Olivia Connor is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Adams Gallinar PA and Norwegian Cruiselines, as well as involvement with the Key Biscayne Tennis Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Monica Quirante Morales is a financial advisor at J.P. Morgan Securities with Series 66 accreditation and two years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and Emory University. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Maria Castro is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with 15 years of industry experience. She has been with UBS International since 2010. Outside of her advisory role, she owns and operates The Organic Chicks, an informal business selling organic granola to friends and family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, delivering tailored financial plans and portfolio management supported by proprietary research and institutional trading capabilities.

Angela Scioscia Locantore is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at CBRE and has held roles at Plus One Holdings Inc. and Marin Sport Center LLC, which operated under the name 360 Energy in Motion. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages a broad array of client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Guilherme Aragao is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He holds Series 63 and Series 66 designations. 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, including tailored financial planning through dedicated Financial Advisors and Estate Planning Strategies, managing approximately $2.74 trillion in client assets.

Paul Greyson is a Financial Advisor at Merrill Lynch Wealth Management who partners with high-growth individuals and their corporations, focusing primarily on High-Earner-Not-Rich-Yet (HENRY) clients and Ultra-High-Net-Worth (UHNW) families. He leverages his personal experience as a former HENRY and a lifelong member of a UHNW family to inform his approach, treating clients with the same care and commitment he would his own family. Paul emphasizes the importance of candid, insightful advice and believes strongly in aligning his investment decisions with those of his clients. Prior to joining Merrill, Paul served as CEO and CIO of a boutique investment management firm specializing in a Long/Short U.S. equity hedge fund and previously worked at Morgan Stanley as a Registered Associate and Private Wealth Management Analyst. He holds a Bachelor of Science degree in Communications Studies from Northwestern University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul enjoys golfing, hiking, pickleball, rock climbing, skiing, tennis, traveling, watching movies, and spending time with his family. Since 2023, he has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami.

Katherine Lingle is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of her advisory role, she serves as a board member on the Endowment and Investment Committee at The Cushman School, overseeing approximately $750,000 in investments. 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 operates as both a broker-dealer and investment adviser, delivering recommendations through a centralized due-diligence framework while clients retain final decision-making authority.

Beatriz Correa is a financial advisor with J.P. Morgan Securities in Miami Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Agia, Valic, and FedEx Express. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michele Landa Brooker is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management and is a partner in a biotechnology venture fund. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

Charlotte De Martini is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Goldman Sachs for three years. She is based in Miami, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Gerald Broucek is an International Wealth Advisor with over 35 years of experience in the financial services industry. He specializes in wealth planning for high net-worth individuals and families, focusing on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. Gerald provides clients access to investment insights through Merrill Lynch Wealth Management coupled with banking services from Bank of America. Gerald holds a Bachelor of Arts degree from the University of Michigan’s College of Literature, Science and the Arts, concentrated in Economics and Finance. He also earned a Master of Business Administration from the University of Miami with concentrations in Marketing and Accounting. Gerald is a Personal Investment Advisor (PIA) and serves both international and domestic markets, advising a diverse client base and tailoring wealth management plans to meet their financial goals. Outside of his professional work, Gerald is involved in local athletics programs, coaching football, baseball, and basketball. He is an avid boater, fisherman, golfer, and tennis player. Gerald is a member of the Key Biscayne Yacht Club and Royal Palm Tennis Club. He is fluent in English and Spanish.

Sophia Iacovelli is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation. She joined J.P. Morgan Securities in 2026 and has prior experience working at Loyola Marymount University and various roles outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework in its investment approach.

Jose Padilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Goldman Sachs for three years before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Ana Maria Acuna is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Located in Miami, FL, her work is based within one of the largest wealth management firms in the industry. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Laura Angulo Lafaurie is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at AltamarCAM Partners and Alnylam, as well as an academic appointment at Northeastern University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Melissa Riano Torrens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance.

Milton Aponte II is a financial advisor with Wells Fargo Clearing in Miami, FL, holding Series 63 and Series 65 licenses and 23 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 discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mary Sanchez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She collaborates closely with her family members, including her mother, father, and uncle, to provide financial planning services. Based in South Florida with offices in Miami and Marco Island, the team focuses on serving business owners, highly compensated executives, and divorced individuals. Her expertise includes complex income structures, tax exposure, deferred compensation, equity and liquidity event planning, partnership distributions, business succession, wealth transfer, and multigenerational estate strategies. Mary and her team adopt a personalized approach to financial planning, coordinating with clients' CPAs, attorneys, and other advisors to ensure comprehensive service. They offer guidance aligned with clients' income timelines and life events, including premier banking and customized lending solutions through Bank of America. Mary holds a Bachelor's Degree from Connecticut College and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She is an active member of the Junior League of Miami.

Mason Rodill is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fifth Third Securities, Bank of America, and Wells Fargo Bank. Outside of his advisory work, he owns MDR Enterprises LLC, a business focused on pet products. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Arguello is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and FitzRoy Investment Advisors. From 2021 to 2024, she was also involved with Rodan and Fields. Raymond James & Associates is a 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, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.