Dana Winters is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles, including positions at Chopra Global Inc and Thrive Global Inc prior to joining J.P. Morgan. Winters is based in Miami, FL. 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 applying an ESG eligibility framework in investment recommendations.

Nelson Broncano is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Merrill since 2006. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Raul Ordoqui Gattorno is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Lokation Real Estate, Castle Group, First Service Residential, and Prospect Equities Real Estate Corp. 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 institutions.

John Huseby is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, providing tailored financial planning and disciplined investment management to help clients make informed decisions. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. John holds a Bachelor's Degree from the University of East London and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on tax-efficient strategies and helping clients organize complex financial situations into clear, actionable plans. He is committed to helping clients build confidence in their financial futures through thoughtful advice and personalized planning. Outside of his professional work, John has personal interests that include adventure sports, boxing, chess, golfing, spending time with his family, tennis, and yoga.

Jose Arredondo is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Juan Guarin Calle is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2021. Prior to his current role, he worked at Genius Sports from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

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.

Daniel Stabile is a Series 66-registered advisor at Fidelity with one year of industry experience. His prior positions include roles at Insight Global, West Marine, and Haight and Ashbury. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Carlos Massana is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Peter Millar, Civitas Institute, and the University of North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and maintains a distinctive advisory role with multiple registered investment companies.

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.

Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.

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.