Stephania Tatis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and The University of Texas at Austin. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Bryant Wright is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Raymond James since 2020 and previously spent over a decade at Morgan Stanley in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Thebeau is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Florida Financial Advisors, Trinity Wealth Securities, LLC, and Lincoln Capital. He also spent four years affiliated with the University of Nebraska Lincoln before entering the financial sector. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Francisco Olazabal is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and various modeling tools to help clients develop tailored financial plans.

Matias Tomei 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 JPMORGAN Chase Bank, the Heuser Group family business, and Sanofi. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tracy Kramer is a CFP® with two years of industry experience, currently serving with Raymond James & Associates. She has held roles at several firms including Stifel, NewEdge Wealth, and Platinum Consulting Group, where she has been the owner of a business consulting firm since 2001. Kramer has prior experience at Mastercard Worldwide spanning 13 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management approaches.

Gabriela Sardi is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs for individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Juan Mijares is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked with various Wells Fargo entities since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he holds partial ownership in two bakery businesses in Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anyi Ferrer Castro is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at Amerant Investments, Amerant Bank, and Amazon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Pietro Possenti is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with prior experience at Precetti Inc and Tufts University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Kimberly Clark Schweitzer is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Judith Pantoja is a Series 66 licensed financial advisor with Morgan Stanley, based in Coral Gables, FL, with 31 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she has served on the board of directors for the Rotary Club of Coral Gables and is a managing member of Protogenia Enterprises LLC, a consulting business. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers various investment strategies alongside its advisory services.

Maria Luiza Bezerra is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. She earned her bachelor's degree from Florida International University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jason Goldstrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole owner of a Florida-based investment LLC, State of the World, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.

Yasmany Baldriche is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, SunTrust Bank, and Firstbank FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Liedena Gonzalez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Merrill and Bank of America prior to joining J.P. Morgan in 2023. Outside of her advisory role, she serves on the advisory board of Junior Achievement Miami Dade and is involved in a family-owned online boutique business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Roy Perez is a financial advisor with Mass Mutual Investors Services in Pinecrest, FL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Perez owns and operates a lead generation company that produces fixed insurance and non-financial service leads. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools and offers additional event-driven planning services such as divorce and estate settlement planning.

Erik Cornejo Ibarra is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and U.S. Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Marco Rodriguez is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes positions at Bank of America and Wells Fargo. 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.

Ian Nance is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020. Prior to his current roles, he held various positions outside the financial industry, including at The Kroger Company and Miami University Dining Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.