and tax advisers to develop estate and tax minimization strategies, working with clients who seek customized strategies and long-term trusted relationships. Bryan has been active in the financial services industry since 2003, including prior roles as a financial consultant with Wachovia Securities in Coral Gables, Florida, and as Head Pension Administrator at Florida Pensions, LLC in Miami, Florida. He earned a Bachelor's degree in finance with a minor in economics from Florida State University. Bryan holds the Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Planning Counselor (CRPC™) designations, as well as Series 7 and Series 66 FINRA registrations, life, health, and variable annuity licenses. Additionally, he maintains a license to assist clients with home financing and lending through Bank of America (NMLS #522233). As a qualified Portfolio Manager, Bryan helps clients pursue their objectives by building and managing personalized or defined investment strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which are managed on a discretionary basis through the firm's Investment Advisory Program. He focuses on client areas including corporate benefits, divorce transition planning, employee benefits planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Bryan has personal interests in basketball, football, music, photography, reading, running, spending time with family, swimming, traveling, and watching movies.

Luis Roque is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Raymond James Financial Services Advisors, Inc. He is also the owner of Roque Investment Strategies, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gemma Sanchez is a Series 66-licensed financial advisor with 29 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has also been associated with Wm Financial Services, Inc. since 2000. Based in Miami, FL, she operates within a large institutional firm. 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 institutional advisory operations with brokerage and investment management capabilities.

Teofilo Gonzalez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and previously with Axa Advisors, LLC for 19 years. Outside of his advisory role, Gonzalez serves as a director at Exintel, Inc., a company involved in export wholesale and health insurance commissions. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers diverse investment options while delivering ERISA fiduciary services to qualified plans.

Carolina Naranjo is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Her prior experience includes roles at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of advisory work, she serves as president of Naranjo Cardenas Group, LLC, an entity formed for Primerica business purposes, and also sells loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial services from Pershing and BNY Mellon Advisors.

Juan Papadopulos is a financial advisor with Raymond James Financial in Homestead, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015 and is also an officer and vice president at Chapman & Cardwell Capital Management, where he has been affiliated since 2013. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Sofia Aviles is a Team Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals and families navigate their unique financial journeys by connecting all aspects of their financial life to prioritize and pursue the goals that matter most to them. Sofia utilizes Merrill's wealth planning approach to assist clients in identifying and working toward their financial objectives. Her expertise includes addressing financial challenges such as retirement income planning and educational funding. Sofia is committed to understanding clients' family situations, concerns, and priorities in order to provide insight into potential opportunities and strategies. She serves as a guide and educator to clients and their families, helping them understand the planning process, market operations, and creating personalized financial strategies designed to grow and preserve wealth. Sofia holds a Master's Degree in Business Administration and a Bachelor's Degree in Business Administration from Florida International University. She is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of work, Sofia enjoys reading, playing soccer, spending time with her family, traveling, and watching movies.