Alec William is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, Alec is involved in music production, creating and releasing music on streaming platforms. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a comprehensive approach combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Michael Carter is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with two years of industry experience. His work history includes roles at TradeStation Securities and Global Golf Sales, as well as experience at Florida International University and Florida State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Yan Shevchenko is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, N.A. that began in 2017. Prior to his financial services career, he was employed at G&G Healthcare Services from 2011 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Carlos Carrillo is a financial advisor at Charles Schwab & Co., Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2011. The firm serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory guidance with access to affiliated discretionary portfolios, supported by a multi-asset investment approach and a centralized operational structure.

Veronica Williams is a Series 66 licensed financial advisor with Raymond James Financial, based in Cutler Bay, FL. She has six years of industry experience, including five years at Morgan Stanley Smith Barney LLC. Outside of financial advising, she works as a real estate agent in Homestead, FL. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary services using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Brian Seits is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and 24 years with Wachovia Bank, N.A. Outside of his advisory role, he serves as a trustee and has interests in rental property management. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions across a large network of financial professionals.

Alejandro Gutierrez Tabor is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including BTG Pactual US Capital, Southwind Partners, and Zepter Capital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with portfolio management and institutional trading capabilities. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Can Cakir is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work history includes positions at Thrivent Financial and Brooks Brothers Inc. He has been involved in various roles outside of finance, including time with Miami Dade College and security services firms. Wells Fargo Advisors is a national securities firm that provides investment advisory and financial planning services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 advisors. The firm offers both brokerage and advisory solutions and supports retirement plans through consulting, investment selection, and participant education.

Santiago Urrutia Ruiz is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at RBC Capital Markets, RBC Global Asset Management, and Pretium. He has academic experience at Bentley University and IMG Academy. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad platform of financial products.

Nicholas Taylor is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience. His background includes roles at JPMorgan Chase Bank, N.A., and Securities Club Broker-Dealer, LLC. Outside of finance, he has been involved with various organizations in the arts and hospitality sectors, including Design Miami and Maryland Art Place Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Nicole Moon is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for five years and held positions at RBB Communications, Drones Nerds, Inc., and IMG. 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 supported by internal Chief Investment Office teams and third-party managers, serving individual, high-net-worth, corporate, and nonprofit clients.

Arlene Alvarez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2015, following her tenure at Monat Global. In addition to her advisory role, she develops educational coaching programs on wealth and investing and is the author of a self-published book titled *HELP*. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing analytical tools and tailored strategies to support client goals through a broad range of advisory programs.

Livia Mendes Mansur is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and previously worked at XP Advisory US Inc and XP Investments US LLC. Mansur is based in Miami, FL. 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 an ESG eligibility framework. The firm’s advisory services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

David Eides is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2019. Prior to that, he was employed at Ocean State Metals and BNP Paribas. 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 their investment recommendations.

Eric Munoz is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has worked at Raymond James since 2020 and previously spent 10 years at UBS Financial Services. Munoz holds Series 63 and Series 66 licenses. He serves as president of the Miami Seminole Club, is treasurer and a board member of the Crockett Foundation, and serves on the board of directors for the Florida State University Alumni Association. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

Inigo Torres Livianos is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. He previously worked at Banco Santander International for five years and managed investment-related businesses in Romania and Spain prior to that. He holds a minority stake in a vineyard joint ownership in Spain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management offerings.

Karen Boza is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2016, following an 11-year tenure at Truist Investment Services. Outside of her advisory role, she is co-owner of a property and casualty insurance agency in Miami, though she is not involved in its day-to-day operations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 offers both direct and employer-sponsored financial plans.

Thomas Mays is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 33 years of experience in the industry. He is involved in several business ventures, including Coming Up Clutch LLC, which operates The Miles Academy, a free educational platform focused on teaching the public how to use credit card points and miles, as well as other general financial literacy initiatives. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs alongside institutional consulting and portfolio management.

Brenda Berisso is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

James Levy is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.