Joseph Castillo is a financial advisor with Fidelity Investments based in Miramar, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and use of AI in research.

Robert Miller is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding a Series 66 designation and with 22 years of industry experience. He worked at Raymond James & Associates from 2004 to 2018 before joining LPL Financial in 2018. Miller also has an interest in a non-investment related entity, JRM Wealth Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Samantha Straub is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Shutowick Wealth. Outside of financial advising, she coaches lacrosse and serves as a program director for a lacrosse organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting program.

Marc Leffin is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2022. He specializes in developing wealth management strategies tailored for high net-worth individuals, families, and business owners, aiming to support their short- and long-term financial objectives. Prior to his current role, Marc accumulated extensive experience as a Chief Financial Officer in the private sector for ten years. He also has a background as a Financial Advisor and Portfolio Manager at Morgan Stanley and UBS Financial Services. Marc holds a Master of Business Administration (MBA) from Long Island University in New York and a Bachelor of Arts in International Business Administration from the European Business School in London. He has earned the Personal Investment Advisor (PIA) professional designation and is proficient in English and German. Marc works collaboratively with a team of Financial Advisors with a collective market experience of over 50 years. Outside his professional responsibilities, Marc is involved with the Peace Education Foundation. He lives in South Florida with his wife and two daughters and enjoys activities such as running, gardening, golfing, hiking, reading, skiing, soccer, tennis, and traveling.

Frances Pina is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 license with seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at EFG Capital International Corp in 2016-2017. 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.

Virgilio Namnum is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience to his role. He specializes in providing comprehensive wealth management solutions, focusing on domestic, international, and multigenerational families. His professional approach emphasizes thoughtful and determined guidance aimed at long-term financial continuity. Throughout his career, Virgilio has developed expertise in areas such as education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. He leverages the resources of Merrill and Bank of America to offer clients personalized, goal-based strategies tailored to their financial needs. Virgilio holds a Bachelor's Degree from Florida International University and a Master of Business Administration (MBA) from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Outside of his professional commitments, he enjoys traveling with his family, swimming, and attending sporting events such as baseball and basketball games.

Blair Langstroth is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and concurrently owns Neustreet, LLC, a market data and research firm. Langstroth has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Diana Lopez is a financial advisor with UBS Financial Services in Pompano Beach, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at HSBC since 2006. Lopez serves on the board of directors for Catholic Charities of the Archdiocese of Miami and participates in the administrative committee for their Head Start/Early Head Start programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a broad range of capabilities including discretionary portfolio management, capital markets services, and integrates institutional trading with wealth management.

Daniel Erazo is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2024, he worked at Valic Financial Advisors from 2020 to 2024. He also serves as an operations manager for PATH Financial Partners, an LLC affiliated with OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Galen Williams is a financial advisor with Primerica Advisors in Lauderhill, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he serves as president of Hiitz Inc, a softball and baseball sports development camp. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Fabiano Sampaio Vianna is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing and one year at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, 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 planning process incorporating firm-approved tools and modeling techniques.

Alisa Harris is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL. She holds a Series 66 designation and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Oppenheimer. Outside of finance, she is involved in a jewelry design and sales business, Kali Creations, which she operates with her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Beattie is a financial advisor with Merrill based in Hollywood, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2013. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tilson Rodriguez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. His career includes prior roles at Merrill and multiple tenures at Morgan Stanley beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 processes and access to proprietary investment research, serving clients through both direct engagements and Corporate Financial Planning agreements.

Alexander Brodsky is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has held the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors since 2018 and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by The College for Financial Planning Institutes Corp. since 2011. Additionally, he holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Alex brings experience in retirement planning, small business retirement plans, liability strategies, and life and long-term care insurance. Before joining Merrill Lynch in 1999, he owned a computer hardware distribution business in South Florida. He earned a Bachelor of Arts degree from the University of Michigan in 1994. Born in Lima, Peru, Alex moved to North Miami Beach at age 10 and graduated from Miami Country Day School in 1990. Alex lives in Weston, Florida with his wife Danielle and their two children. He is involved in the local community through coaching sports teams and enjoys traveling. Alex and his team are fluent in Spanish and English, serving a diverse client base with a focus on personalized financial strategies.

Dariel Aquino Hernandez is a financial advisor with Fidelity Investments in Miami Gardens, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fidelity in 2021, he worked at Northwestern Mutual Wealth Management and Investment Services from 2019 to 2021 and has experience with Primerica Financial Services. He is also the sole proprietor of an online sales business and co-owner of an investment and development company focused on real estate activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Robert Axelrod is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and trading activities.

Mayra Ramirez is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. 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.

Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.