Natalie Perez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Iris & Opal, LLC, Quality Container Transport, Inc., and several other firms across different industries. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and incorporate an ESG eligibility framework.

Gregg Gelber is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 license and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he is involved in several real estate and hospitality ventures as a partner and investor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools, serving clients through tailored financial advice and multiple investment platforms.

Catherine Busot is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Julio Mendoza serves as an International Wealth Advisor with Merrill Lynch Wealth Management in Miami, Florida. Since joining the firm in 1988, he has focused on addressing the financial priorities of high-net-worth individuals and families through personalized attention and customized portfolio strategies. Julio emphasizes a disciplined approach that simplifies clients’ financial lives while helping them identify and prioritize a range of goals, including estate planning, investments, wealth transfer, and retirement income. He also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to incorporate credit and lending solutions into comprehensive financial strategies. Julio holds a Bachelor of Science degree from Florida State University's College of Business and a Master of Business Administration from Florida International University. He carries the designation of Personal Investment Advisor (PIA). Committed to client trust and resource optimization, Julio integrates his professional expertise with a philosophy of working closely with clients to develop personalized financial strategies aligned with their long-term objectives. He is also engaged in community volunteer activities as part of his participation in the Merrill tradition of service.

Glorimar Porras is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018, following nine years at HSBC Bank (USA) N.A. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

James Scholz is a financial advisor with Morgan Stanley in Coral Gables, Florida, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, Scholz serves as a coxswain and safe boating class instructor with the United States Coast Guard Auxiliary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and investment modeling techniques.

Fernando Barzana Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 65 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is a part owner of Champy's Seafood LLC, a business that sells seafood. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group and includes fee-based financial planning tailored to client discretion.

Michael Gold is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Gold serves on the investment committee of the Legal Services of Greater Miami Foundation, a nonprofit organization, where he reports on matters related to the endowment. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Brian Scott is a Financial Advisor at Merrill Lynch Wealth Management in Miami, FL. He works with individuals and families to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His client focus areas include liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. Brian provides ongoing advice and guidance, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions as needed. Brian holds a Bachelor's Degree from Florida International University and holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He conducts his practice in both English and Spanish. Brian emphasizes a relationship-driven approach that prioritizes listening and placing clients' priorities at the center of every decision to help them gain clarity and confidence in their financial futures. Outside of his professional work, Brian's personal interests include basketball, fishing, football, spending time with his family, and traveling. He is affiliated with Merrill Lynch Wealth Management.

Clara Alicea is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services and its predecessor, UBS PaineWebber Inc., since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Victoria Frallicciardi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, LA PRAIRIE GROUP, and Elephantito. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alec Zager is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 65 designation and has worked at several firms including New Edge Wealth, Boston Private Wealth LLC, and SVB Wealth. Outside of his advisory role, he owns ADZ Company LLC, an entity used for pass-through compensation and business expenses. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured annual planning engagements using firm-approved analytical tools and offers various specialized planning programs.

Jesus Navedo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA, and currently maintains roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he manages marketing for M.I.A. by Massiel, a company providing makeup services for brides. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and integrates institutional advisory operations with brokerage and investment management capabilities.

Artemio Mercado is a financial advisor with Wells Fargo Clearing in Hollywood, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he sells new and secondhand fashion on Poshmark. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Gonzalez Lopez is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, following earlier roles at Citigroup and JP Morgan Chase Bank. Additionally, she has been affiliated with Broward College since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

John Flasco is an International Wealth Advisor and serves as the team leader of The JET Group at Merrill Lynch Wealth Management. With 51 years of experience, his expertise spans global corporate finance, investment banking, trust and estate planning, asset and liability management, and goals-based wealth management. He has developed long-term personal relationships with clients and their extended multi-generational families. Born to American parents in Caracas, Venezuela, John was raised in Latin America and Europe. He holds a Master's degree in International Management from the American Graduate School of International Management (formerly "Thunderbird") and a Bachelor's degree from the University of Miami. Prior to joining Merrill Lynch Wealth Management in 1996, he held positions including President and Regional Managing Director of Bankers Trust Company's Southeastern U.S. Private Advisory Services division, President and CEO of Americas Capital Management, Private Wealth Advisor at Goldman Sachs & Co., and Senior Vice President and Area General Manager for Bank of America's corporate and institutional finance, retail banking, and wealth management activities in various countries. John is fluent in English and Spanish and has a working knowledge of Portuguese. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, philanthropic planning, special needs planning strategies, women and wealth, and tax minimization. Outside of his professional role, John enjoys music, running, spending time with his family, and traveling.

Alexandre Venot is a financial advisor with Edward Jones in Coral Gables, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Oxygen Development LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,000 financial advisors.

Nicholas Sorrillo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes nearly a decade at Charles Schwab and roles at JPMorgan Chase Bank. Outside of finance, he is an owner and partner in two restaurants, including a jazz lounge in New York. J.P. Morgan Securities 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 in their recommendations.

Isabel Peralta Vidal is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with J.P. Morgan since 2016. Outside of her advisory role, she is a partner in House 2 Home, a home décor business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Esteban Prellezo is a Private Wealth Advisor at Merrill Private Wealth Management. Since beginning his career at Merrill in 1984, he has focused on assisting families and business owners with financial decisions that align with their most important priorities. He collaborates actively with his clients to help them achieve financial freedom, well-being, and legacy. Esteban's expertise encompasses areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, legacy planning, philanthropic planning, and tax minimization. He holds a Bachelor's degree from the University of Miami, and he has earned the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations through the Investments & Wealth Institute. He is also a member of the Investments and Wealth Institute professional organization. Fluent in English, Spanish, and Portuguese, Esteban integrates his knowledge and credentials to support the diverse needs of his clients.