Gissell Vidal is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Pearce Klevan is a financial advisor and Senior Resident Director at Merrill's Miami at the Falls office. In this leadership role, he manages office culture and mentors team members. Pearce co-leads the Brunk, Klevan & Associates team, serving business owners, corporate executives, and high-net-worth families by providing comprehensive financial planning and investment management. With over two decades of experience, Pearce specializes in coordinating complex financial needs, including business lifecycle planning, liquidity management, retirement and estate strategies, and credit and lending solutions. His approach emphasizes planning and aligning the entire financial picture to help clients pursue their long-term goals rather than reacting to market fluctuations. He holds several professional designations including Certified Exit Planning Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and others. Pearce earned his bachelor's degree from Emory University and a master's degree from Dublin Institute of Technology. He is fluent in English and Spanish and has lived internationally. Outside of work, he is actively involved in his community, serving on boards of multiple charitable and school-based organizations. Pearce lives in Palmetto Bay with his wife and three children and enjoys activities such as scuba diving, marathon running, fishing, golfing, cooking, and traveling.

Guillermo Gallegos Binder is a financial advisor with OSAIC in Doral, FL, holding the CFP® and Series 66 designations and two years of industry experience. He previously worked with Securities America Advisors, Securities America, Inc., and OneDigital. Outside of his advisory role, he teaches business courses as an adjunct faculty member and tutors high school students in mathematics. He also plays guitar in the music ministry at a local church. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and automated tools.

Carlos Torre is an International Private Wealth Manager with Merrill Lynch Wealth Management, where he has been since 1994. He holds multiple FINRA registrations, including series 7, 31, 65, 63, 10, and 9, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Carlos has over 20 years of experience at Merrill, during which he served as Senior Resident Director - International, overseeing the Miami at The Falls office for 10 years. He was named to the Forbes Best-in-State Wealth Advisors list from 2018 through 2026 and was awarded the Merrill Title of Managing Director in 2022. Carlos earned his Bachelor's degree in Business Administration from the University of Miami and an MBA from Northeastern University. He is a qualified Portfolio Advisor capable of recommending individual or combined investment strategies, funds, or portfolios, including Merrill or approved third-party managers' options. His practice focuses on serving families by integrating investment advisory, estate planning services, complex cross-border wealth planning, retirement planning, banking services, and liability management. Fluent in English and Spanish, Carlos is involved in his community as a Boy Scouts of America troop leader and serves on the board for the House of Hope for Costa Rican Children. Outside of work, he enjoys boating, cooking, golfing, scuba diving, and spending time with his family.

Azury Puig is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Puig has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory services, Puig is involved in the sale of home security and automation products through affiliate companies and is a partner in Puig Corp, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Hernan Tamayo is an International Wealth Advisor with extensive experience in wealth management brokerage and banking. Fluent in English and Spanish, he specializes in delivering financial strategies tailored to clients from diverse cultural backgrounds. Hernan focuses on areas including college education planning, family and international wealth management, legacy planning, philanthropic planning, socially responsible and ESG investing, as well as wealth planning for women, LGBT clients, and those in sports and entertainment. Hernan's educational background includes a Bachelor's degree from La Salle University and a Master's degree in Business Administration from IPADE. He holds the Personal Investment Advisor (PIA) designation. Throughout his career, Hernan has supported international families, entrepreneurs, and women investors in the USA and abroad, providing culturally sensitive and comprehensive financial guidance. In addition to his professional work, Hernan is involved with several organizations such as Locust Projects, Rubell Museum, The Bass Museum, and the US-Mexico Chamber of Commerce Inter-American Chapter, where he serves as a board member and President of the Women Committee. He also contributes to community efforts through the Global Empowerment Mission, the Mexican Consulate of Miami, and St Jude Hospital. Outside of his professional and community commitments, Hernan enjoys adventure sports, biking, cooking, dancing, music, traveling, and yoga.

Javier Aviles is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies designed to address clients’ individual goals and changing market conditions. Javier provides access to Merrill’s investment insights along with the banking and lending solutions from Bank of America, assisting clients with comprehensive wealth management. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, services for defined benefit and defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Javier holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Florida International University. Fluent in both Spanish and English, he supports a broad client base. Outside of his professional work, Javier is involved in community volunteering aligned with Merrill’s tradition of service. He enjoys biking, running, and spending time with his family.

Manuel Alonso III is a financial advisor with Raymond James Financial Services Advisors, Inc. in South Miami, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual Life Insurance Co. He is also involved with The 401(k) Lab, a company he operates. 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with a range of advisory programs and specialized municipal and retirement plan 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.

Melissa Seifer is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and 38 years of industry experience. She previously worked for Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC before joining Raymond James in 2007. Outside of her advisory role, she serves as a panel member for FINRA Dispute Resolution Services, handling arbitration cases related to securities and employment disputes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Maria Wilder is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in managing client asset-related operations through The Gables Legacy Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Glenn Hall is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns a tree services business in Miami. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Mark Marandino is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Marandino serves on the executive board of Friends of Brandeis Athletics. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gabriel Mascarenhas is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Brodr and various educational institutions, including Hult International Business School and the University of California Santa Cruz. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory models, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yasser Logrono is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at Bank of America and Merrill from 2008 to 2024 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds the Series 66 designation and is based in Miami, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Jonathan Sherry is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Professional Management Inc. for ten years before joining Raymond James in 2022. Outside of advising, he co-owns a single-unit condo with his domestic partner. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Roberto Fernandez is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, investment consulting for defined contribution plans, and international wealth management. He has served in this capacity since 2007 and has over 22 years of experience in the wealth management business, following a prior career in finance and accounting. Roberto’s professional background includes a Certified Public Accountant license obtained in 1984 and extensive experience as Comptroller, CFO, and Treasury Manager in various financial institutions. He began his wealth management career in 2002 at Smith Barney/Citigroup before joining Merrill. Roberto holds several designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Finance and Accounting from the University of Puerto Rico, Rio Piedras. Roberto is fluent in Spanish and English. In his practice, Roberto emphasizes understanding clients' life priorities and creating personalized strategies that address the financial well-being of business owners, individuals, and families. He views wealth management as a comprehensive process involving collaboration on what matters most to clients while navigating life’s financial complexities. Outside of work, his interests include boating, fishing, golfing, music, and pickleball.

Patricia Luis Molina is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to her current role, she worked at PFS Investments Inc. and La Dove. She has also spent several years in education across various levels. Molina receives additional compensation through referrals of home-related products from Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services at scale through model-based strategies managed by unaffiliated asset managers, with a focus on both non-HNW and high-net-worth investors.

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with one year of industry experience. Before joining Equitable Advisors, he worked at Norwegian Cruise Line and Royal Caribbean International. Outside of his advisory role, he owns a small business called Dancraft, which involves renting and selling custom wood products. Equitable Advisors serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to advisory programs or discretionary managers, utilizing a range of investment vehicles and third-party asset managers.

Sherenne Chin Quee is a Team Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized investment strategies for her clients. Her approach begins with understanding each client's unique priorities, goals, and circumstances, enabling her to provide clear communication and thoughtful guidance. She focuses on helping clients make informed financial decisions with confidence by explaining the reasoning behind recommendations. Before joining Merrill Lynch, Sherenne spent over a decade working in supply chain management, where she managed inventory control and collaborated closely with owners and leadership to improve processes. This experience honed her attention to detail and communication skills, which she applies to wealth management. Sherenne holds an Accredited Certificate from Sheridan Technical College and holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Sherenne enjoys spending time outdoors with her husband and engages in activities such as fishing, gardening, knitting, crocheting, and running.