Beatriz Correa is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Agia, Valic, and FedEx Express. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Michele Landa Brooker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved in property management and real estate investments in Miami Beach and New York, and she holds a partnership interest in a biotechnology venture fund. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides comprehensive financial planning through its network of Financial Advisors and specialized groups.

Charlotte De Martini is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs and AIG. She is also employed by JPMorgan Bank, which allows her to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Gerald Broucek is an International Wealth Advisor with over 35 years of experience in the financial services industry. He specializes in wealth planning for high net-worth individuals and families, focusing on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. Gerald provides clients access to investment insights through Merrill Lynch Wealth Management coupled with banking services from Bank of America. Gerald holds a Bachelor of Arts degree from the University of Michigan’s College of Literature, Science and the Arts, concentrated in Economics and Finance. He also earned a Master of Business Administration from the University of Miami with concentrations in Marketing and Accounting. Gerald is a Personal Investment Advisor (PIA) and serves both international and domestic markets, advising a diverse client base and tailoring wealth management plans to meet their financial goals. Outside of his professional work, Gerald is involved in local athletics programs, coaching football, baseball, and basketball. He is an avid boater, fisherman, golfer, and tennis player. Gerald is a member of the Key Biscayne Yacht Club and Royal Palm Tennis Club. He is fluent in English and Spanish.

Alexandre Santos Leal is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Blue Sky World Investment Brain. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Sophia Iacovelli is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has held various positions including work in the arts and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Jorge Unda Rodriguez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and three years of industry experience. He spent 30 years with BBVA Mexico before working at BBVA Securities Inc. and Morgan Stanley since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jose Padilla is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Goldman Sachs and JPMorgan Chase Bank, N.A., as well as earlier positions at Vanderbilt University and Banco Azteca. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, often incorporating ESG criteria and broader derivatives capabilities.

Ana Maria Acuna is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Located in Miami, FL, her work is based within one of the largest wealth management firms in the industry. 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, and manages approximately $2.74 trillion in client assets.

Laura Angulo Lafaurie is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has previously worked at AltamarCAM Partners and held roles at Alnylam and Bicon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitshel Lavander is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. Raymond James & Associates is a large 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 investment consulting through non-discretionary advisory programs supported by a broad range of portfolio management styles and affiliated research.

Gustavo Llorente Bruzual is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Janely Marin is a financial advisor with J.P. Morgan Securities in Aventura, FL, holding a Series 66 designation and 16 years of industry experience. She has been with various J.P. Morgan entities since 2010, including her current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with implementation supported by affiliated investment-management entities.

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering collaborative planning and a range of investment and insurance solutions.

Pablo Hinojosa is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience working in various roles including positions at the Jose Andres Group and Partner Re. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and offers both direct and corporate financial planning services.

Kiara Maruri is an Investment Management Consultant I currently working with Fidelity Investments. She has held various roles within the company, including Investment Solutions Representative III since 2022, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Kiara worked as a Financial Advisor at Primerica Advisors from 2019 to 2021 and as an Investment Associate at SunTrust Investment Services from 2016 to 2017. Her professional approach emphasizes trust, education, and connection, focusing on understanding clients' personal stories to provide tailored investment guidance. Kiara is committed to delivering service that upholds professionalism, integrity, and respect for the trust placed in her by clients. She holds insurance licenses for the states of Arkansas and California.

Lisette Gonzalez is a Series 66–licensed financial advisor with six years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, including a two-year period at Morgan Stanley between 2019 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniela Monnott is a Series 66-licensed advisor at Merrill with one year of industry experience. She has previously worked at Bank of America, Regions Bank, Grove Bank and Trust, and Allison James Estates and Homes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with portfolio implementation varying by strategy and including tactical asset allocation and tax-aware options.

Dominik Aeschbacher is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Switzerland AG for 21 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary capital market models and research to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, providing a broad range of integrated financial solutions.

Diego Bonilla is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2019, he worked at IE Business School and Bank of America. 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 individuals, high-net-worth clients, and various institutional investors.