Cory Clair is a financial advisor with Mass Mutual Investors Services in Coral Gables, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with C Wealth Solutions since 2018 and with MML Investors Services LLC and MassMutual Life Insurance Company since 2013 and 2012, respectively. Outside of his advisory role, he serves as an insurance agent focusing on life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features educational seminars and specialized planning programs such as divorce and estate-settlement planning.

Rodrigo Garcia is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2012. Outside of his advisory role, he co-owns a business that imports and distributes vegan snacks. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Emmanuel Munoz is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, N.A., and Claims Elements, as well as experience in education with Miami Dade Public Schools and higher education institutions. He is also listed as an authorized signer on his wife's healthcare business, Live Renew Revive. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jorge Gutierrez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999. Outside of advising, he is involved in insurance sales through various carriers. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party programs.

Jose Vides is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previous experience at Morgan Stanley Private Bank and Scotiabank. Outside of his advisory role, he is the owner of MOMIA LLC, a business established to purchase real estate for primary residence purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting, drawing on a range of portfolio management styles and affiliated research, with notable municipal advisory capabilities and an extensive affiliate network.

Carlos Huertas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory including multi-manager structures, and delivers model portfolios built from a range of mutual funds, ETFs, and ETPs.

Ariel Sanchez Alfonso is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Regions Bank and BB&T in various capacities related to wealth advisory and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors managing over $256 billion in assets.

Javid Mortazavi is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual Life Insurance Company, MML Investor Services, and Principal Life Insurance Company. Outside of his advisory work, he is involved in youth sports coaching and officiating, owns a training academy focused on girls’ soccer and flag football, and serves as an adjunct professor at Miami Dade College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a range of third-party advisory models and delivering services through a large network of Investment Adviser Representatives.

Arletys Gonzalez Rodriguez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erik Sherman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 16 years before joining OSAIC in 2018. Sherman serves as president of the Atrium in the Grove Homeowners Association and is a managing member of an LLC involved in rental property management. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services including financial planning, retirement plan consulting, and access to third-party asset managers. The firm employs various portfolio construction tools and supports multiple investment platforms and transitions.

Luciano Gani is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bradesco Bank, Bradesco Global Advisors Inc., and UBS AG. His background includes roles at both international and U.S.-based financial institutions. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Julio Revuelta is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. Prior to joining Raymond James in 2020, he worked at Safra Securities LLC and Safra National Bank of New York from 2014 to 2020. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

Marcos Takeda is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Emilio Rangel Jr is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Pruco Securities, The Prudential Insurance Company of America, OneAmerica Securities, American United Life, and Citibank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages diverse portfolios, including fund advisory and model portfolios, and serves as a registered commodity pool operator with oversight of multiple registered investment companies.

Thomas Atkinson is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2010. Outside of his advisory work, he co-owns a short-term rental apartment in Winter Park, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Orlando Botton is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. He has been associated with JPMorgan Chase Bank and JP Morgan Securities since 2013 and previously managed his own investment-related entities. Outside of his advisory work, he is involved in real estate investments and manages several LLCs, including The Botton Holdings LLC and 10228 LLC, alongside his wife. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rodolfo Muniz Jr. is a CFP® professional with 19 years of experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Miami, FL. 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. The firm delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Iselle Obregon is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeannine Garcia is a financial advisor with Ameriprise in Doral, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

Antonio Giorgetti Jr. is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2016 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. 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 offers proprietary research, affiliated banking, and securities-backed lending programs.