Valeria Riera is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Her background includes roles in business law and compliance, as well as work in public affairs at American University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, delivering 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 in its process.

Don Weiher II is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Bank of America NA and Merrill. Outside of his advisory work, he serves as treasurer for the Saint Anthony Catholic School Safe Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Kirk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, Kirk owns and manages Clover Club Worldwide LLC, an indoor golf facility. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, supporting clients with investment advisory services alongside diverse investment offerings.

Gerardo Castro is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2021, following a 12-year tenure at UBS Financial Services 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Voccia is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at GWN SECURITIES, Inc. and has experience outside finance from his time at Village Tavern. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Joel Fishkin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2011. He specializes in integrated wealth management, including investment management, retirement income, long-term care, and legacy planning. Joel is a qualified Portfolio Manager in Merrill's Investment Advisory Program, responsible for designing and implementing personalized portfolio strategies tailored to clients' risk tolerance, financial goals, and tax considerations. His client base includes professionals, pre-retirees, retirees, families with multigenerational wealth, business owners, and individuals with complex financial needs. Joel focuses on personalized wealth planning and proactive management to support clients' long-term financial success. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and services for defined benefit plans. Joel holds a Bachelor's Degree from Glendale University and the Personal Investment Advisor (PIA) designation. He is active in community organizations, including the Mount Sinai Medical Center Young Presidents, the United Way as a Pioneer Leader, and the Hollywood Wildcats Teen Soccer League. He also supports the Hollywood YMCA, USPSA Junior Shooting Programs, and the Greater Miami Humane Society HOPE Program. Outside of work, Joel enjoys boating, music, photography, tennis, and traveling.

Andrea Pfeffer is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved in real estate investing as a director and partner in private real estate-related entities. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutions, offering tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a variety of investment and planning services across retail and institutional segments.

Eric Termini is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James in 2019. 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 clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Alina Badretdinova is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked within various J.P. Morgan affiliated entities since 2011. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wilson Roldan is a financial advisor with Merrill in Miami Beach, FL, holding a Series 66 designation and over 20 years of experience at Merrill. He has also been affiliated with Bank of America, N.A. since 2026. 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 constructed by internal and third-party managers.

Magda Salgado is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, drawing on a range of portfolio management styles and affiliated research.

Luis Medellin is a Private Wealth Advisor with Merrill Private Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Luis earned his Bachelor's Degree from Instituto Tecnologico Autonomo de Mexico. His role involves providing personalized wealth management and investment advisory services to clients.

Evannelia Morel is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Citibank and spent five years in a non-financial role at Pizza Hut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michael Kahn is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1991 and at Bank of America, NA since 2010. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies and emphasizes tax-efficient implementation, operating with integration across Bank of America affiliates and a comprehensive banking and capital-markets platform.

Anthony Navarro is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory work, Navarro serves as treasurer of the Palm Bay Yacht Club in Miami, where he is involved in budgeting and property management activities. 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 solutions and tailored recommendations supported by in-house research and tools.

Noah Solomon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jorge Bohtlingk is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and possessing 23 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Morgan Stanley and its affiliated entities since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Marcelo Biasutto is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2004 across UBS International Inc. and UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Leonardo Mesa is a financial advisor at Morgan Stanley in Miami, FL, holding Series 66 and Series 63 licenses with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, totaling eight years prior to joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Carla Almeida is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab since 2015. Outside of her advisory role, she is a landlord of a residential rental property. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and alternative investments platform.