Andre Bekerman is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Lendbuzz, Humana, Bradesco Bank, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

Michael Berez is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to his tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes, focusing primarily on an advisory role without providing individual security recommendations as part of standalone financial plans.

Moises Alfonso is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and having 24 years of industry experience. He has worked with Primerica Financial Services since 2001 and PFS Investments Inc. since 2010. Outside of his advisory roles, he serves as Chairman of the Board for Team Paradise, Inc., a nonprofit organization. Primerica Advisors provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports its services with custodial and trade execution partnerships.

Christopher Angery is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and 8 years of industry experience. He has worked at Merrill since 2017 and previously spent two years at Bank of America. Outside of his advisory role, he is a 33% owner and manager of a family-owned auto repair business, CUTLER AUTO TECH LLC. 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 developed by internal and third-party managers.

Lourdes Maria Martinez is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Her prior experience includes roles at Allaria Securities LLC, CGIS Securities, JP Morgan Chase Bank, and Florida International University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support clients' financial goals.

Peter Corvi is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan affiliated firms since 2005. Based in Miami, FL, he has worked at J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Robert Oliva is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and offers broad retail and institutional investment solutions.

Gary Cooper is a financial advisor with UBS Financial Services in Sunny Isles Beach, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Theodore Kerr is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He spent 25 years at Touchstone Capital, Inc. and 17 years at Commonwealth Financial Network prior to joining Raymond James. Outside of advisory services, he owns and manages several businesses including an aircraft leasing company and a consulting firm focused on advisor-to-advisor services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs analytical tools and tailored planning approaches to support client goals and offers unique advisory programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Fisher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has prior work experience at AXA Advisors, AT&T, Lockheed Martin, and Penn State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm employs a client-centered approach that involves assessing risk tolerance and matching clients to investment models or discretionary managers, utilizing both proprietary and third-party programs.

Luis M. Posse is an International Wealth Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. He has specialized knowledge in wealth structuring and delivering financial strategies for large international families and companies. Luis began his career at Merrill Lynch Wealth Management in 2001, providing financial advice to large institutions, insurance companies, and pension funds. His institutional expertise has enabled him to cater to both international and domestic private clients. By the end of 2012, Luis advanced to the role of Senior Vice President at Merrill Lynch, becoming one of the youngest to hold this position at the firm at the time. Prior to his tenure at Merrill Lynch, he worked at Banco Liniers Sudamericano and Argencard S.A. in Buenos Aires. Luis holds a Bachelor of Science degree in Business Administration from the University of Colorado at Boulder and is a Personal Investment Advisor (PIA). He is fluent in English and Spanish. Originally from Argentina and educated in both Europe and the United States, Luis currently resides in Key Biscayne, Florida. Outside of his professional pursuits, he engages in activities such as snow skiing, golfing, and kite surfing.

Debora Castany is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Sanders Capital LLC. Outside of finance, she has been involved with Castany Enterprises since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Juan Benjumea is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., 24 Hour Fitness, Footaction Inc, and Broward College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eleazar Ayala is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 10 years of experience in the financial services industry. Since joining Merrill Lynch in 2022, Eleazar has developed tailored financial strategies to help clients pursue their personal and long-term goals. His expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Before joining Merrill Lynch, Eleazar held numerous roles over a span of more than nine years at another financial institution. He possesses the Series 7 and Series 66 FINRA registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eleazar earned an associate's degree and a bachelor's degree from Broward College, as well as a high school diploma from South Miami High. Fluent in both Spanish and English, he balances his professional career with personal interests such as baseball, basketball, football, music, cooking, traveling with his wife Andrea and their two daughters, and supporting local sports teams.

Jacques Kaswan is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan, Sunrise Securities, and Financial Partners Capital Management. Kaswan also spent five years affiliated with Yeshiva University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Carlos Lopez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and National Securities Corp. Lopez is based in Miami, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jorge Remotti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America/Merrill Lynch, IFB Wealth Management, and Wells Fargo Bank. Outside of finance, he is the owner and partner of Remotti Entertainment Services, where he performs live music at contracted events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence with quantitative and qualitative research and incorporates ESG criteria, supported by broad derivatives and commodities capabilities.

Antonella Siari is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation. Prior to joining J.P. Morgan, she worked at HSBC, Societe Generale, and other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process, offering access to a broad range of investment strategies including derivatives and commodities.

Hope Turock is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Geraldo Mendoza is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.