Adam Thebeau is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Florida Financial Advisors, Trinity Wealth Securities, LLC, and Lincoln Capital. He also spent four years affiliated with the University of Nebraska Lincoln before entering the financial sector. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Francisco Olazabal is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that utilize structured discovery processes and various modeling tools to help clients develop tailored financial plans.

Tracy Kramer is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding CFP®, Series 65, and Series 63 designations and over two years of industry experience. Prior to joining Raymond James, Kramer worked at Stifel, NewEdge Wealth & UBS, and Mastercard Worldwide, among other roles. She is also the owner of Platinum Consulting Group, Inc., a business consulting firm. Raymond James & Associates is a large brokerage and investment advisory firm serving individual, institutional, and municipal clients. The firm offers a range of financial planning and consulting services, including non-discretionary investment guidance and municipal advisory services, supported by extensive research and multiple portfolio management strategies.

Gabriela Sardi is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs for individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Juan Mijares is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked with various Wells Fargo entities since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he holds partial ownership in two bakery businesses in Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anyi Ferrer Castro is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at Amerant Investments, Amerant Bank, and Amazon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Pietro Possenti is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with prior experience at Precetti Inc and Tufts University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Kimberly Clark Schweitzer is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2013. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Judith Pantoja is a Series 66 licensed financial advisor with Morgan Stanley, based in Coral Gables, FL, with 31 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she has served on the board of directors for the Rotary Club of Coral Gables and is a managing member of Protogenia Enterprises LLC, a consulting business. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers various investment strategies alongside its advisory services.

Jason Goldstrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole owner of a Florida-based investment LLC, State of the World, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.

Yasmany Baldriche is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, SunTrust Bank, and Firstbank FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Roy Perez is a financial advisor with Mass Mutual Investors Services in Pinecrest, FL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Perez owns and operates a lead generation company that produces fixed insurance and non-financial service leads. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools and offers additional event-driven planning services such as divorce and estate settlement planning.

Erik Cornejo Ibarra is a financial advisor with Fidelity in Coral Gables, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, U.S. Bank, and Washington Federal Bank. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Marco Rodriguez is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes positions at Bank of America and Wells Fargo. 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.

Joel Bambino is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aldo Busot is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Outside of his advisory role, he serves as Vice President and Secretary of Angela Court Inc., a real estate business, and is Chairman of the Board and Investment Committee for the Dr. John T. MacDonald Foundation. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer offering a broad range of financial planning and investment services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and risk modeling tools and offers various advisory programs, including those tailored through corporate agreements.

Ashton Medina is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Synovus Bank, Synovus Securities, and Wells Fargo Bank. Medina is the owner of Medina Wealth Management Services, LLC, an entity established for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Francisco Gonzalez Learra is an International Wealth Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized investment advice and wealth management services to a diverse client base. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's degree from the University of Miami.

Miguel Llanos is a financial advisor with Wells Fargo Clearing in Weston, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors LLC. 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 advice. The firm’s approach is based on investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Esperanza Ponce is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Truist Bank for nine years. Outside of her advisory role, she manages a rental property in Miami, Florida, as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.