Juan Porro Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial for 28 years. Outside of advising, he is involved in tax preparation and accounting services. 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, with a focus on both discretionary and non-discretionary account management.

Juan Paysse is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he is the owner of Paysse Family Holdings LLC, an entity managing his personal bank accounts. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate complex investment strategies and planning resources.

Joanna Navarrete is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America since 2016. 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.

Carlos Gonzalez is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2016. Gonzalez also serves as an independent contractor and officer for CAG Capital Management. 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, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, as well as specialized municipal and public finance advisory services.

Jorge Maquilon is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in international banking, working for nine years at Santander Private Banking in Miami. During this time, he held roles including fixed income trader and banker covering multiple Latin American countries such as Mexico, Venezuela, Argentina, and Chile. Jorge joined Merrill Lynch Wealth Management in 2007 and focuses on International Wealth Management, Managing New Wealth, and Sports & Entertainment. Jorge brings over 20 years of experience in asset and risk management, portfolio construction, financial strategies, and wealth management planning. He holds a Bachelor's Degree from Florida International University, a Master of Business Administration from the University of Miami, and a Master's Degree from Florida International University. Jorge is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes delivering personalized financial strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Outside of his professional work, Jorge enjoys chess, soccer, traveling, and spending time with his wife Silvia and their two daughters. He also participates in community volunteering, following Merrill's tradition of engagement in the communities they serve.

Victoria Corrigan Fine is a financial advisor with Merrill in Coral Gables, FL, holding Series 63 and Series 65 licenses. She has 38 years of industry experience and has worked at Merrill since 1987 and Bank of America since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luis Pena Hernandez is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to joining Merrill, he held various roles in sectors including food delivery and retail, as well as positions in education at Ronald Reagan Senior High School and Divine Savior Academy. 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 serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Chong Ling is a Series 66 licensed financial advisor with Merrill in Coral Gables, FL, with 37 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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, and various institutional investors.

Muzzy Jackson is an International Wealth Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 following a 20-year career in Major League Baseball as a player, scout, and executive across the Royals, Reds, Diamondbacks, and White Sox organizations. In his advisory role, Muzzy specializes in developing disciplined financial strategies tailored for professional athletes, coaches, agents, executives, and other sports industry professionals, as well as their families and businesses. His expertise lies in addressing the unique financial needs of public figures while safeguarding their privacy. Muzzy holds a Bachelor of Science degree from Mercer University and a Master of Education from East Stroudsburg University. He also completed an internship with the NCAA National Office in Administration & Finance. He carries professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Muzzy participates in various charitable organizations and is an advocate for youth athletics. He is affiliated with several professional groups, including the Buck O’Neil Scouts and Coaches Association, Kappa Alpha Psi Fraternity, Inc., Mercer University Alumni Association, and the Minority Baseball Prospects (MBP) Helping Hands Foundation.

Eduardo Gonzalez is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over three decades at Merrill and nine years at Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yamely Gonzalez is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she worked at Ameriprise Financial Services and has experience managing a small real estate business as an owner of YG Miami Investments LLC. 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 applying an ESG eligibility framework in its investment recommendations.

Rafael Lopez is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Morgan Stanley and affiliated entities since 2012, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process relies on structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Heidy Seggio is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting services.

Marco Pena Cherician is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Co, Timepiece Trading LLC, Behavior Analysis Resources and Education, and TJX Companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

William Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Fidelity Investments, Edward Jones, and TD Ameritrade. Montgomery is based in Coral Gables, FL. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and operational support.

Sergio Mariscal Lozano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Raymond James in 2022. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ricardo Flores is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a landlord of rental properties in Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Stephan Gonzalez Llanes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader range of financial product offerings than typical institutional advisers.

Raul Ferrao Robles is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2020. His prior experience includes roles at HSBC Securities USA and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Juan Leon is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. His prior roles include positions at Amerant Investments, BMW Financial Services, and Engineering & Trade Inc. He serves as an officer at Engineering & Trade Inc., although the corporation has had no recent activity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting through a variety of investment styles and affiliated research.