Mariela Planche is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. She previously worked at Oppenheimer & Co., Inc. for five years and has held roles at MMM of Florida, American Health Associates, and 2020 Research. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Juan Briatore is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 credential and has worked within Morgan Stanley since 2015, following prior roles at UBS Financial Services, UBS International Inc., Credit Suisse Securities, and Pershing LLC. Outside of his advisory role, Briatore is involved as a member and partner in Hurricane Cloud LLC, a private investment company, and holds an administrative position with Julieta Rocotovich Corporation, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Toth is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at UBS Financial Services and multiple Raymond James entities. He also serves as the branch manager for an independent branch, Private Wealth Management of Coral Gables. 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, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and modeling to support client goals.

Jesus Cabrera is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services and AllianceBernstein L.P. Outside of his advisory role, he is involved as an owner and partner in a thermal imaging business. 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.

Joseph Torano is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Marshall is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Coral Gables, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Provenance Wealth Advisors before joining Raymond James in 2021. Outside of Raymond James, he serves as an independent contractor for Fortuna Wealth and owns Penworth Investments LLC, a financial advisory firm supporting Raymond James Financial Services Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized services including municipal and public finance advisory and SIMPLE IRA Employer Advisory & Consulting Programs.

Marcos Dajer is an Investment Consultant at Fidelity Investments, where he has been serving since 2026. He collaborates with clients to plan, invest, and manage their critical assets, focusing on developing strategies that provide confidence, clarity, and peace of mind. His role involves assisting clients in preparing for retirement and building long-term investment plans to work toward their financial goals. Prior to his current position, Marcos held several roles within Fidelity Investments including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). He also worked as a Consultant at Proline Consulting Group from 2022 to 2024 and as an Auditor at PAAST CPA between 2020 and 2021. Outside of his professional career, Marcos has interests in fitness, exploring food, football, golf, and traveling.

German Ramirez De Arellano is a financial advisor at UBS Financial Services with six years of industry experience. He has previously worked at UBS Securities LLC, Credit Suisse Securities (USA) LLC, LionGrove LLC, and Greenhill & Co., LLC. Ramirez De Arellano holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market research to tailor client plans.

Agustin Sola is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing and Grupo Supervielle. His background also includes academic roles at UNC Chapel Hill and Universidad Torcuato Di Tella. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Marcelo Quadros is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Banco Santander International, Banco Santander, and Correct Craft Holding Co LLC prior to joining J.P. Morgan Securities. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rodolfo Milani is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Milani serves on multiple nonprofit boards, including as President of Friends of UFM, which supports a university in Guatemala, and as Chairman of the Churchill Society of South Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Michael Keating is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trading.

Bernardo Waincier is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, with prior roles at Raymond James & Associates and other positions. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes applying an ESG eligibility framework and offering non-discretionary advice through a select group of Wealth Advisors.

Dan Bonsanti is a financial advisor with Primerica Advisors in Cutler Bay, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner and president of Dabon Music LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Maria Leon Valero is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, following three years at Banesco USA. J.P. Morgan Securities LLC 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 to inform its recommendations.

Carlos Arango is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Morgan Stanley in Coral Gables, FL, where he has worked across various divisions since 2011, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was with UBS Financial Services for nine years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach involves structured discovery conversations and firm-approved tools, with a range of offerings that include retail and institutional investment solutions as well as private funds and commodity-related activities.

Jorge Gamarra is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America, N.A. since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Moises Alfonso is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked with PFS Investments Inc. since 2010. Alfonso is also president of Momentum Enterprises, Inc. and serves as chairman of the board for Team Paradise, Inc., a nonprofit organization. Primerica Advisors manages 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 clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Peter Corvi is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2005 and at J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Hilda Romagosa serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of financial professionals focused on delivering a differentiated client experience and fostering a high performance work culture. Her leadership emphasizes empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Hilda's experience at Fidelity Investments spans over two decades. She held the role of Vice President and Financial Consultant from 2001 to 2021, served as an Investment Consultant between 1999 and 2001, and began her career as a Financial Representative from 1995 to 1999. Outside of her professional responsibilities, Hilda has interests in cooking and baking, fitness, and music.