Francisco Rodriguez is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Regions Bank, Cetera Investment Services, and Prudential. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Price is a financial advisor with MassMutual Investors Services in Plantation, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he is also engaged as an insurance agent specializing in life, long-term care, fixed annuities, disability, health, property and casualty insurance, as well as structured annuity settlements. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.

Yanitsa Jimenez is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following a four-year tenure at Citigroup Global Markets. 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 and financial planning services that utilize structured discovery processes and proprietary planning tools.

Adriana Mena is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she was involved with Amaja Luxury Design LLC, operating Debbies Drapery Design Studio for two years. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework where clients retain final decision authority.

Jose Medina Villegas is a financial advisor and partner in the Gonzalez Coto & Associates advisory practice within Merrill Private Wealth Management. He helps lead a multi-generational team of eight professionals who serve Ultra High Net Worth families. The team focuses on strategic investing, cross-border planning, and legacy building to support clients in realizing their business, professional, and personal goals. Their services include estate planning, investment management, lending, banking, and liquidity management, leveraging the resources of Bank of America and Merrill. Born in Cali, Colombia, Jose moved to the United States at age eight and brings a personal understanding of the immigrant experience. He has lived in Miami for nine years. Jose holds a Bachelor's degree from Florida International University and holds the professional designations of Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). He is fluent in English, Spanish, and Portuguese. Outside of work, he is an avid sports fan and stays active through activities such as fútbol, padel, tennis, running, and walking his dog.

Isabella Cascavita is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously held positions at MFS Investment Management, Cisco, and Aptara. 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 a manager solutions team.

Glenn Sabath is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Hernan Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 33 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 offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Erik Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where he has worked since 2012. He has 16 years of industry experience. Outside of his advisory role, he is a partner in A&E Kings Creek LLC, a real estate-related business. 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 supported by firm-approved tools and analytics.

Jose Garcia is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at UBS, Wells Fargo, and BNY Mellon. 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. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Jose Villanueva is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes seven years at Bank of America/Merrill Lynch and three years at Comcast prior to joining J.P. Morgan. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria while offering broader derivatives and commodities capabilities.

Lloyd Davis is a financial advisor with Wells Fargo Clearing in Hollywood, FL, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as a trustee for a client trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Andres Bordone is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at CBRE, Majesty Foods LLC, Crocs Retail LLC, and Doral Academy Charter Prep. He is also involved with Bordone Industries LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to help clients develop tailored financial plans.

Jesus Kruger is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2010, previously working at UBS International Inc. from 2004 to 2010. Outside of his advisory role, he is the owner of a family LLC that manages personal real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Eric Levy is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at UBS Financial Services. Levy practices in Fort Lauderdale, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Allison Martinez Martinez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she gained experience at Banco Santander International and has worked in various roles in education and the food service industry. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, utilizing structured planning tools and modeling techniques as part of its comprehensive approach.

Dilsa Montoya is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2016, with a brief tenure at EFG Capital International Corp in 2025. Outside of her advisory role, she is a partner in Dlux Perfumes LLC, a retail and online store based in Miami. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Hugo Porro is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored advice supported by firm research and diverse portfolio management styles.

Markeith Rowley is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online platforms.