James Lambert is a financial advisor with RBC Capital Markets in Miami, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he owns a holding company that occasionally charters day trips for family members. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party managers.

Gardenia Leon Nickel is a financial advisor at Equitable Advisors with 35 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 1999, including during the firm's period as AXA Advisors. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and is a Trustee Diplomat and member of the Coral Gables Chamber, participating in networking and educational events. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as both an SEC-registered investment adviser and a broker-dealer.

Kim Shechtman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and four years of industry experience. Prior to joining Raymond James in 2021, Kim was self-employed for three years and has held roles at Thrive Global and Mildstorm LLC. Kim serves on the board of Kristi House Children's Advocacy Center, contributing to planning, organizational management, and financial oversight. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Andres Galvez is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Santander Securities, Santander International Private Banking, Bank of America, Merrill Lynch, and Robert Half International. 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 government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diana Rodriguez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. With over 24 years of experience in the financial services industry, she focuses on advising corporate executives, business owners, and retirees on retirement planning, asset preservation, tax minimization, and estate planning in collaboration with estate attorneys and tax professionals. Diana holds multiple professional designations, including Certified Investment Management Analyst (CIMA) and Retirement Accredited Financial Advisor (RAFA). She earned both her Bachelor's and Master's degrees in Accounting from Florida International University and previously worked at PricewaterhouseCoopers, LLP, where she specialized in audits within the Financial Services market. Diana is fluent in English and Spanish and emphasizes understanding clients' full financial pictures to develop strategies aligned with their personal and professional goals. Outside of her professional role, Diana is actively involved in her community, participating in charitable organizations linked to Merrill's commitment to community service. She also enjoys running, including marathons, and spending time with her family.

Luis Chitiva is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in roles including Planning Consultant, Relationship Manager, and Workplace Planning Consultant. Luis focuses on understanding his clients' financial needs and aligning resources to help meet those needs. He works collaboratively with clients to develop personal, flexible, and comprehensive financial strategies designed to provide confidence in their financial plans. Throughout his career at Fidelity, Luis has supported clients leading complex and busy lives, aiming to reduce financial stress through tailored planning. His professional experience spans various consulting and relationship management roles within the company, emphasizing client-centered financial planning. Outside of his professional responsibilities, Luis enjoys beach activities, hiking, kayaking, movies, music, and soccer.

Beylli Meza is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate partnerships.

Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Luis Munoz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Cetera and Regions Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and utilizes research and analytics to support diversified, modern portfolio approaches.

Edward Bastidas is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and recommendations for high-net-worth global families and their businesses. His areas of focus include Global Investment Management, International Trust and Estate Planning Services, as well as Liability and Risk Management. Edward began his career in the financial services industry in 1998 at Merrill Lynch Wealth Management and rejoined the firm in 2010. Over the past two decades, he has gained experience in Corporate Finance, Mergers & Acquisitions, and Financial Services, which provides him with a broad perspective for evaluating and executing strategic plans. He holds a Bachelor of Arts degree in Finance from Florida International University and an M.B.A. from The Kelley School of Business at Indiana University. Outside of his professional role, Edward is involved in his church community. His personal interests include baseball, basketball, chess, football, reading, skiing, soccer, spending time with his family, traveling, and watching movies.

Jorge Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial strategies that align with clients' goals, objectives, time horizons, and risk tolerance. Jorge works primarily with high-net-worth families, guiding them through all phases of wealth accumulation, preservation, and transfer. His services include portfolio and liability management with a focus on tax-efficient lifetime retirement income, as well as areas such as college education planning, family wealth management, retirement income, and international wealth management. He holds a Bachelor's Degree from the University of Florida, where he completed double majors in finance and marketing. Jorge also earned the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute in conjunction with the Yale School of Management. In addition, he holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jorge is fluent in English and Spanish. Beyond his professional responsibilities, Jorge participates in community civic organizations including Be the Light, Habitat for Humanity, and Kiwanis, as well as his alumni associations. His personal interests include baseball, biking, boating, camping, golfing, scuba diving, and traveling.

Brandon Cuenca is a financial advisor with Merrill in Miami Beach, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo, and Bank United. 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, and various institutional entities.

Alejandro Hasegawa is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James & Associates, Insigneo Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is the sole owner and director of Miami Card Legends LLC, a collectibles business. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Carlos Bonzon Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Bonzon serves as a board member of the Bonzon Family Foundation, Inc., a nonprofit focused on education and medical causes in Pinecrest, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by approved tools and serves clients through both direct engagement and corporate financial planning agreements.

Eduardo Delgado is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Newlink Communications Group Inc., Caserta and Spiriti Attorneys at Law, Dicks Sporting Goods, and Miami Dade College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Brian Klein is a financial advisor at Merrill with Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Merrill in 2019, he worked at Bb&T Securities and Wells Fargo-affiliated firms. Outside of his advisor role, he is involved in a family business related to purchasing a local racing horse. 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.

Carlos Cuesta is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Holian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Holian is also the owner of Griffin Planning, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.