Eric Lahtinen is a financial advisor with Ameriprise in North Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and asset management advice. The firm combines research, modeling, and algorithmic tools with personalized review to support its clients, emphasizing investment products from affiliated firms.

Shawn Wooden is a financial advisor at OSAIC in Ft. Lauderdale, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Securities America Advisors and Principal Securities. Wooden is also involved in several non-investment related activities, serving as a board member for the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Tiffany Bryant is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and eight years of industry experience. She has worked in various roles including at PFS Investments Inc. and Primerica Financial Services since 2015, and has held positions outside of finance in education and other sectors. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies and offers discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across a large advisor network.

Robert Killinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines proprietary research and third-party analytics to offer diversified investment solutions and operates both brokerage and advisory platforms.

Francesco D'amato is a financial advisor with Raymond James Financial in Miami, FL. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Brickell 21 Capital Management Inc., Fideuram Intesa SanPaolo Private Banking, and academic positions at Bocconi University and Barry University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Maria Duarte Gaitan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her career includes previous roles at Merrill, Bank of America, Google, Humetrix, and Miracle Potion Inc. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Yamin is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, UBS Financial Services, and First Republic Securities. Outside of his advisory work, he is an owner and partner of Juice Press, a retail chain specializing in vegan healthy juice products. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Nicholas Hernandez is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in real estate at Apex Capital Realty for three years and has academic experience from Florida State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jaime Perez Montes is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he was employed at Banco Santander Internacional and Banco Santander Bahamas. Outside of his advisory role, Montes is the owner of a biotechnology company, Permont Sustainable, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Luciana Bonifaz Arenas is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Vestible Inc., and Hult International Business School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research and includes broader derivatives and commodities capabilities.

Dana Winters is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Winters worked at Transcendent Electra Management and Chopra Global Inc, among other roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Nelson Broncano is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Merrill since 2006. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Raul Ordoqui Gattorno is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Lokation Real Estate, Castle Group, First Service Residential, and Prospect Equities Real Estate Corp. 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 individuals, high-net-worth clients, and institutions.

John Huseby is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, providing tailored financial planning and disciplined investment management to help clients make informed decisions. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. John holds a Bachelor's Degree from the University of East London and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on tax-efficient strategies and helping clients organize complex financial situations into clear, actionable plans. He is committed to helping clients build confidence in their financial futures through thoughtful advice and personalized planning. Outside of his professional work, John has personal interests that include adventure sports, boxing, chess, golfing, spending time with his family, tennis, and yoga.

Jose Arredondo is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Juan Guarin Calle is a Series 66 licensed advisor at J.P. Morgan Securities in Miami, FL, with four years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2021, with prior experience at Genius Sports from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Lambert is a financial advisor at RBC Capital Markets in Miami, FL, holding a Series 66 credential with six years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is the sole proprietor of a holding company, Let's Play Vessel LLC, which he maintains with occasional charters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and incorporating both in-house and third-party investment managers.

Daniel Stabile is a Series 66-registered advisor at Fidelity with one year of industry experience. His prior positions include roles at Insight Global, West Marine, and Haight and Ashbury. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kim Shechtman is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, she was self-employed and worked at Thrive Global and Mildstorm LLC. She serves on the board and finance/investment committee of Kristi House Children's Advocacy Center, a nonprofit organization. Raymond James & Associates is a large firm serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning and consulting services with a non-discretionary approach, supported by a broad range of portfolio management styles and affiliated research.

Andres Galvez is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Santander Securities, Santander International Private Banking, Bank of America, Merrill Lynch, and Robert Half International. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.