Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. 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, institutions, pension and profit-sharing plans, and charitable organizations with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

Jacqueline Schleimer is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a range of portfolio management styles.

Nick Mazzurco is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for seven years before joining Wells Fargo Clearing in 2018. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jane Zimmerman is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with UBS since 1994. Outside of financial services, she is the president of NJ Photographics, a commercial photography business. 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 utilizes proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Edward Salas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored family and business wealth planning strategies for affluent clients. His approach emphasizes connecting clients with the people, plans, and processes that align with their unique ambitions, addressing areas such as corporate benefits, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. Edward began his career in 2000 at UBS and has since worked for prominent firms including JP Morgan and Wells Fargo. With over 10 years of experience in financial planning and family wealth management, he leverages his Series 7, 9, 10, and 66 FINRA registrations, Florida insurance licenses, and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) to serve his clients effectively. He holds a Bachelor's Degree from Arizona State University in History and is fluent in both English and Spanish. Outside of his professional work, Edward enjoys hiking, playing soccer, and spending time with his family.

Issis Rojas is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tyler Smillie is a CFP® with seven years of industry experience, currently working at J.P. Morgan Securities in Ft. Lauderdale, FL. He has previously held positions at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory role, he is involved in managing a rental property through Smillie and Son Management, LLC. J.P. Morgan Securities 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 in its investment recommendations.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles at Tesla, the U.S. Army, and involvement in a family-owned business, Mama Asian Noodle Bar LLC. He has also spent time in academic settings, including the University of North Carolina Chapel Hill. 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 recommendations.

Tracey Keith is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is involved with Quick Drop International as an area developer and performs bookkeeping duties, and she is a non-working officer at a real estate brokerage firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

Jared Finkelstein is an International Wealth Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2014. Jared focuses on developing tailored wealth management strategies designed to help affluent individuals move closer toward their financial goals. Jared holds a Bachelor's degree in Accounting from Rutgers University and received a Certificate in Financial Planning from New York University. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jared is also recognized as a Personal Investment Advisor (PIA) and holds a designation in Sports & Entertainment (SE). He resides in Miami, FL, and is involved with the Alzheimer’s Foundation of America.

Francisco Baguer is a financial advisor with Cetera holding a Series 65 credential and 42 years of industry experience. His work history includes tenure at VOYA Financial Advisors and InsurAmerica, as well as self-employment since 1984. He is also an independent insurance agent focused on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and third-party money managers.

Iriz Aldabert is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Wells Fargo. Aldabert is based in Aventura, FL. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Diaz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving high net worth individuals, family offices, non-profits, and corporations with wealth management strategies since 1987. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), which he obtained in 2001, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and credentials in Sports & Entertainment (SE). David's expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. He earned a Bachelor's degree from Florida State University. Residing in South Florida with his wife and three children, David is active in his community through his church and his children's schools. His personal interests include baseball, camping, fishing, hunting, reading, spending time with family, and traveling.

Gabriel Baptista is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Interactive Brokers LLC, Banco do Brasil Americas, and Samsung SDS America, Inc. His professional background also includes roles at Florida International University and other firms. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricio Salvidea Rodriguez is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Morgan Stanley for four years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances.

Joseph Bowden is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management, one of the world's top wealth management firms. He focuses on a planning and process-driven approach to advisory services, aiming to meet the diverse financial needs of individuals and companies through a single relationship. Joseph emphasizes personalized financial strategies designed to help clients pursue their long-term goals by addressing key considerations such as risk tolerance, tax optimization, lending options, and institutional retirement plan services. With over 15 years of experience in investment and lending, Joseph has concentrated on commercial loans through Bank of America, including both recourse and non-recourse lending. He collaborates with the Private Bank's Institutional Investments & Philanthropic Solutions group to provide tailored advice to endowments and 501(c)(3) charities. His expertise is further demonstrated by his multiple professional designations, including Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). Additionally, he was named to the 2024 Forbes "Best-in-State Wealth Advisors" list. Joseph holds a Bachelor's Degree from Weber State University and a Master's Degree from Florida International University. He is involved in professional organizations such as The Church of Jesus Christ of Latter-Day Saints and participates in community activities including the Boy Scouts of America. His personal interests include boating, chess, hiking, music, racquetball, running, skiing, soccer, spending time with family, and watching movies.

Gina Ferreira is a financial advisor at Raymond James & Associates with 11 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, she worked at Jefferies Investment Advisers LLC and Jefferies LLC from 2023 to 2026, and at Morgan Stanley Smith Barney LLC and related Morgan Stanley entities from 2016 to 2023. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary advisory approach.