Jorge Medrano is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Horizon Bank and Wells Fargo Bank. Outside of finance, he works as an independent contractor for GT PRO, a live events production company where he serves as an in-room producer managing audio and lighting for live events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to support model asset allocations and incorporates broader derivatives and commodities capabilities.

Matias Santo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and the University of New Mexico Anderson School of Management prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Tomas Hrabec is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Chase and McNair and Associates. Outside of finance, he was involved with Sus-Hi Eatstation from 2020 to 2023. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and an integrated operational structure.

Larissa Gomez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMorgan Chase Bank and participated in campus recreation at Pennsylvania State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

James Williams is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley since 2019. Prior to that, he held roles at Boston College and Investec. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s models.

Maria Curbelo Miro is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing from 2019 to 2021. Maria is a co-owner of an inherited apartment in Brazil. 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 planning process supported by proprietary tools and market analysis.

Spencer Paulson is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Caryt and Company Inc. and various logistics firms. 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 manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Maria Diaz is a Series 66-licensed financial advisor at Morgan Stanley in Miami, FL, with 18 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, Diaz is involved in managing rental property investments and serves as the manager of OTIN LLC, a real estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that offers a comprehensive range of financial planning and investment services to individual and institutional clients. The firm employs structured planning tools and investment modeling to support tailored financial strategies.

Giuliana Rubenich is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at UBS Financial Services, BB Americas Bank, and Banco Itau SA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by proprietary tools and investment modeling.

Alfredo Baez is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with services tailored to client discretion and needs.

Eduardo Bonilla is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Raymond James and its affiliates since 2013, with earlier experience at Morgan Keegan & Company, LLC and Amfin Investment Services, Inc. Outside of his advisory role, he manages a rental real estate business through a revocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Camile Infante is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials. Camile began their advisory career in 2026 and has prior experience at Sanctuary Securities, Azimut Investment Advisors, TD Bank, and WSFS Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Daniel Castelblanco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65, 66, and 63 licenses. Prior to his current role, he worked at Morgan Stanley and has been involved with several entities including Dipa Pets Inc and BioCiclo S.A.S. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Mateo Borja is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2022 and previously held roles at Jefferies LLC and Credit Agricole. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations and a broad range of capital markets services.

Brendy Kamba is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, Kamba worked at the University of Florida and held various other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Ana Orriols is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at UBS Financial Services, Inc. and Bank of America, N.A. Outside of finance, her background includes roles at Project Olas and Spazio Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christeen Hermina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo since 2015, including her current role at Wells Fargo Clearing since 2021. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jonathan Kornberg is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following a year at Raymond James. He has prior experience with various projects and enterprises, including Raised in Space Enterprises. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and custom performance reporting. The firm’s investment approach combines quantitative and qualitative research, incorporates ESG frameworks, and includes derivatives and commodities capabilities.

Mikaela Gaona is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and the University of Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Lori Monaco is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Ms. Monaco is also a real estate agent with Fortune International. 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 a structured process focused on long-term outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.