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 designation and one year of industry experience. Her prior roles include positions at AltamarCAM Partners and Alnylam, as well as an academic appointment at Northeastern University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

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.

Mitshel Lavander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2021, Lavander worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with notable capabilities in public finance and municipal work.

Janely Marin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has been with JP Morgan and its affiliated entities since 2010. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Nathalie Paquin is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at RBC Private Banking from 2005 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Lauren Salas is a CFP®-designated financial advisor with 20 years of industry experience, currently with Ameriprise since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Salas serves on the Board of Directors for St. Mark's Episcopal School and works as an independent travel agent specializing in Disney Cruises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Joel Padin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2014. He is based in Fort Lauderdale, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jordan Naft is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2017, also working with JPMorgan Chase Bank, N.A. since 2014. 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 integrates large institutional advisory operations with broker-dealer, investment advisory, and futures commission merchant functions.

Miroslav Dolapchiev is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on assisting high-net-worth families, business owners, physicians, and professionals with integrated wealth management strategies. His areas of expertise include portfolio management, tax-efficient investing, retirement planning, trust and estate considerations, risk management, and small business strategies. Miroslav takes a holistic approach to financial planning, collaborating closely with CPAs, attorneys, and other trusted advisors to develop coordinated strategies that align with his clients' unique goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional responsibilities, Miroslav enjoys hiking, pickleball, running, soccer, spending time with his family, and traveling. He speaks English and Bulgarian.

Christine Vergari is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Alliance Bernstein, the University of Miami, and the UNC Kenan-Flagler Executive Development program. J.P. Morgan Securities 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 to support client decision-making.

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering collaborative planning and a range of investment and insurance solutions.

Pablo Hinojosa is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience working in various roles including positions at the Jose Andres Group and Partner Re. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and offers both direct and corporate financial planning services.

Lisette Gonzalez is a Series 66-registered financial advisor with Wells Fargo Clearing in Aventura, FL, bringing five years of industry experience. Her career includes multiple roles within Wells Fargo entities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Daniela Monnott is a financial advisor with Merrill, holding a Series 66 designation and based in Hialeah, Florida. She has one year of experience at Merrill and Bank of America, following prior roles at Regions Bank, Grove Bank and Trust, and Allison James Estates and Homes. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements. The firm offers various model-based and discretionary investment strategies, leveraging integration with Bank of America’s corporate platform.