Kevin Gourrier is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, pension plans, and municipalities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Gregory Phelan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Bank and Guaranteed Rate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Brian De Souza is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Coral Gables, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance while allowing them discretion over implementation.

Alvaro Gomez Mena is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Benessere Investment Group, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and advisory solutions.

Frank Del Busto is a financial advisor with Ameriprise in Doral, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily for clients who hold assets in Ameriprise-managed accounts. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Oti Roberts is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank, Deutsche Bank Securities, and DB Trust Company. Roberts serves as a board member of the Phillip and Patricia Frost Museum of Science in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial solutions.

Oscar Gonzalez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and HSBC Bank USA before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Jose Viyella is a financial advisor with Raymond James & Associates in Coral Gables, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked at Trulieve Corp. and Archstone Capital Inc. among other positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering a range of financial planning and consulting services with non-discretionary implementation.

Raffaella Capozza is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Richemont - Cartier Boutique and Tiffany & Co. from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mairelys Salazar is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. She has previously worked at Regions Bank and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Gabriel Gomez is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jorge Cisneros Rodriguez is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group and Wells Fargo Bank. He has also been self-employed and involved with Florida National University and Bianco Boutique Hotel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a range of financial products.

Margaret Starner is a CFP® with 45 years of industry experience, currently serving at Raymond James & Associates since 1980. She is based in Coral Gables, FL. Outside of her advisory role, she is a director of the John T. Macdonald Foundation, where she chairs the School Health Program, and a founder and board member of the Women's Leadership Alliance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Christian Lloreda Garraton is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and nine years of industry experience. He has worked at UBS Financial Services since 2013, including its current iteration since 2018, and spent one year at JPMorgan Securities LLC and JPMorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor solutions. The firm also provides institutional trading capabilities alongside wealth management services.

Eduardo Carreno is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016, based in Coral Gables, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and Corporate Financial Planning agreements.

Christopher Manimbo is a financial advisor at Edward Jones with 20 years of industry experience, including 17 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory role, Manimbo serves as an instructor for adult and continuing education seminars at Stamford Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jorge Claypole is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for nine years before joining UBS in 2025. 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sabine Scholz is a financial advisor at Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved tools.

Gabriel Patrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Wells Fargo Clearing and Banco Santander International. Outside of his advisory role, Patrich is involved as an owner and director in investment-related entities and non-operating investment companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Maria Frank is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 credential with 13 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and the Estate Planning Strategies Group.