Jorge Gonzalez is a Series 66-licensed financial advisor at Merrill in Coral Gables, Florida, with 17 years of industry experience, all with Bank of America and Merrill since 2009. Outside of his advisory role, he is involved as a passive investor and managing member in family-held limited liability companies related to investment holdings. He also contributes to his community as a committee member for the annual golf tournament at St. Theresa School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alejandro Hasegawa is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James & Associates, Insigneo Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is the sole owner and director of Miami Card Legends LLC, a collectibles business. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Carlos Bonzon Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2019. He serves on the board of the Bonzon Family Foundation, a nonprofit focused on education and medical causes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Eduardo Delgado is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Newlink Communications Group Inc., Caserta and Spiriti Attorneys at Law, Dicks Sporting Goods, and Miami Dade College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Brian Klein is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BB&T Securities, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a family business involved in purchasing a local racing horse. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlos Cuesta is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Holian is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of his advisory role, he owns Griffin Planning, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Taylor Gay is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, E*TRADE, and Bank of America/Merrill. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

David Cardenas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Citigroup, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets services.

Joseph Donnelly is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, and is an owner and partner of DD Realty Capital LLC, a real estate investment firm. 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 through a non-discretionary program supported by centralized due diligence.

Patric Mesot is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Marcela Melian is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Ocrolus and GLG Gerson Lehrman Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Julio Medina is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to delivering personalized investment strategies. Julio earned a Bachelor's Degree from Universidad Externado de Colombia and a Master's Degree from Florida International University. Outside of his professional work, he enjoys biking, running, and playing soccer.

Brian Rudenberg is a financial advisor with Wells Fargo Advisors in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. He is involved in investment-related activities through ownership in BARBGR, LLC and BMANINVESTMENTS, LLC, as well as serving as co-trustee for a 401(k) profit-sharing plan. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs analysis.

Marco Antonio Altamirano is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior roles include positions at Equitable Financial Life Insurance, Equitable Advisors LLC, and Florida Financial Advisors. He is also a project coordinator at SCMA Consulting & Investment Group LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Leander Marrero is a financial advisor with Raymond James Financial in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley for one year and has experience in education from positions at the University of Central Florida and Bob Graham Education Center. He is also an associate at Private Wealth Management of Coral Gables. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Martin Norcini is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Norcini serves as President of the Board of Directors and Treasurer of the Villa Biltmore Condominium Association and is a member of the Board of Directors of the South Florida Veterans Affairs Foundation for Research and Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment strategies according to client goals and risk tolerances.

Ricardo Franccesco Ormeno Novoa is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Credicorp Capital in Chile and Peru and at Banco de Credito del Peru. Outside of his advisory role, he is an owner and partner of an e-commerce business selling baby accessories. 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.

Nicholas Dawit is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016, following four years at Merrill and four years at Signator Investors, Inc. He is also the sole proprietor of a private investment pass-through company. Morgan Stanley Wealth Management serves individuals and institutional clients with comprehensive advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market modeling techniques.