Dahianna Madera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at UBS Financial Services, J.P. Morgan Securities, and Bank of America/Merrill Lynch. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leon Ciobataru is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2025, he spent 13 years at Morgan Stanley Smith Barney LLC and an additional 10 years at Morgan Stanley Private Bank, N.A. He is also involved in commercial real estate property rental in São Paulo, Brazil. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad platform that includes fee-based financial planning and discretionary portfolio management.

Bernie Mena is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013, with prior experience at Mercury Insurance Group from 2003 to 2016. Outside of advisory roles, he teaches securities licensing classes and operates a legal entity for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jana Stiss is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC and Bank of The West. Outside of advising, she owns a sole proprietorship called DenverCraftsCo, which creates and sells resin dog tags on Etsy. 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 a range of individual, institutional, and nonprofit clients.

Eduardo Gerami is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2022 to 2026, as well as Banco Santander International between 2011 and 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides advisory services under various arrangements, including corporate financial planning agreements.

Norberto Quirno Costa is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2013. He served on the board of a cultural and educational foundation based in Montevideo from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets support.

T.J. Arch is a financial advisor with Wells Fargo Advisors in Miami, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Signature Aviation, Universal Engineering Sciences, and Ameris Bank, among other firms. He is also a Certified Public Accountant and maintains his CPA license. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, business-owner transition, and special-needs analysis. The firm combines advisory services with other financial products and referral channels to serve clients with tailored recommendations.

Zachary DeCraine is a Financial Consultant at Fidelity Investments, where he utilizes the company's extensive resources to assist clients in planning and investing for retirement and other financial objectives. He aims to provide clients with tailored plans that help them pursue their goals with confidence. Zachary has experience in various financial roles, including his current position as Financial Consultant since 2024 and his previous role as Investment Consultant at Fidelity Investments from 2022 to 2024. Prior to that, he worked as an Investment Associate at Provenance Wealth Advisors from 2021 to 2022, a Paraplanner at Ameriprise Financial from 2019 to 2021, and a Senior Operations Analyst at Merrill Lynch from 2016 to 2018.

Vivian Peters Carvalho Mercuri is a financial advisor at UBS Financial Services in Miami, FL, with 13 years of industry experience. She has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Kaden Deosaran is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at La Flor Dominicana, University of Miami, Laurel Wealth Solutions, and Credit Repair Cloud. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers access to extensive resources including the Global Investment Committee’s analyses.

Kevin Wehn is a CFP® with 29 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He is also involved in insurance sales, offering various life and fixed insurance products through a licensed practice. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment solutions, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

Paola Cabrera is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, while serving clients through both direct and employer-based agreements.

Nicolas Bas Silva is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BTG Pactual US Capital and BTG Pactual US Asset Management. He is currently based in Miami, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Simon Dahan is a Series 66-registered financial advisor with Edward Jones in Aventura, Florida, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Leslie Gonzalez is a financial advisor at Merrill with 24 years of industry experience. She has held her current position at Merrill since 2009 and holds a Series 63 designation. 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.

Ursula Zaragoza Vega is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at Banco Santander International for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Joseph Gentilucci is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan entities since 2018. Outside of his advisory role, he is involved in real estate ownership and management through several partnerships and LLCs. 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 combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hunpatin Euler Ajayi is a financial advisor at Equitable Advisors with a Series 66 credential. He has prior experience at Intuit Inc., Moss Adams, Deutsche Bank, and American International Group (AIG), and has been self-employed since 2013. Outside of his advisory role, he is involved with Aclouding, an additional business activity. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory programs.

Jose Maria De Teran is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for several years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes custody, underwriting, market-making, and affiliated banking programs.

Joseph Castillo is a financial advisor with Fidelity Investments based in Miramar, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and use of AI in research.