Rui Forcada is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Deutsche Bank Trust Co, HSBC, and DB USA Core Corporation. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Rui Tavares is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS and its affiliated entities since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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.

Tamir Levi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was affiliated with Weinrebs Judaica and Yeshiva BeisMordechai. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Carlee Ballard is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, her background includes positions at UBS Financial Services and experience in education at Northborough Southborough Public Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers a range of services delivered by a select group of Wealth Advisors on a non-discretionary basis.

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

Astrid Nino is a Series 66-credentialed financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved as a manager and registered agent for Kubik Miami LLC, a real estate holding company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Anthony Dominguez is a financial advisor with Merrill and holds a Series 66 credential. He has 12 years of industry experience, including roles at Bank of America since 2016. Outside of his advisory work, he is the managing member of a joint venture focused on building houseboats for vacation rentals. 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 institutional investors.

Sergio Alvarez Vicuna is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank from 2011 to 2019 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2019. Outside of his advisory role, he is involved as a landlord in real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Alegria is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2015 and was previously with RBC Capital Markets from 2011 to 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Carolyn Asencio is a Series 66 licensed financial advisor with UBS Financial Services, where she has worked since 2015. She has 14 years of industry experience and serves clients from Ft. Lauderdale, FL. She is a member of the board of directors for SOS Children's Villages - Florida, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research to tailor advice to clients’ goals and risk tolerances.

Eduardo Castro is a financial advisor at Morgan Stanley with 22 years of industry experience. He has previously worked at Wells Fargo Clearing and Deutsche Bank Private Banking and Securities. Castro serves on the board of the Colombian American Chamber of Commerce in Miami and is involved with the Strenght and Faith Foundation, a health and welfare nonprofit. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and investment analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Miguel Monnichmeyer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Wells Fargo Clearing, and HSBC Securities during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Claudia Palombo is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment programs. The firm employs a structured planning process supported by proprietary tools and offers diverse services including wrap programs and access to private funds.

Jamilet Reynoso is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Richard Akirmaian is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Prior to that, he spent 18 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he is involved in an independent insurance business focusing on life insurance, fixed annuities, and long-term care. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and delivers written recommendations, offering asset management, wrap programs, and educational seminars.

Ezequiel Freiman is a Financial Advisor with the MAB Group at Merrill Wealth Management in Aventura, Florida. In his role, he works with individuals, families, and business owners to help them build and manage their wealth through personalized financial strategies. He collaborates closely with clients, drawing on the collective experience of his team and the resources of Merrill Lynch Wealth Management. Prior to joining Merrill, Freiman spent six years at Amazon and Amazon Web Services in finance and accounting roles focused on financial analysis, forecasting, and planning. He holds a Bachelor's Degree from the University of Central Florida and has completed all required licensing and training to be a fully accredited Financial Advisor. Freiman is a Personal Investment Advisor (PIA) and is a member of the professional organization Alpha Epsilon Pi. Outside of his professional work, Freiman participates in community activities, including involvement with Colel Chabad. He speaks English, Spanish, and Hebrew, and his personal interests include boating, cooking, rock climbing, running, spending time with family, watching movies, and yoga.

Richard Corbet is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at E*Trade Securities and National Financial Network. He also has experience outside finance, having worked with Polly's Dock and Clam House. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm utilizes structured planning tools and offers various investment products alongside advisory services.

Jonathan Muina is a Series 65-licensed financial advisor at Osaic Wealth with one year of industry experience. His prior roles include positions at Brady Financial, Tapfin/EY, Banco Popular North America, and Federal Express Corporation. He also has experience working in staffing services and education. Osaic Wealth serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Ahmed Roshdy is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase and Insigneo Advisory Services LLC. Outside of finance, he is involved with the Plantation Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers various investment and advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices.

Juan Morales is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Citigroup. Outside of finance, he has experience with United Parking Group LLC and Wing Tel Inc. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and firm-approved tools to support its financial planning process.