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 at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Goldman Sachs and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 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 an ESG eligibility framework in its investment process.

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 credential and one year of industry experience. She has previously worked at AltamarCAM Partners and held roles at Alnylam and Bicon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Riano Torrens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Raymond James since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

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 and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and FitzRoy Investment Advisors. She also worked at Rodan and Fields from 2021 to 2024. 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, charitable organizations, and governmental entities, offering financial planning and investment consulting through various specialized programs.

Vanessa Ceravolo is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America N.A. and Merrill since 2015. Merrill, along 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Wilson is a Series 66-licensed financial advisor with Charles Schwab in Coral Gables, FL, and has nine years of industry experience. His career includes two years at Citi before joining Charles Schwab in 2016. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios, alternative investment options, and integrated brokerage, custody, and advisory services.

Mitshel Lavander is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gustavo Llorente Bruzual is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at various entities within the J.P. Morgan organization since 2014, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommending investment strategies.

Roberto Reyes is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He worked at L&V Trading from 2013 to 2020 before joining UBS Financial Services, where he has been since 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Ethan Tierno Lauer is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience with Landmark Properties, the YMCA, Florida State University, and various educational institutions. Raymond James & Associates is a large 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.