Rodrigo Azevedo is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked within various divisions of J.P. Morgan since 2015, including JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.

Luca Majic is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and Global Investment Committee insights.

Jhonne Alexandre is a financial advisor at Raymond James Financial with 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Alexandre is also an associate at PGW Advisors in Miami, where he contributes significant hours as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Rafael Sagarbarria is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and HSBC Private Bank. He is based in Coral Gables, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, wrap fee programs, and institutional fiduciary solutions.

Rene Marin is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Citi Private Bank and Citigroup and has held roles at IHS Markit and MThree Corporate Consulting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he has been involved with Miami Golf for over a decade. Raymond James & Associates, Inc. is a large 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Adriana Martinez Sarson is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 15 years of industry experience. She previously worked at Merrill from 2016 to 2023 before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Richard Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following three years at Citi Bank. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that integrate planning with investment management and other financial products.

Juan Martin Gonzalez Acosta is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and two years of industry experience. He has been associated with JPMorgan Chase Bank since 2016. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jorge Medrano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at First Horizon Bank and Wells Fargo Bank. Outside of his financial advisory role, he works as an independent contractor for GT PRO, a live events production company focusing on audio, lighting, and broadcast management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matias Santo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and the UNM Anderson School of Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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 credential and approximately one year of industry experience. She previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of finance, she has experience in campus recreation at Pennsylvania State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 with Morgan Stanley in Miami, FL, holding Series 65 and Series 63 licenses and having five years of industry experience. She previously worked at Wells Fargo Clearing from 2019 to 2021. Outside of her advisory role, she is a co-owner of an inherited apartment in Brazil with her siblings. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Spencer Paulson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Assurance Dimensions, Caryt and Company Inc., and various logistics and accounting 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 credentials and has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.