Jordan Starr is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He has ownership interests in non-investment-related holding companies, Starr Blum Holdings LLC and StarrShip Enterprises, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Serre Murphy is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 34 years of experience in wealth management and banking. Based in Coral Gables, he works closely with clients in Coral Gables, Miami, and greater Miami-Dade County, focusing on areas such as Divorce Transition Planning, Managing New Wealth, and Portfolio Management Services. He collaborates with a team of advisors and client associates to provide comprehensive and continuous relationship building. Mr. Murphy holds a Bachelor's Degree from Lake Forest College and an MBA from the University of Miami. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Throughout his career, he has worked with firms such as The Bank of New York, NeubergerBerman, Charles Schwab & Co., Inc., and The Northern Trust Company. Outside of his professional work, Mr. Murphy is involved with the community organization Breakthrough Miami and is a member of professional organizations including the Coconut Grove Sailing Club, Knickerbocker Club, and Riviera Country Club. He enjoys activities such as baseball, billiards, bowling, camping, golfing, hiking, reading, skiing, table tennis, and woodworking.

Pierre Rieumont is a CFP® credentialed financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities. His work history includes roles at JP Morgan Chase Bank and J.P. Morgan Securities dating back to 2010. Outside of his advisory role, he is involved in several real estate ventures as an owner and partner in multiple residential real estate entities. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision authority.

Daniel Brea is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at BNY Mellon for twenty years. Outside of his advisory role, he is the owner and president of DAB Capital Corp and serves as an independent contractor for Total View Advisors, where he manages portfolios, authors articles, and hosts events. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms with specialized programs and consulting services.

Natalia Paris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank since 2009. 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 affiliated brokerage, distribution, and investment management capabilities.

Fiorella Inurritegui is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

David Forgione is a financial advisor at LPL Enterprise with a Series 66 designation. He has one year of industry experience and previously worked at Pruco Securities LLC. Outside of finance, he has held roles in various businesses including Veryable, VIP Rental USA, Duffy's Sports Bar, and a parking management company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Cassandra Henning is a Financial Advisor with the Simmons Adessi Group at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management shortly after graduating from Georgetown University's McDonough School of Business. As a Team Financial Advisor, she focuses on understanding each client's personal and financial priorities to address needs ranging from near-term planning to long-term objectives such as retirement planning and wealth transfer. Cassandra leverages extensive resources from Merrill and Bank of America to develop tailored strategies that include investment management, retirement planning, trust and estate planning services, cash flow analysis, charitable giving, and education funding. She is particularly engaged in working with next-generation clients to help them navigate the complexities of wealth and build a secure financial foundation. Her credentials include passing the FINRA SIE Examination in May 2023, the FINRA Series 7 and Series 66 Qualification Examinations in August 2023, and holding a Florida Life, Health & Variable Annuity Insurance License issued in June 2025. Cassandra holds the Personal Investment Advisor (PIA) designation and is affiliated professionally with Merrill Lynch Wealth Management. In her personal time, she enjoys football, hiking, music, reading, running, tennis, and traveling.

Francisco Hernando is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of advisory work, he is involved in business ownership through Hernando & Horvath, LLC, and serves as president of FJ Hernando Inc., which is used for his own tax planning. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Tasciotti is a financial advisor with Mass Mutual Investors Services in Miami, FL, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services for 30 years. Outside of his advisory role, he serves as chairman and goodwill ambassador for Children's Resources, a school for developmentally disabled children. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate-settlement planning.

Victor Furniss is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated entities since 2015. Outside of his advisory role, he serves as Treasurer and Officer of Mason Lodge, where he manages financial records and authorizes transactions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform featuring various investment strategies and custody arrangements.

Benjamin Vilchez is a financial advisor with LPL Enterprise in Miami, FL, holding the ChFC® designation as well as Series 65 and Series 63 licenses. He has 16 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also participates as a speaker for Miami Dade County Public Schools, conducting seminars and workshops. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with brokerage and insurance product sales through an affiliated agency and operates a collateralized lending program.

Ferencz Horvath is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is involved in group health insurance through Horvath & Associates, Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered by a centralized consulting team.

Thomas Malkasian is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in the property and casualty insurance business through Thomas Malkasian Insurance Agency, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

Hugo Castro is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Castro serves as a board member of The Beacon Council, a nonprofit organization focused on economic development in Miami. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL Financial programs to implement client recommendations.

Rodrigo Taboada is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and service in the National Guard. He also worked at Block By Block from 2017 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Ellys Frias is a financial advisor with Raymond James & Associates in Hialeah, FL, holding a Series 66 credential and 12 years of industry experience. Prior to joining Raymond James, Frias worked for nine years at Morgan Stanley Smith Barney LLC. Outside of advising, Frias operates a KDP Amazon retail store that publishes activity books for children. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services, drawing on diverse portfolio management styles and a nationwide adviser network.

Luis Chiappy is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Deliverance Boating, LLC, a business activity unrelated to his financial services work. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Samuel Morady is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Lyft and Waste Cost Solutions. Outside of advising, he is involved in music as an artist and musician and hosts radio, TV, and podcast content through Sam Morady Finance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and various investment products through an integrated platform combining advisory and brokerage services.

Evelyn Cuadrado is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has been with Equitable since 2012, including her current role at Equitable Advisors since 2023. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.