Jose Alonso Pujol is a financial advisor with J.P. Morgan Securities in Miami, FL. He holds the Series 63 and Series 66 credentials and has 16 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and SunTrust Advisory Services. Outside of his advisory work, he is a limited partner in a family-owned logistics company. 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 in its recommendations.

Martin Correa Perez is a Series 66 licensed advisor with J.P. Morgan Securities in Miami, FL. He has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, B. Riley Wealth, and Yale University. 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 brokerage, distribution, and investment management capabilities.

Monica Filpo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Truist Investment Services and JPMorgan Chase Bank. From 2015 to 2019, she was involved with Filpo Properties, 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.

Anastasio Suarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Antonio Garcia is a financial advisor at Morgan Stanley in Coral Gables, FL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023. His prior experience includes roles at PNC Investments, BBVA Insurance Agency, BBVA Securities, and Compass Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving clients through a combination of direct and corporate financial planning agreements.

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.

Todd Smith is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Richard Gordon is a financial advisor at J.P. Morgan Securities with 50 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers certain bank products and services. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions, including affiliated funds and strategies.

Jesus Valencia Romero is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes roles at Wells Fargo Clearing and Banco Santander Central Hispano. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a range of capital markets services. Advisors at UBS use proprietary research and model-based asset allocations to tailor client plans based on stated goals and risk tolerances.

Robert Valencia is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013 and J.P. Morgan Chase Bank NA since 2017. Based in Miami, FL, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Jesus Cruz is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

Andres Sanchez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 credential and one year of industry experience. Prior to joining UBS, he worked at Miami Way Realty Inc., where he was also a licensed real estate sales associate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Yusleydis Morrison is a CFP® professional with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Morrison holds Series 63 and Series 66 licenses and is based in Miami, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Michael Isaza is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held roles at Alvarium Investment Advisors, Guggenheim Partners Latin America, and Santander Private Banking. Outside of his advisory work, he is an owner and partner of Monokk LLC, a company involved in real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their process includes quantitative asset-allocation modeling, centralized due diligence, and application of an ESG eligibility framework to recommend approved funds and strategies.

Julia Rauton is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at various financial institutions including J.P. Morgan Chase Bank and City National Bank of Florida. 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations and functions.

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.

Gabriela Henriquez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to that, she spent three years in the Office of Information Technologies at the University of Notre Dame. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.