Christian Maldonado is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Joseph Stone Capital, the University of Scranton, and The Estée Lauder Companies. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ahmed Malik is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2012. He specializes in advising families and small businesses on money management strategies and navigating potential pitfalls. His expertise includes asset management, trust and wealth transfer strategies, risk management, college and education planning, retirement planning, tax minimization strategies, credit and liquidity management, philanthropic services, and providing access to family offices and banking through Bank of America. Ahmed holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. in conjunction with Georgetown University. He also earned a Bachelor of Science degree in Finance from George Mason University School of Business. His client focus areas include college education planning, executive and equity compensation services, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Beyond his professional work, Ahmed is interested in basketball, biking, boating, camping, reading, and scuba diving. His approach centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them.

Angela Gomez is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at UBS, New York Life Insurance Company, and Eagle Strategies. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Fernando Garcia Morillo is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and bringing 30 years of industry experience. His career includes tenures at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Aside from his advisory work, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with activities such as principal trading and private fund relationships.

Jackeline Coronado Chaverra is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, with a four-year tenure at Wells Fargo Clearing from 2017 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and research.

Gaspard Crepy Dorleans is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2018, with prior roles including positions at Babson College and Gulliver Preparatory High School. Outside of his advisory work, he is the sole owner of Minime 99 LLC, a real estate business based in Miami, Florida. Morgan Stanley Wealth Management is a large institutional firm serving both individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm employs a structured planning process and offers services through a network of financial advisors while managing approximately $2.74 trillion in client assets.

Jimena Hails is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Hails provides coaching services to individuals through a separate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Andres Rubinstein is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Based in Miami, FL, he specializes in wealth management services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Mildred Lopez Legra is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and previously worked at Leader Global Solutions LLC and Florida International University. She is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research resources.

Robert Bolber is a financial advisor at Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked with Merrill since 1986 and also with Bank of America, Na since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Vitale is a CFP® and PFS™ with 27 years of experience in financial services. He is currently with Cetera and has prior experience at Avantax Investment Services and VF Wealth Management. Outside of advisory roles, he is a partner in a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Tessa McLeod is an Investment Consultant at Fidelity Investments, a role she has held since 2023. In her current position, she partners with clients to develop personalized financial plans tailored to their specific needs. Tessa works closely with clients to define their goals and assist them in creating actionable plans for their financial futures, including retirement. Her approach centers on collaboration and customization, ensuring that each plan aligns with the individual objectives of her clients. Outside of her professional work, Tessa has interests in movies, puzzles, reading, running, and traveling.

Alejandro Ramirez Del Villar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and focuses on creating strategic financial solutions tailored to high-net-worth individuals and their families. His approach considers clients' risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment goals to support both their short-term and long-term financial objectives. Alejandro graduated from the University of Florida in 2009 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish, reflecting his background of being born in Lima, Peru, and residing in South Florida for over 30 years. He is a member of the Greater Fort Lauderdale Alliance. Alejandro currently lives in Parkland, Florida, with his wife and two sons. He also provides clients access to Wealth Management Lending Officers from Bank of America, N.A., offering lending solutions integrated with overall investment strategies.

David Tescher is a financial advisor with LPL Financial in Hollywood, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Syracuse University, Related Group, EventBank, and Kaufman Organization. Outside of his advisory work, he is involved with New Era Coconuts, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools for operational and research support.

Katie Summe is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has held various roles within Fidelity since 2021, including Financial Representative and Relationship Manager, demonstrating her progression within the company. Her expertise centers on educating executives about utilizing Fidelity's tools and resources to optimize their financial relationships. She focuses on helping clients build financial frameworks aimed at achieving their personal and family goals. Outside of her professional role, Katie enjoys family activities and engaging in fitness pursuits such as Pilates, running, and swimming. She is also interested in exploring culinary experiences.

Barry Fadely is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and holds ownership roles in several independent advisory and insurance businesses. Barry also serves as a board member of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and other sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and platform options.

James Crowley is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding a Series 66 designation. He has experience working at several firms, including Cantor Fitzgerald and Lombard Forte Securities Ltd., and joined J.P. Morgan Securities in 2025. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Guillermo Arenas is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Cetera Investment Services, Regions Bank, Citigroup Global Markets, Citicorp Investment Services, and Ameriprise. He is based in Plantation, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Evelyn Perez is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Prudential Insurance Company of America and JPMorgan Securities LLC. 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 grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

William Saunderson Jr. is a financial advisor at Wells Fargo Clearing in Fort Lauderdale, FL, holding a Series 63 designation with 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it serves as an ERISA fiduciary when providing investment advice.