Alfredo Collazo is a Series 66-licensed financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he owns a rental property in San Juan, Puerto Rico. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Stephen Williams is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2018 and also holds a part-time cashier and customer service position 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.

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.

Eric Sorensen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on helping individuals and families achieve their most important financial goals. He began his career with Merrill in 2011 and became a Financial Advisor in 2014, bringing experience from various roles within the firm to his advisory practice. Eric emphasizes hard work, integrity, and long-term vision in his approach, developing personalized financial strategies tailored to each client's unique circumstances and preferences. His expertise includes areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He holds both a Master's Degree in International Business and a Bachelor's Degree in Finance from the University of Florida. In addition to his professional work, Eric serves on the Board of Directors for the Florida Keys Gator Club. His personal interests include scuba diving, sailing, traveling, and spending time with his wife Allison and daughter Lillian.

Brian Scott is a Financial Advisor at Merrill Lynch Wealth Management in Miami, FL. He works with individuals and families to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His client focus areas include liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. Brian provides ongoing advice and guidance, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions as needed. Brian holds a Bachelor's Degree from Florida International University and holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He conducts his practice in both English and Spanish. Brian emphasizes a relationship-driven approach that prioritizes listening and placing clients' priorities at the center of every decision to help them gain clarity and confidence in their financial futures. Outside of his professional work, Brian's personal interests include basketball, fishing, football, spending time with his family, and traveling. He is affiliated with Merrill Lynch Wealth Management.

Christian Rodriguez is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

James Philippeaux is a financial advisor with Ameriprise, holding 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing his own business, James Philippeaux & Associates Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jan Zambrano is a Senior Vice President and Wealth Management Advisor at Merrill, a Bank of America company. Since 2013, he has advised families globally, focusing on international families, business owners and senior executives, and families managing multi-generational wealth. Jan began his career at Merrill working with a Private Wealth Team serving clients in the US, Asia, and Latin America. He later joined Santander as a Financial Consultant, where he established a team that advised high net-worth, cross-jurisdictional families primarily residing in the US. Jan holds a Bachelor's degree in Finance and an MBA from the University of Miami. He also earned the Certified Investment Management Analyst (CIMA®) designation through the Investments & Wealth Institute® and Wharton at the University of Pennsylvania. Additionally, he holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors and has the 2-15 license for Life, Health, and Variable Annuities contracts. Jan provides personalized wealth management strategies and emphasizes an integrated approach beyond investments to pursue financial security for clients and their future generations. Born in Colombia and fluent in Spanish, Jan is a man of faith, married, and involved with the King Jesus Ministry. Outside work, he is a soccer fan and enjoys playing guitar.

Jeffrey Jacobs is a financial advisor based in Miami, FL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has operated his independent firm, Jeffrey R. Jacobs, CPA, since 1991.