Yakim Flores is a financial advisor with UBS Financial Services in Coral Gables, FL. He holds Series 66 and Series 65 licenses and has eight years of industry experience, including nine years at UBS and one year at Transition Support Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kelvin Pena is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Coral Gables, FL since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and diversified capital markets solutions.

Kristen Liller is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with UBS since 2013. Liller serves on the fraternity and foundation investment committees for Kappa Kappa Gamma. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Cristian Gamarra is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mariano Perez is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Northern Trust Bank, Morgan Stanley Private Bank, N.A., and Morgan Stanley. He serves as Vice President of Agrupacion Catolica Universitaria Inc. and is on the investment committees of the Amando Llorente Foundation and the Franciscan Friars of the Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Scott Weingarden is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 1997. Outside of his advisory role, Weingarden is a partner in Brickell Xtra Storage/International Bonded Warehouse. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Cisar Ocana is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2024, he spent ten years at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Andrea Prado Bing Zaremba is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside advisory services.

Ivis Hernandez is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Alex Caraballo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

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.

Rachel Weiss is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Raymond James in 2019, she worked at Merrill and Fair Street Advisors. Outside of her advisory role, Weiss serves on the board of directors for the nonprofit Safeguarding American Values for Everyone (SAVE), which focuses on protecting the LGBTQ community in South Florida. 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, and charitable organizations, providing financial planning and consulting with a range of portfolio management styles and affiliated research resources.

John Gonzalez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Bank of America, Merrill, PNC, Regions Bank, and Citigroup/Citibank, before joining J.P. Morgan in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 credential. He joined Equitable in 2025 and has prior experience with Norwegian Cruise Line and Royal Caribbean International. Outside of his advisory role, he owns Dancraft, a business involved in renting and selling custom wood products. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party sponsors.

Sofia Trivino Mejia is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 credential and previously worked in various roles including with Lagos Constructors and as an independent nanny. She is co-owner of a digital marketing services LLC created for future projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Eugenio Retana is a Senior Vice President and Private Wealth Advisor with Merrill Private Wealth Management. He specializes in advising ultra-high-net-worth individuals and families, focusing particularly on multi-generational families with cross-border wealth. His approach includes providing leadership, continuity, and detailed wealth management strategies that address the complexities associated with substantial and international assets. With a career in private banking spanning since 2004, Eugenio has previously worked for over 16 years at Citi Private Bank, serving the ultra-high-net-worth segment and working closely with some of the largest Latin American families. His expertise encompasses planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending solutions. He and his team serve a limited number of clients to maintain a high level of personalized service and continuity across generations. Eugenio holds a bachelor's degree in finance and an MBA from Florida International University. He is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Outside of his professional career, Eugenio spends time restoring classic cars with his father and enjoys activities such as boating, golfing, music, swimming, and spending time with his family in Miami.

Sherenne Chin Quee is a Team Financial Advisor at Merrill Lynch Wealth Management. She holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program from Sheridan Technical College. Before her career in wealth management, Sherenne spent over a decade working in supply chain management, focusing on inventory control and collaborating with leadership to improve operational processes. This experience has contributed to her detailed and straightforward approach to financial advising. Sherenne places emphasis on understanding clients' priorities, risk tolerance, time horizons, liquidity needs, and goals to create personalized investment strategies. She values clear communication and ensures clients are fully informed about recommendations and options. Outside of work, Sherenne enjoys fishing, gardening, knitting and crocheting, and running.