Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Agustin Sola is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing and Grupo Supervielle. His background also includes academic roles at UNC Chapel Hill and Universidad Torcuato Di Tella. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Marcelo Quadros is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Banco Santander International, Banco Santander, and Correct Craft Holding Co LLC prior to joining J.P. Morgan Securities. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rodolfo Milani is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Milani serves on multiple nonprofit boards, including as President of Friends of UFM, which supports a university in Guatemala, and as Chairman of the Churchill Society of South Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Michael Keating is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trading.

Bernardo Waincier is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, with prior roles at Raymond James & Associates and other positions. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes applying an ESG eligibility framework and offering non-discretionary advice through a select group of Wealth Advisors.

Leslie Garcia is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Brokerage Services and in the restaurant industry. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, utilizing structured discovery processes and firm-approved planning tools to support tailored financial plans.

Dan Bonsanti is a financial advisor with Primerica Advisors in Cutler Bay, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner and president of Dabon Music LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Maria Leon Valero is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, following three years at Banesco USA. 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 to inform its recommendations.

Daniela Hurtado Mur is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Best Buy and Florida International University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Juan Sanchez is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. since 2017 and has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlos Arango is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Morgan Stanley in Coral Gables, FL, where he has worked across various divisions since 2011, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was with UBS Financial Services for nine years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach involves structured discovery conversations and firm-approved tools, with a range of offerings that include retail and institutional investment solutions as well as private funds and commodity-related activities.

Jorge Gamarra is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America, N.A. since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Moises Alfonso is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been affiliated with Primerica Financial Services since 2001 and leads Momentum Enterprises, Inc., an investment-related business. Alfonso also serves as chairman of the board for Team Paradise, Inc., a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Christopher Angery is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017 after working two years at Bank of America. Outside of advising, he is a part-owner and manager of a family-owned auto repair business, CUTLER AUTO TECH LLC, based in Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2005 and at J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Hilda Romagosa serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of financial professionals focused on delivering a differentiated client experience and fostering a high performance work culture. Her leadership emphasizes empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Hilda's experience at Fidelity Investments spans over two decades. She held the role of Vice President and Financial Consultant from 2001 to 2021, served as an Investment Consultant between 1999 and 2001, and began her career as a Financial Representative from 1995 to 1999. Outside of her professional responsibilities, Hilda has interests in cooking and baking, fitness, and music.

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.