Jorge Bernabe Fierro is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Santander Private Banking, and Treece Financial Group. His background also includes roles at Florida International University and Miami Dade College. 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, distribution, and investment management capabilities.

Brian Hussey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Miami, FL. 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 in its recommendations.

Ximena Gomez is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has six years of industry experience, including a fourteen-year tenure at Wells Fargo Advisors prior to joining Raymond James in 2019. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Kevin Gourrier is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, pension plans, and municipalities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Camilla Sanson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at various J.P. Morgan entities since 2021. Prior to her current role, she had multiple affiliations with the University of Notre Dame. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gregory Phelan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Bank and Guaranteed Rate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Brian De Souza is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Coral Gables, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance while allowing them discretion over implementation.

Matt Martini is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Ernst & Young and attended the University of Miami. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Alvaro Gomez Mena is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Benessere Investment Group, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and advisory solutions.

Frank Del Busto is a financial advisor with Ameriprise in Doral, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily for clients who hold assets in Ameriprise-managed accounts. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Oti Roberts is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley, Roberts worked at Deutsche Bank Securities Inc. and Merrill, among other firms. Roberts serves as a board member of the Phillip and Patricia Frost Museum of Science in Miami, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a variety of investment programs backed by comprehensive firm resources.

Oscar Gonzalez is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, HSBC Bank USA, Morgan Keegan & Company, LLC, and Morgan Stanley & Co. LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through a variety of advisory programs, combining firm research with multiple portfolio management styles.

Jose Viyella is a financial advisor with Raymond James & Associates in Coral Gables, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked at Trulieve Corp. and Archstone Capital Inc. among other positions. 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, institutional and pension plans, and charitable organizations, offering a range of financial planning and consulting services with non-discretionary implementation.

Raffaella Capozza is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Richemont - Cartier Boutique and Tiffany & Co. from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mairelys Salazar is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. She has previously worked at Regions Bank and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Gabriel Gomez is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Maria Victoria Rodriguez Resende is a Series 66 licensed financial advisor with J.P. Morgan Securities in Miami, FL, and has three years of industry experience. She has been with J.P. Morgan and its affiliated entities since 2018. J.P. Morgan Securities LLC 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 combines institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Jorge Cisneros Rodriguez is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group and Wells Fargo Bank. He has also been self-employed and involved with Florida National University and Bianco Boutique Hotel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a range of financial products.

Margaret Starner is a CFP® with 45 years of industry experience, currently serving at Raymond James & Associates since 1980. She is based in Coral Gables, FL. Outside of her advisory role, she is a director of the John T. Macdonald Foundation, where she chairs the School Health Program, and a founder and board member of the Women's Leadership Alliance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Felipe Mois is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Safra National Bank of New York, Israel Discount Bank of New York, and CGIS Securities LLC. He is also an angel investor through his involvement with Pirque.com. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.