Guilherme Aragao is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning through dedicated Financial Advisors and Estate Planning Strategies, managing approximately $2.74 trillion in client assets.

Matthew Goode is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and goals. He assists in updating financial plans, implementing strategies, and making necessary adjustments to support clients in working towards their financial objectives. Matthew has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning. Outside of his professional work, Matthew has personal interests that include cars, concerts, golf, motorcycles, outdoor adventures, and skiing.

Diana Sanchez is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and The Q Kapital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-return modeling.

Paul Greyson is a Financial Advisor at Merrill Lynch Wealth Management who partners with high-growth individuals and their corporations, focusing primarily on High-Earner-Not-Rich-Yet (HENRY) clients and Ultra-High-Net-Worth (UHNW) families. He leverages his personal experience as a former HENRY and a lifelong member of a UHNW family to inform his approach, treating clients with the same care and commitment he would his own family. Paul emphasizes the importance of candid, insightful advice and believes strongly in aligning his investment decisions with those of his clients. Prior to joining Merrill, Paul served as CEO and CIO of a boutique investment management firm specializing in a Long/Short U.S. equity hedge fund and previously worked at Morgan Stanley as a Registered Associate and Private Wealth Management Analyst. He holds a Bachelor of Science degree in Communications Studies from Northwestern University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul enjoys golfing, hiking, pickleball, rock climbing, skiing, tennis, traveling, watching movies, and spending time with his family. Since 2023, he has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami.

Lorenzo Santiago is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

Beatriz Correa is a financial advisor with J.P. Morgan Securities in Miami Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Agia, Valic, and FedEx Express. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tracey Buonarota is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 38 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Michele Landa Brooker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved in property management and real estate investments in Miami Beach and New York, and she holds a partnership interest in a biotechnology venture fund. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides comprehensive financial planning through its network of Financial Advisors and specialized groups.

Daniel Tila Cohen is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Janney Montgomery Scott LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co, among other positions. He has experience in both financial services and other roles including education and small business enterprise ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeffrey Gottfried is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Black Oak Capital LLC and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gerald Broucek is an International Wealth Advisor with over 35 years of experience in the financial services industry. He specializes in wealth planning for high net-worth individuals and families, focusing on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. Gerald provides clients access to investment insights through Merrill Lynch Wealth Management coupled with banking services from Bank of America. Gerald holds a Bachelor of Arts degree from the University of Michigan’s College of Literature, Science and the Arts, concentrated in Economics and Finance. He also earned a Master of Business Administration from the University of Miami with concentrations in Marketing and Accounting. Gerald is a Personal Investment Advisor (PIA) and serves both international and domestic markets, advising a diverse client base and tailoring wealth management plans to meet their financial goals. Outside of his professional work, Gerald is involved in local athletics programs, coaching football, baseball, and basketball. He is an avid boater, fisherman, golfer, and tennis player. Gerald is a member of the Key Biscayne Yacht Club and Royal Palm Tennis Club. He is fluent in English and Spanish.

Jorge Unda Rodriguez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and three years of industry experience. He spent 30 years with BBVA Mexico before working at BBVA Securities Inc. and Morgan Stanley since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Ryan Knight is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting affluent families, individuals, and successful business owners in developing tailored long-term financial strategies. Ryan has developed expertise in understanding the needs of business owners and healthcare professionals who own their own practices. He also focuses on providing multigenerational advice, supporting high-net-worth families by advising not only existing clients but also their children and grandchildren. Since entering the financial services industry in 2015, Ryan has worked closely with clients to understand their goals, risk tolerance, and objectives to build customized strategies that address their specific needs. He offers access to the investment insights of Merrill Lynch along with the banking services provided by Bank of America. Ryan also collaborates with clients’ attorneys, CPAs, and other professionals while maintaining relationships with family members across generations. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned a Bachelor of Science in Finance from Florida State University. Ryan resides in Parkland, Florida. His personal interests include basketball, golf, boating, traveling, and supporting South Florida sports teams.

Daniel Wasser is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Courtney Seymour is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she is licensed to practice law in Florida. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ana Maria Acuna is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Located in Miami, FL, her work is based within one of the largest wealth management firms in the industry. 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, and manages approximately $2.74 trillion in client assets.

Chase Lalonde is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and LAZ Parking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor financial plans and portfolio management. The firm offers a broad range of services including discretionary portfolio management, mutual fund distribution, and capital markets activities.

Laura Angulo Lafaurie is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has previously worked at AltamarCAM Partners and held roles at Alnylam and Bicon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is an active owner and lessor of a vacation condominium in Jensen Beach, FL. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Vahe Boyajian is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, Boyajian coaches youth soccer, working with the Boynton Beach Knights FC and conducting summer camps through The Florida Soccer School LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.