Leandra Kol is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Morgan Stanley in 2021. Outside of her advisory work, she operates an online resale business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and various investment products with approximately $2.74 trillion in client assets under management.

James Fritz is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and having 19 years of industry experience. His career includes ten years at TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Azury Puig is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. Puig has worked with PFS Investments Inc. and Primerica Financial Services since 2010, and is involved in sales of investment-related products as well as mortgage and home service referrals through affiliated companies. He is also a partner in Puig Corp, a legal entity formed for Primerica business purposes. Primerica Advisors is a large-scale advisory firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm uses model-based strategies managed by unaffiliated asset managers and provides trade execution and custody services via BNY Mellon Advisors and Pershing.

Mathias Schek is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials. He joined the firm in 2026 and has prior experience at several companies including BNY Mellon, NBCUniversal, and Asset Living. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Olga Mirsky is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

Jorge Lopez is a financial advisor at Morgan Stanley in Miami, FL. He holds the Series 63 and Series 65 designations and has worked in the industry since 2023. His prior experience includes positions at Banco Santander and Virtual INC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Hernan Tamayo is an International Wealth Advisor with extensive experience in wealth management brokerage and banking. Fluent in English and Spanish, he specializes in delivering financial strategies tailored to clients from diverse cultural backgrounds. Hernan focuses on areas including college education planning, family and international wealth management, legacy planning, philanthropic planning, socially responsible and ESG investing, as well as wealth planning for women, LGBT clients, and those in sports and entertainment. Hernan's educational background includes a Bachelor's degree from La Salle University and a Master's degree in Business Administration from IPADE. He holds the Personal Investment Advisor (PIA) designation. Throughout his career, Hernan has supported international families, entrepreneurs, and women investors in the USA and abroad, providing culturally sensitive and comprehensive financial guidance. In addition to his professional work, Hernan is involved with several organizations such as Locust Projects, Rubell Museum, The Bass Museum, and the US-Mexico Chamber of Commerce Inter-American Chapter, where he serves as a board member and President of the Women Committee. He also contributes to community efforts through the Global Empowerment Mission, the Mexican Consulate of Miami, and St Jude Hospital. Outside of his professional and community commitments, Hernan enjoys adventure sports, biking, cooking, dancing, music, traveling, and yoga.

Maria Strand is a financial advisor with Morgan Stanley in Aventura, FL, holding 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 15 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process centered on structured discovery and firm-approved tools.

Marisol Arroyo is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Gerard Hansen is a financial advisor with Merrill, holding a Series 63 designation and 28 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he is a managing member and owner of an LLC involved in online clothing and jewelry sales, and he holds a small ownership interest in an automotive towing business. 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 strategies for individuals, high-net-worth clients, and institutional investors.

John Moran is a financial advisor with Equitable Advisors in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His career includes roles at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, Herbert J Sims & Co, TD Ameritrade, Northwestern Mutual Investment Management, and Mesirow Financial. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.

Ana Camacho is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Mergium Advisors Inc. from 2018 to 2021. Prior to her financial career, she worked at Conjugate One Tecnologia Ltda. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and specialized tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Lucy Hernandez Bazalar is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, and has one year of industry experience. Her prior roles include positions at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she is the owner of Lulia Med Spa, a medical center in Lima, Peru, and is also an author, having written a book published on Amazon and other platforms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Dejan Bucevski is a financial advisor at Morgan Stanley in Miami, FL, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with Bank of America and Merrill from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Edward Kleinman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. 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, and municipal entities, and offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Eduardo Oliva is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and having 43 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is the owner of a real estate business on Singer Island, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

Gayle Waldon is a financial advisor with Fidelity, holding the Series 63, Series 65, and Series 66 designations and possessing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. She is currently based in Ft. Lauderdale, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in fund advisory, and deployment of AI in its investment process.

Douglas Martin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Citigroup Global Markets since 1994 and Morgan Stanley Smith Barney since 2009. Outside his advisory work, he is a general partner of a family limited partnership focused on investments. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations.

Daniel Hillis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A. Prior to that, he was involved with Thrive Financial Services, Thrive Insurance Group, and JPMorgan. Outside of his advisory role, he is a partner in a single-purpose LLC for personal watercraft ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Juan Garcia is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to his current roles at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning methods supported by its Financial Advisors and Estate Planning Strategies Group.