Miguel Rodriguez Jr. is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds a Series 66 designation and previously worked seven years at Wells Fargo Advisors. His background includes roles at Wells Fargo Bank and JPMorgan Chase Bank, N.A. 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 to support its recommendations.

Darrell Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that are adaptable to changing market conditions. Darrell integrates the investment insights of Merrill with the banking and lending solutions of Bank of America to help clients pursue their financial goals. He holds professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Darrell earned a Bachelor's Degree from Regis University and holds Master's Degrees from Governors State University and Texas A&M University System. Committed to building strong client relationships, he applies his knowledge and experience to assist individuals and families in making important financial decisions. Darrell supports the tradition of community involvement upheld by Merrill and dedicates time to volunteering with local organizations.

Jeffrey Blum is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Florida Bar Grievance Committee and provides expert witness testimony. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Ian Scharf is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he lectures to undergraduate students in marketing at the University of Miami. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary advisory models and supports ERISA fiduciary services for qualified plans.

Felipe Loboguerrero is a financial advisor at UBS Financial Services with 22 years of industry experience. He has held roles at HSBC Securities (USA) Inc. and HSBC Bank USA prior to joining UBS in 2017. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and custody solutions.

Christine Yormack is a financial advisor with Merrill in Coral Gables, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Merrill since 2012, including its affiliation with Bank of America Securities in 2019. Outside of her advisory role, she participates in nonprofit organizations such as Friends of the IDF, where she is a senior board member with a titular role as treasurer, and is active in local community groups including a preschool PTA and a scouting committee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Nicholas Simmons is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been focusing on all aspects of wealth management since 2014. He works with individuals, families, and businesses to help grow, preserve, and pass along their assets. Nick is a qualified Portfolio Manager who provides traditional advice and guidance and builds and manages personalized or defined investment strategies, which may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. He may also manage these strategies on a discretionary basis through the Firm’s Investment Advisory Program. Nicholas holds several professional designations including the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of Business, the Certified Plan Fiduciary Advisor (CPFA) credential, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Florida International University. His client focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of work, Nicholas's interests include baseball, football, golfing, and skiing.

Freddy Menjivar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Deutsche Bank affiliates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses in its advisory process.

Gabriel Vasquez is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Co., and Principal Life Insurance Company. Prior to joining Ameriprise, he operated GV Aspirated LLC for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual advice focused on retirement income planning, employing a research-driven approach and tax-aware withdrawal strategies.

Emanuele Gulino Jr. is a financial advisor with OSAIC in South Miami, FL, with 25 years of industry experience. He has held roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. In addition to his advisory work, Gulino is involved in tax preparation, real estate brokerage, mortgage loan origination, and property management through various business activities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering brokerage and investment advisory services along with financial planning, retirement consulting, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessment, and automated portfolio rebalancing, managing accounts on discretionary and non-discretionary bases to accommodate client investment preferences.

Alina Leganoa is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Marisol Colomer is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including discretionary and non-discretionary portfolio management, fee-based financial planning, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Gissell Vidal is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2010. J.P. Morgan Securities 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.

Bruno Mariano is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has worked with UBS International since 2005 and UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its advisory approach.

Rafael Roca III is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Life Insurance Company. Outside of advisory work, he is also licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and property and casualty insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools to analyze client goals and deliver written recommendations.

Pearce Klevan is a Senior Resident Director at Merrill, currently leading the Miami at the Falls office. He also serves as a Financial Advisor and co-founder of Brunk, Klevan & Associates. In his role, Pearce manages a team of financial professionals and provides leadership, mentorship, and culture development within the office. He works closely with clients, particularly business owners, corporate executives, and high‑net‑worth families, to develop personalized financial strategies aimed at achieving long-term objectives. With over two decades of experience, Pearce's expertise encompasses a range of areas including family wealth management, portfolio management, retirement income planning, liquidity management, and small business strategies. His approach emphasizes comprehensive financial planning that takes into account balance sheets, cash flow, and decision-making tradeoffs. He holds several professional designations such as Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Pearce earned his bachelor's degree from Emory University and a master's degree from Dublin Institute of Technology. Born in Dublin, Ireland, he spent his early years in Buenos Aires, Montevideo, and Tokyo before settling in Miami. Outside of his professional pursuits, Pearce is involved in community organizations including Kendall United Methodist Church, Monica Burguera Foundation, Ransom Everglades High School, and Westminster Christian School. He is also a member of the Coral Reef Yacht Club. Pearce resides in Palmetto Bay with his wife and three children.

Justin Smith is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC since 2022 and has prior experience in both financial and pharmaceutical sectors. Outside of advising, he is the sole proprietor and officer of BridgePass Inc., a technology company based in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Laureano Bello is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at Wells Fargo Clearing and Banco Santander International. Bello is the owner of LULESKU LLC, a personal holding company established to manage his investment accounts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment management. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Roger Ojopi is a financial advisor with UBS Financial Services Inc. in Coral Gables, FL. He holds the Series 66 designation and has 20 years of industry experience, including 13 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Roman Meyerhans is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2016 to 2023. He has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.