Kelley Mckee is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, UBS AG, and Yale University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicolas Jimenez is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with seven years of industry experience. His career includes roles at Wells Fargo Clearing Services and Insigneo Advisory Services, as well as a period of self-employment prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Teofilo Gonzalez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and previously with Axa Advisors, LLC for 19 years. Outside of his advisory role, Gonzalez serves as a director at Exintel, Inc., a company involved in export wholesale and health insurance commissions. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers diverse investment options while delivering ERISA fiduciary services to qualified plans.

Juan Papadopulos is a financial advisor with Raymond James Financial in Homestead, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015 and is also an officer and vice president at Chapman & Cardwell Capital Management, where he has been affiliated since 2013. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Javier Cabello is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo-affiliated firms since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Gregory Planck is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Planck also owns a business called Planck Wealth Management. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sofia Aviles is a Team Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals and families navigate their unique financial journeys by connecting all aspects of their financial life to prioritize and pursue the goals that matter most to them. Sofia utilizes Merrill's wealth planning approach to assist clients in identifying and working toward their financial objectives. Her expertise includes addressing financial challenges such as retirement income planning and educational funding. Sofia is committed to understanding clients' family situations, concerns, and priorities in order to provide insight into potential opportunities and strategies. She serves as a guide and educator to clients and their families, helping them understand the planning process, market operations, and creating personalized financial strategies designed to grow and preserve wealth. Sofia holds a Master's Degree in Business Administration and a Bachelor's Degree in Business Administration from Florida International University. She is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Outside of work, Sofia enjoys reading, playing soccer, spending time with her family, traveling, and watching movies.

Lourdes Vila is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. In addition to her advisory role, she is involved in insurance sales through various fixed companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Carlos Arguello II is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2015. He has 21 years of experience in the industry. Outside of his advisory role, he serves on the board of directors for the homeowners association of his primary residence. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lilia Vesterlund is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016. 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 supported by structured discovery and firm-approved planning tools.

Ryan Gonzalez is a financial advisor with Merrill in Coral Gables, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill Lynch since 2008 and previously spent time at Ameriprise. Ryan has also been associated with Bank of America since 2026. 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 across a range of client types, including individuals, high-net-worth clients, and institutional investors.

Abraham Aviles is a Financial Consultant with experience at several major financial institutions. He currently serves as a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2018 to 2021 and as an Associate Financial Consultant at Charles Schwab from 2015 to 2017. In his role, Abraham partners with clients and their families to understand their personal goals and integrates these insights into tailored financial strategies. His approach focuses on creating plans that are personal, flexible, and comprehensive, enabling clients to pursue their objectives with confidence. Outside of his professional activities, Abraham has interests in fitness, outdoor adventures, and soccer.

Charles Lamela is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2010. Outside of his advisory work, he is involved in the maintenance and ownership of rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and affiliated lending programs.

Ana Smalley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Outside of finance, Smalley operates two small businesses in South Miami, one selling beauty products and another retail/online store related to investment activities. 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, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Maria Vaillant is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2016 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Harrison Fritz is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Ivannia Rodriguez is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and a range of multi-asset investment solutions.

Vera Aguila Roehr is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and Bank of America for the past nine and eight years, respectively. Outside of her advisory role, she serves as an alternate appointee for the Miami Dade Public Schools District Wellness Advisory Committee. 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 a variety of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Leidy Dreispiel is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 20 years of industry experience, including 15 years at UBS Financial Services and 20 years at UBS International Inc. She is based in Coral Gables, FL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers non-discretionary financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Brittany Knowles is a financial advisor at Morgan Stanley in Coral Gables, FL, with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the University of Miami. 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 planning process uses structured discovery and firm-approved tools, relying on modeling techniques like Monte Carlo simulations without providing individual security recommendations as part of standalone plans.