Gregoire Coudert is a financial advisor at UBS Financial Services with two years of industry experience. He has worked with UBS entities in France and Monaco since 2015 before joining the UBS Financial Services team in Coral Gables, Florida. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment strategies.

Antonio Garcia is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera Investment Advisors LLC since 2014. Prior to that, he has worked at Cetera Investment Services and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Isabella Camacaro Gomez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Her work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. 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.

Pedro Torres is a financial advisor at Ameriprise with 26 years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Principal Life Insurance Company. Torres also serves as a temporary member of the grievance committee for the 11th Circuit, Dade County, Florida Bar. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options. The firm’s investment approach integrates proprietary research and third-party data within a framework that includes affiliated product options and specific enrollment criteria.

Isaac Chattaj is a financial advisor at Group U, LLC with one year of industry experience and holds a Series 65 designation. He has worked in media and education roles, including positions at Universidad Anáhuac México Norte and Mexiquense TV. Outside of his advisory role, he is the founding partner and CEO of INVESTU, a registered investment advisor based in Mexico. Group U, LLC is an independent firm.

Jeffrey Jacobs is a financial advisor based in Miami, FL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has operated his independent firm, Jeffrey R. Jacobs, CPA, since 1991.

Jorge Aroche is a financial advisor at Globalinvest Financial Services, Inc. in Coral Gables, FL, with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Globalinvest since 2010. Globalinvest Financial Services is an independent firm with a single advisor.

Ian Tacher is a Certified Financial Planner® with 18 years of industry experience. He is currently with Integra Wealth, an independent firm he joined in 2024. His prior experience includes roles at Northwest Asset Management, Bank of America, and Merrill. Outside of advisory work, he also provides long-term care and life insurance services. Integra Wealth operates as an independent firm, serving clients with personalized wealth management strategies.

Albano Paulo is a financial advisor at Albatroz Capital with four years of industry experience. He holds a Series 65 designation and has worked at Albatroz Capital and its affiliated entities since 2014. Outside of his advisory role, Albano serves on the boards of GAIA Candle Co, an online candle retail business, and Contour Fence NW LLC, a fence installation company, where he is involved in financial guidance and strategic oversight. Albatroz Capital is an independent firm based in Key Biscayne, FL, serving clients with personalized investment management and advisory services.

Israel Guitian Jr. is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 35 years of experience in the financial industry. He is the sole advisor at Guitian Wealth Management, LLC, an independent firm based in Coral Gables, FL, where he has worked since 2014 in various capacities. Guitian Wealth Management serves clients with personalized wealth management strategies tailored to individual needs.

Julio Lage is a financial advisor with Belvedere Wealth Advisors LLC in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Morgan Stanley and Merrill. In addition to his advisory role, he serves as CEO of Belvedere Wealth Advisors LLC and owns several related business entities, including firms operating in Brazil. Belvedere Wealth Advisors LLC is an independent firm focused on wealth management services.

Pedro Ortiz Vandergrift is a Series 65 credentialed financial advisor with eight years of industry experience. He has been with Campbell Williams, Inc. in Coral Gables, FL since 2016. Campbell Williams, Inc. is a small firm supporting two advisors and serves clients with personalized investment guidance.

John Roesset is a CFA® charterholder with 18 years of experience in financial advising. He is currently with Conscientia Family Office, LLC and also serves as Owner and President of JRR Asset Management, LLC, which he has led since 2017. Prior to joining Conscientia, he worked at Greytown Advisors Inc. and BigSur Wealth Management, LLC. Conscientia Family Office, LLC is a supported firm with two advisors that provides wealth management services to families, focusing on a personalized approach to financial planning and investment management.

Cecilia Brandileone is a financial advisor at Conscientia Family Office, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Big Sur Partners LLC for five years. Conscientia Family Office serves a select client base with a supported advisory model.

Talha Syed is a CFP® professional with seven years of industry experience. He is a partner at Stonewealth Advisors, LLC, where he has worked since 2018, and also co-manages Syed Manrara & Associates, LLC, an accounting firm providing accounting and tax services. Prior to this, he worked at Millares & Company, Inc. for five years. Stonewealth Advisors, LLC is a small, supported advisory firm based in Coral Gables, FL.

Daniel Orona is a CFP® with 10 years of industry experience, currently serving at Stonewealth Advisors, LLC since 2020. His prior experience includes roles at MMG Equity Partners, BigSur Wealth Management, and Millares & Company. Outside of advisory work, he is President of Orona & Associates, P.A., an accounting and tax services firm. Stonewealth Advisors, LLC is a small firm based in Coral Gables, Florida, providing financial advisory services with a supported firm structure.

Hadley Williams is a financial advisor at Campbell Williams, Inc. in Coral Gables, FL, with 29 years of industry experience. He holds a Series 65 designation and has been with Campbell Williams since 1995. Additionally, he serves as president of International Growth Resources Corp., a consulting and administrative services firm he has led since 1993. Campbell Williams, Inc. is a small advisory firm with two advisors that offers supported services.