Jason Tabares is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup, Bank of America, and Merrill. Outside of advising, he is a passive investor in a restaurant business through CPB Consulting Group, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

David Garcia is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Liliana Riverol is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Based in Coral Gables, FL, she serves clients through one of the largest financial institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Parker III is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Luis Bermudez Rosas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017 and previously at Banesco USA from 2015 to 2017. Outside of his advisory role, he serves as a board member of Bero Investment Group Inc., a family company involved in real estate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Sergio Akselrad is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 36 years of industry experience. He previously worked at Goldman, Sachs & Co. for 28 years before joining J.P. Morgan Bank and J.P. Morgan Securities in 2018. Outside of his advisory role, he owns a family property in Key Largo, Florida held through a single-member LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering access to a diverse range of products and strategies while delivering services on a non-discretionary basis.

Marianela Del Valle is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS in various capacities since 2006, including roles at UBS International and UBS AG. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a comprehensive platform of capital markets and custody solutions.

Emilio Santiago Gonzalez is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Wells Fargo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Luis Guerrero is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for nine years before joining his current firm. 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, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

David Hope is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Sagepoint Financial, Inc. since 2009. Additionally, he 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. The firm provides a range of brokerage and advisory services and utilizes various asset-allocation and portfolio management tools to support client investment needs.

Veronica Salazar is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 16 years of industry experience. She has worked previously at HSBC Bank (USA) N.A. for seven years and has had two separate tenures with UBS Financial Services since 2017. Outside of advising, she is a proprietor and owner involved in the management of a security systems distribution company serving Latin America and a tanning salon business in Miami Dade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven portfolio management tailored to client goals.

Francisco Prida is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

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 with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked extensively within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of product types, including security-based swaps and futures.

Amanda Montesino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Sephora and bebe. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC, where he worked for over a decade. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Matthew Perrelli is a financial advisor with Raymond James & Associates in Coral Gables, FL. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Raymond James & Associates. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carlos Saitcevsky Guerrero is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Citigroup Global Markets, Wells Fargo Advisors, and Intercam Advisors. Outside of his advisory work, he is involved in holistic life coaching focused on personal growth with a spiritual component. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.