Juan Guarin Calle is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2021. Prior to his current role, he worked at Genius Sports from 2019 to 2021. 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 employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Gardenia Leon Nickel is a Series 66 licensed financial advisor with 35 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC for 21 years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, emphasizing personalized risk assessment and the use of third-party asset managers alongside proprietary solutions.

Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1998, with roles also at Axa Advisors, IFMG Securities, and Essex National Securities. Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and participates in the Coral Gables Chamber as a Trustee Diplomat focusing on networking and educational events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes various investment programs and referrals to third-party asset managers to deliver tailored advisory solutions.

Kim Shechtman is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, she was self-employed and worked at Thrive Global and Mildstorm LLC. She serves on the board and finance/investment committee of Kristi House Children's Advocacy Center, a nonprofit organization. Raymond James & Associates is a large firm serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning and consulting services with a non-discretionary approach, supported by a broad range of portfolio management styles and affiliated research.

Andres Galvez is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Santander Securities, Santander International Private Banking, Bank of America, Merrill Lynch, and Robert Half International. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luis Chitiva is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in roles including Planning Consultant, Relationship Manager, and Workplace Planning Consultant. Luis focuses on understanding his clients' financial needs and aligning resources to help meet those needs. He works collaboratively with clients to develop personal, flexible, and comprehensive financial strategies designed to provide confidence in their financial plans. Throughout his career at Fidelity, Luis has supported clients leading complex and busy lives, aiming to reduce financial stress through tailored planning. His professional experience spans various consulting and relationship management roles within the company, emphasizing client-centered financial planning. Outside of his professional responsibilities, Luis enjoys beach activities, hiking, kayaking, movies, music, and soccer.

Luis Munoz is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Cetera, Regions Bank, BBTIS, and CUSO Financial Services prior to joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines brokerage and advisory solutions supported by extensive research and analytics, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Edward Bastidas is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and recommendations for high-net-worth global families and their businesses. His areas of focus include Global Investment Management, International Trust and Estate Planning Services, as well as Liability and Risk Management. Edward began his career in the financial services industry in 1998 at Merrill Lynch Wealth Management and rejoined the firm in 2010. Over the past two decades, he has gained experience in Corporate Finance, Mergers & Acquisitions, and Financial Services, which provides him with a broad perspective for evaluating and executing strategic plans. He holds a Bachelor of Arts degree in Finance from Florida International University and an M.B.A. from The Kelley School of Business at Indiana University. Outside of his professional role, Edward is involved in his church community. His personal interests include baseball, basketball, chess, football, reading, skiing, soccer, spending time with his family, traveling, and watching movies.

Jorge Gonzalez is a financial advisor with Merrill in Coral Gables, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at both Merrill and Bank of America since 2009. Outside of his advisory role, Gonzalez is involved as a managing member in a family-held LLC and participates in the fundraising efforts of St. Theresa School’s annual golf tournament. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers various managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, with a focus on tax-efficient investment strategies and integration with Bank of America’s broader financial platform.

Alejandro Hasegawa is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James & Associates, Insigneo Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is the sole owner and director of Miami Card Legends LLC, a collectibles business. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Eduardo Delgado is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Newlink Communications Group Inc., Caserta and Spiriti Attorneys at Law, Dicks Sporting Goods, and Miami Dade College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Joseph Donnelly is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Donnelly is also an owner and partner of DD Realty Capital LLC, a real estate investment business. 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 additional market-facing registrations, delivering services on a non-discretionary basis while integrating a centralized due diligence framework.

Patric Mesot is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Brian Rudenberg is a financial advisor at Wells Fargo Advisors in Miami, FL, with 13 years of industry experience and a Series 66 credential. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Rudenberg is involved in investment-related business activities through ownership interests in BARBGR, LLC and BMANINVESTMENTS, LLC, which relate to a financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Marco Antonio Altamirano is a financial advisor with J.P. Morgan Securities in Miami, FL. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. He also coordinates projects at SCMA Consulting & Investment Group LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Leander Marrero is a financial advisor with Raymond James Financial in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley for one year and has experience in education from positions at the University of Central Florida and Bob Graham Education Center. He is also an associate at Private Wealth Management of Coral Gables. 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 institutions. The firm offers tailored, non-discretionary planning and consulting utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ricardo Franccesco Ormeno Novoa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining J.P. Morgan, he worked at Credicorp Capital in Chile and Peru, as well as at Banco de Credito del Peru. Outside of his advisory role, he is a partner in an e-commerce business that sells baby accessories. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Louis Chiavacci is a Private Wealth Advisor with Merrill Private Wealth Management. He has over thirty years of experience providing wealth management advice to high net-worth families. Prior to joining Merrill, Louis spent eleven years as a Private Wealth Advisor and Vice President at Goldman Sachs Private Client Services in New York and Miami. He holds professional designation as a Personal Investment Advisor (PIA). Louis attended the United States Naval Academy and earned both a Bachelor of Science degree with honors and a Master of Business Administration from Indiana University. At Indiana University, he served as an Associate Instructor of Financial Accounting. Outside of his role in wealth management, Louis is involved in education, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law. There, he helped develop an investment course for attorneys pursuing a master's degree in estate tax law. He also collaborated with Indiana University's Graduate School of Business to develop a live portfolio management course focused on investment principles. In addition, Louis serves on the board of the University of Miami Center for Ethics & Public Services and has developed and taught financial literacy courses for members of economically challenged communities. He is a graduate of the FBI Citizens Academy. Louis has been recognized on multiple occasions by Forbes, Barron's, and the Financial Times in lists honoring top financial advisors and wealth management teams.

Ileana Musa is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, and previously held roles at Merrill and Bank of America, N.A. Outside of her advisory role, Musa is actively involved in nonprofit and professional organizations, including serving as Chair of the Corporate Advisory Board for ALPFA and chairing the Investment Committee for the Girl Scouts of the USA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Tomas Vasquez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan since 2017 and previously at Wells Fargo and Florida International University. Outside of his advisory role, Tomas is involved in real estate as an owner and partner of a rental property investment under an LLC. 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.