Guy Loret De Mola is an International Wealth Advisor with Merrill Lynch Wealth Management. He has more than 33 years of experience in the finance industry, specializing in Latin American investment banking and wealth advisory services. Guy began his career as a credit analyst at Chase Manhattan Bank in Lima, Peru, advancing to Second Vice President while covering LATAM Investment Banking. He continued in investment banking at Barclays Bank from 1993 to 2001 before transitioning to a role as an International Wealth Advisor at Merrill. He holds a Bachelor of Science degree in Industrial Engineering from Universidad Nacional de Ingeniería in Lima, Peru, and an MBA from the Wharton School of Business at the University of Pennsylvania. Additionally, Guy is a Personal Investment Advisor (PIA) credential holder. He resides in Key Biscayne, Florida with his wife, Simonetta.

Maria Plaza is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, and entrepreneurs both in the United States and internationally. She joined Merrill in 2022 and focuses on crafting personalized investment and banking strategies that include liquidity management and private investments, aligning with clients' long-term goals. Her work integrates financial planning, risk management, and legacy planning to support clients comprehensively. Maria brings over 17 years of experience in the financial industry. Prior to Merrill, she spent 14 years at J.P. Morgan Private Bank as a Vice President Client Advisor, working closely with families in Central America and the Caribbean. Her expertise spans global banking, securities, and wealth advisory, with an emphasis on client trust, discretion, and service. She holds a bachelor's degree in International Finance and Marketing from the University of Miami's Herbert Business School and has earned the Personal Investment Advisor (PIA) designation. Maria is fluent in English and Spanish. Outside of work, she enjoys dancing, music, reading, running, watching movies, and yoga.

Alejandro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he co-owns Cascando Investment LLC, a private investment business established with his wife. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm provides comprehensive wealth advisory planning and investment consulting, offering firm-sponsored wrap fee programs and institutional consulting services with a notable focus on municipal and public finance.

Francisco Rodriguez is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Regions Bank, Cetera, and Prudential. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Richard Price is a financial advisor with MassMutual Investors Services in Plantation, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he is also engaged as an insurance agent specializing in life, long-term care, fixed annuities, disability, health, property and casualty insurance, as well as structured annuity settlements. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.

Yanitsa Jimenez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Jose Medina Villegas is a financial advisor and partner in the Gonzalez Coto & Associates advisory practice within Merrill Private Wealth Management. He helps lead a multi-generational team of eight professionals who serve Ultra High Net Worth families. The team focuses on strategic investing, cross-border planning, and legacy building to support clients in realizing their business, professional, and personal goals. Their services include estate planning, investment management, lending, banking, and liquidity management, leveraging the resources of Bank of America and Merrill. Born in Cali, Colombia, Jose moved to the United States at age eight and brings a personal understanding of the immigrant experience. He has lived in Miami for nine years. Jose holds a Bachelor's degree from Florida International University and holds the professional designations of Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). He is fluent in English, Spanish, and Portuguese. Outside of work, he is an avid sports fan and stays active through activities such as fútbol, padel, tennis, running, and walking his dog.

Tyson Lewis is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He is based in Fort Lauderdale, FL. Outside of his advisory role, he co-owns TCL Holdings, LLC, which focuses on family estate planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm emphasizes a broad planning approach supported by proprietary research and tools, providing discrete planning engagements alongside optional implementation through brokerage or advisory programs.

Denise Santoni is a financial advisor with Merrill in Fort Lauderdale, Florida. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 13 years at Merrill. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm leverages its integration with Bank of America to offer access to a broad set of financial products and services.

Glenn Sabath is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent eleven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Hernan Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Erik Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where he has worked since 2012. He has 16 years of industry experience. Outside of his advisory role, he is a partner in A&E Kings Creek LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics.

Jose Garcia is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS, Wells Fargo, and BNY Mellon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment solutions through its Institutional Consulting Services program, applying an ESG eligibility framework and providing non-discretionary advice.

Gregory Schaeffer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

William Parker Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Lloyd Davis is a financial advisor with Wells Fargo Clearing in Hollywood, FL, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as a trustee for a client trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Andres Bordone is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at CBRE, Majesty Foods LLC, Crocs Retail LLC, and Doral Academy Charter Prep. He is also involved with Bordone Industries LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to help clients develop tailored financial plans.

Jesus Kruger is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2004. Outside of his advisory role, he is the owner of Jestefana LLC, a family-owned company used for personal real estate investments managed by his wife. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

Wendy Ashford is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously held roles at J.W. Cole Advisors, The Emerald Financial Group, and J.W. Cole Financial. 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 state and municipal government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a notable focus on public finance and municipal work.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.