Maria Vaillant is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2016 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Axel Yungman is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. He has worked at firms including The Prudential Insurance Company of America, Peak Trust LLC, PRUCO Securities LLC, and Contact Americas. Yungman is also involved in managing several business entities, including Nomasmass LLC, which he formed with family members to hold investments, and SANI LLC, an outsourcing firm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products via its integrated platform.

Zulay Polanco is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. She has worked with various divisions of Raymond James since 2016 and currently serves as a branch manager at Arango Capital Management, where she oversees client service and account management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Stuart Gordon is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jose Borro II is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he is a boxing and fitness instructor in Miami, teaching group classes and providing one-on-one coaching. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios and third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Javier Fagundo Diaz is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Florida Financial Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, leveraging LPL-sponsored solutions and multiple endorsed third-party managers.

Lylibeth Ortiz Ferrer is a financial advisor with Primerica Advisors in Doral, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at Primerica Financial Services, LOF Specialties LLC, Tigo Inc, and Retired Health Care System Inc/Pharmacy Associated System Inc. She is also involved in sales of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Emmanuel Munoz is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has prior work experience at Bank of America and Claims Elements, and has also worked in education at Miami Dade Public Schools, Miami Dade College, and 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorge Gutierrez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 credentials and totaling 28 years of industry experience. He has worked at Equitable Advisors since 1999. Outside of advisory services, he is involved in insurance sales through various carriers. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing 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 program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Javid Mortazavi is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual Life Insurance Company and Principal Life Insurance Company. Outside of finance, he is involved in youth sports coaching and officiating, serves as an adjunct professor at Miami Dade College, and owns a training academy focused on coaching young female athletes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm uses a hybrid advisory and brokerage model that emphasizes personalized client intake and offers both discretionary and non-discretionary investment solutions.

Orlando Botton is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. He has been associated with JPMorgan Chase Bank and JP Morgan Securities since 2013 and previously managed his own investment-related entities. Outside of his advisory work, he is involved in real estate investments and manages several LLCs, including The Botton Holdings LLC and 10228 LLC, alongside his wife. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rodolfo Muniz Jr. is a CFP® professional with 19 years of experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Miami, FL. J.P. Morgan Securities LLC 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 delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Michael Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Northwestern Mutual, Massachusetts Mutual, and Prudential, spanning over 17 years prior to joining LPL in 2024. Kane is also involved in health insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisory programs with active financial product sales.

Maria Fernandez is a financial advisor with Ameriprise in Miami, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked at the University of Miami and Rick Case Volkswagen. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Cairo Rivera is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including time under the Axa Advisors, LLC name. Rivera serves as a board member of the Center for Financial Training (CFT). Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Alfredo Collazo is a Series 66-licensed financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he owns a rental property in San Juan, Puerto Rico. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Shannon Sulewski is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2013 to 2024. She is based in Miami, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs, combining advisory solutions with brokerage and insurance products on an integrated platform.

Christine Quinones Spurling is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been associated with Raymond James Financial and its related entities since 2008 and is the owner of CQS Finance Corporation, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Helmis Alvarez Cardenas is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A. from 2026 to present. His background also includes roles outside the financial industry, including work at Accessory Express Inc and teaching positions at Miami Dade College, Florida International University, Thomas University, and G Holmes Braddock Sr High School. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Mcnair is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she is a manager and partner at QUP, LLC, a gift shop and merchandise business in Nevada. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with trading and custody services managed by BNY Mellon Advisors and Pershing.