N. Issa is a CFP®-certified financial advisor with 32 years of industry experience, currently with Ameriprise. Prior to joining Ameriprise, Issa worked at UBS Financial Services for 18 years. Outside of advising, Issa serves on several boards including the FL Bar Standing Committee for UPL and Arts for Learning Miami, and owns a property used for hosting events such as photo shoots, movie shoots, and concerts. Ameriprise provides retirement-income planning services targeting individuals near or in retirement with substantial investable assets, combining research-driven recommendations and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Dubler is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 both brokerage and advisory solutions.

Mauricio Solorzano is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Sutter Securities. His background also includes roles outside finance, such as at Cheesecake Factory and in consulting and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad platform that includes research, capital markets services, and proprietary analytical tools.

Anne Sophie Colas is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has been with Raymond James & Associates since 2007 and holds a Series 66 designation. 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 investors, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Andrea Ferrao is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Outside of her advisory work, she is a partner in A&E Kings Creek LLC, a real estate venture based in Miami, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without individual security recommendations in standalone planning services.

Juan Donis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2023. Outside of finance, he has worked briefly at Sloan's Ice Cream Store. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Elizabeth Mcnair is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she is a manager and partner at QUP, LLC, a gift shop and merchandise business in Nevada. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with trading and custody services managed by BNY Mellon Advisors and Pershing.

Leonardo Oliveira is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2010 and holds the Series 66 designation. Outside of his advisory role, he is a proprietor of an investment partnership focused on real estate properties. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jason Auricchio is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with MassMutual Investors Services in Coral Gables, FL. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in a sports management firm. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning with firm-approved analytical tools.

Erik Sheppard is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2013. Outside of his advisory role, he is an owner and partner of Cornered LLC, an entertainment venture focused on releasing self-made music. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bradly Diaz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, working across Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and strategic investment models. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Jesus Plascencia is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm offers a broad range of services including discretionary portfolio management, financial planning, and capital markets activities.

Stephen Williams is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. Outside of his advisory role, he is employed part-time as a cashier at Publix Super Markets. 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 and profit-sharing plans, corporations, and charitable organizations.

Elsio Suengas is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 15 years before joining Merrill in 2022. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mari Zayas Bazan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. Aside from her advisory role, she manages a personal investment real estate property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm also combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment products.

Alec William is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, Alec is involved in music production, creating and releasing music on streaming platforms. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a comprehensive approach combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Michael Carter is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with two years of industry experience. His work history includes roles at TradeStation Securities and Global Golf Sales, as well as experience at Florida International University and Florida State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Yan Shevchenko is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, N.A. that began in 2017. Prior to his financial services career, he was employed at G&G Healthcare Services from 2011 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Carlos Carrillo is a financial advisor at Charles Schwab & Co., Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2011. The firm serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory guidance with access to affiliated discretionary portfolios, supported by a multi-asset investment approach and a centralized operational structure.

Veronica Williams is a Series 66 licensed financial advisor with Raymond James Financial, based in Cutler Bay, FL. She has six years of industry experience, including five years at Morgan Stanley Smith Barney LLC. Outside of financial advising, she works as a real estate agent in Homestead, FL. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary services using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.