Lourdes Vila is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. In addition to her advisory role, she is involved in insurance sales through various fixed companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Maria Vaillant is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2016 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Axel Yungman is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His career includes roles at The Prudential Insurance Company of America, Peak Trust LLC, and PRUCO Securities LLC. Outside of his advisory work, he manages an outsourcing firm and owns various web domains related to recipe content. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and operates as a broker-dealer with a range of affiliated financial services.

Zulay Polanco is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. She has worked with various divisions of Raymond James since 2016 and currently serves as a branch manager at Arango Capital Management, where she oversees client service and account management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Stuart Gordon is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors) since 2001. Outside of advisory work, he is involved in insurance sales through various carriers. Equitable Advisors serves individual and institutional clients, including retirement plans and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, offering services through a network of Investment Adviser Representatives.

Jose Borro II is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds a Series 66 designation and has worked previously with firms including Bank of America, Merrill, RBC Capital Markets, and Prudential Insurance Company of America. Outside of his advisory role, he teaches group and one-on-one boxing and fitness classes in Miami. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Javier Fagundo Diaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with LPL Enterprise, The Prudential Insurance Company of America, and Florida Financial Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Lylibeth Ortiz Ferrer is a financial advisor with Primerica Advisors in Doral, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at Primerica Financial Services, LOF Specialties LLC, Tigo Inc, and Retired Health Care System Inc/Pharmacy Associated System Inc. She is also involved in sales of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Emmanuel Munoz is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, N.A., and Claims Elements, as well as experience in education with Miami Dade Public Schools and higher education institutions. He is also listed as an authorized signer on his wife's healthcare business, Live Renew Revive. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jorge Gutierrez is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advisory services, he is involved in insurance sales through various carriers. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives.

Javid Mortazavi is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual Life Insurance Company, MML Investor Services, and Principal Life Insurance Company. Outside of his advisory work, he is involved in youth sports coaching and officiating, owns a training academy focused on girls’ soccer and flag football, and serves as an adjunct professor at Miami Dade College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a range of third-party advisory models and delivering services through a large network of Investment Adviser Representatives.

Orlando Botton is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. He has been associated with JPMorgan Chase Bank and JP Morgan Securities since 2013 and previously managed his own investment-related entities. Outside of his advisory work, he is involved in real estate investments and manages several LLCs, including The Botton Holdings LLC and 10228 LLC, alongside his wife. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rodolfo Muniz Jr. is a CFP® professional with 19 years of experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Miami, FL. 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 delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Michael Kane is a financial advisor with LPL Enterprise in Miami, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Pruco Securities, MassMutual, and Northwestern Mutual. Kane is also involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by internal and third-party research, offers financial planning and access to third-party asset managers, and operates as a broker-dealer facilitating insurance product sales through affiliated entities.

Maria Fernandez is a Series 66-licensed financial advisor with Ameriprise in Miami, FL, where she has worked since 2018. She has four years of industry experience and previously held roles at the University of Miami, Rick Case Volkswagen, and Miami Dade College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Cairo Rivera is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Rivera serves as a board member of the Center for Financial Training in Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of proprietary and third-party advisory programs and emphasizes tailoring solutions based on client risk tolerance and needs.

Alfredo Collazo is a Series 66-licensed financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he owns a rental property in San Juan, Puerto Rico. J.P. Morgan Securities 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 and investment management capabilities, delivering services on a non-discretionary basis.

Shannon Sulewski is a financial advisor with LPL Enterprise holding a Series 66 designation and 22 years of industry experience. Her prior work includes positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise, Associated Planners Investment Advisory Inc., and Cetera Advisors LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Christine Quinones Spurling is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been associated with Raymond James Financial and its related entities since 2008 and is the owner of CQS Finance Corporation, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Elizabeth Mcnair is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she is a manager and partner at QUP, LLC, a gift shop and merchandise business in Nevada. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with trading and custody services managed by BNY Mellon Advisors and Pershing.