Brian Rodriguez is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cetera Investment Services LLC, Regions Bank, Guerra Financial Group, and MassMutual in various capacities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across the wealth spectrum, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Imanol Suarez Biglieri is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018. Prior to his current role, he had professional experience at Oglethorpe University and a brief tenure with Total Body Contouring. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Brian Currie is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Sebastian Perez Quintana is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he helps clients pursue their financial objectives by managing custom investment strategies, selecting from a range of Merrill model portfolios, and leveraging third-party investment options. Sebastian focuses on personal retirement planning, small business strategies, and tax minimization to provide tailored financial solutions. With over seven years of experience in the financial industry, Sebastian began his career at Primerica, where he attained the position of Regional Vice President. He later served as a Senior Financial Consultant at Regions Bank before joining Merrill Lynch. Sebastian holds Series 7 and 66 FINRA registrations, is a licensed Life, Health, and Annuities insurance agent, and has earned the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, he specializes in educating first-generation wealth creators, particularly immigrants, on building and maintaining wealth across generations. Outside of his professional activities, Sebastian enjoys reading, soccer, and traveling. He values work-life balance and spends his time off with his wife and son. Sebastian’s approach to financial advising emphasizes trust, transparency, and personalized planning centered on clients’ unique goals and priorities.

Nicolas Boker is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ana Da Silva is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 21 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and HSBC Securities (USA) Inc., where she spent over a decade. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. 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 supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stefan Zdravkovic is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Paulson Investment Company and Maxim Group. Outside of finance, he has operated a catering business for several years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

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.

Giancarlo Luna is a Series 66-registered financial advisor with Merrill in Miami, FL, where he has worked since 1994. He has 25 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal Chief Investment Office teams and third-party managers.

Jesse Fuchs is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals, families, and business owners to develop personalized wealth management strategies that align with their unique goals and priorities. Jesse's approach encompasses various areas including investment planning, retirement strategies, wealth preservation, and legacy considerations. Jesse specializes in Corporate Executive Services, Education Planning, Family Wealth Management Strategies, International Wealth Management, Liquidity Management, Managing New Wealth, Women and Wealth, Sports & Entertainment, Individual and Corporate Investment Strategy, and Tax Minimization. He holds the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) certification and the Personal Investment Advisor (PIA) designation. Born and raised in Miami, Jesse earned a Bachelor of Science degree in Economics from Florida State University. Outside of his professional role, he enjoys basketball, boxing, football, golfing, music, pickleball, reading, skiing, traveling, and watching movies. Jesse values building lasting relationships and helping clients make informed decisions throughout various stages of life.

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.

Thomas Lequerica is an International Wealth Advisor at Merrill Lynch Wealth Management. In his role, he focuses on aligning financial strategies with clients' personal life priorities and goals, such as retirement planning, education funding, and business ventures. He draws on Merrill Lynch’s investment insights and has access to Bank of America’s products and services to tailor opportunities that meet client needs. Prior to joining Merrill Lynch Wealth Management, Thomas gained experience working at Citibank NA and SunTrust Bank. He holds a Bachelor's degree in Economics and a Master of Business Administration (MBA) in Finance, both from Florida International University. Thomas also holds the Personal Investment Advisor (PIA) designation and provides services in both English and Spanish.

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.