Christopher Best II is a financial advisor with Fidelity and holds the Series 66 designation. He joined Fidelity in 2026 and has prior work experience across various industries, including roles at Uber EATS, Hard Rock Stadium, and Louis Vuitton. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and registered investment companies.

Camilo Gutierrez is a Private Wealth Advisor at Merrill Private Wealth Management, where he has dedicated over 26 years to advising ultra-high-net-worth families, entrepreneurs, and business owners. His career includes leadership of BBVA's International Trading Desk in Latin America, where he focused on currency transactions, fixed income, and derivatives. This professional background has shaped his expertise in global markets and wealth management. Camilo specializes in helping international families navigate complex issues such as investment strategies, estate planning, and governance decisions. His approach centers on stewardship, aiming to align financial success with family values and the aspirations of future generations. His client focus areas include college education planning, divorce transition planning, institutional consulting, services for endowments and nonprofits, employee financial health, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a Bachelor’s degree in Business Administration from the University of Hartford and a High School Diploma from Moravian Academy. Camilo is a Personal Investment Advisor (PIA) and holds Series 7 and 65 FINRA registrations. He is fluent in English and Spanish. Outside of his professional life, Camilo enjoys boating, fishing, golfing, reading, scuba diving, soccer, swimming, traveling, and spending time with his family in Coral Gables, Florida.

Tyler Goverman is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as Vice President at Equitable Advisors from 2017 to 2023. Tyler emphasizes a client-centered approach, focusing on understanding the unique needs and goals of each individual to build trust and lasting relationships. His professional experience spans several years in financial consulting, where he prioritizes clear communication and tailored guidance to help clients work towards their financial objectives. Tyler believes that establishing a strong foundation of trust is essential to delivering meaningful value. Outside of his professional role, Tyler has personal interests in fitness, football, golf, and pets.

David Warren is a Private Wealth Manager at Merrill Lynch, specializing in tailored wealth management solutions. He serves high net worth and ultra-high net worth individuals, family offices, and corporate executives. His areas of expertise include comprehensive financial planning, investment strategy, retirement and corporate plan design, business succession, and estate and generational planning. David also works with C-Suite technology executives to address financial challenges associated with transitioning companies from private to public status. David began his financial career in 1995 as a Financial Advisor at Morgan Stanley Smith Barney in New York City. He held positions at Merrill Lynch from 2008 to 2016 and at UBS from 2016 until 2026 before returning to Merrill Lynch. He has extensive experience in developing comprehensive financial solutions and holds the Personal Investment Advisor (PIA) designation. Originally from New Zealand, David completed his Bachelor's Degree at Auckland University New Zealand and obtained a High School Diploma from Kings College. After spending 26 years in New York City, he relocated to Miami in 2021. Outside of his professional responsibilities, he is involved with several charitable organizations, including the Oren Margol Foundation, Charity: Water, and the Robin Hood Foundation, and he has participated in corporate social responsibility initiatives throughout his career.

Diego Reyes Trujillo is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation. He has experience working at major financial institutions including Bank of America and Wells Fargo. Prior to his roles in finance, he spent seven years at ProColombia within the Government of Colombia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Andrew F. Perry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at UBS Financial Services from 2008 to 2022. Outside of advisory work, Perry has ownership interests in several private investment entities and a personal foundation. 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, serving as an ERISA fiduciary and including a range of financial product options beyond typical institutional offerings.

Will Allen III is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior experience with Northwestern Mutual Investment Services LLC and Allen Trades Solutions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and strategies to construct portfolios that include a range of asset types and investment options.

Nicolas Pedro Blanco Etchegaray is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses. He began his career at Morgan Stanley Private Bank, N.A. in 2026 and has previous experience in academia, including roles at Universidad Argentina de la Empresa and Universidad de San Andres. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model outcomes, emphasizing advisory roles without individual security recommendations in standalone planning.

Jared Moser is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities, J.P. Morgan Bank, and Key Investment Services since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Anthony Terminello is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both nondiscretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Jack Sharpe is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Fort Lauderdale office, with over 40 years of experience at the firm. He works closely with clients to understand their financial goals and objectives, helping to implement appropriate financial strategies tailored to their needs. Jack specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and services for sports and entertainment clients. Jack holds a Bachelor's Degree from Tulane University. He has earned professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is fluent in Hebrew, English, and Spanish. Jack also participates in community service through volunteering and maintains personal interests in basketball, football, ice hockey, skiing, softball, swimming, tennis, and traveling. His approach involves working one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Jack emphasizes the importance of clients fully understanding their objectives to ensure suitable financial strategies are applied.

James Carroll is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, Carroll serves as a board member of the Oakland Park Pension Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Leslie Garcia is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Brokerage Services and in the restaurant industry. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, utilizing structured discovery processes and firm-approved planning tools to support tailored financial plans.

Ronald Millar III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at MML Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, he is involved in insurance sales and owns an LLC for pass-through compensation. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers various programs including wrap accounts, money‑manager programs, and educational seminars.

Alan Chais is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 55 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniela Hurtado Mur is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Best Buy and Florida International University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 simulations.

Deborah Trapani is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at Fifth Third Private Bank before joining Merrill and Bank of America in 2018. Trapani serves as an advisory board member of the Humane Society of Broward County’s fundraising arm, PAWS. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Juan Sanchez is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017, alongside his affiliation with Merrill 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.

Andre Bekerman is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Lendbuzz, Humana, Bradesco Bank, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.