Christian Lloreda Garraton is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and nine years of industry experience. He has worked at UBS Financial Services since 2013, including its current iteration since 2018, and spent one year at JPMorgan Securities LLC and JPMorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor solutions. The firm also provides institutional trading capabilities alongside wealth management services.

Victor Aguiar De Souza is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Banco Industrial Do Brasil and Emory University’s Goizueta School of Business. 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 large institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary advisory services.

Eduardo Carreno is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016, based in Coral Gables, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and Corporate Financial Planning agreements.

Christopher Manimbo is a financial advisor at Edward Jones with 20 years of industry experience, including 17 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory role, Manimbo serves as an instructor for adult and continuing education seminars at Stamford Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Santiago Rodriguez 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 and JPMorgan Chase Bank since 2026. Prior to this, he attended the University of Florida and has no prior industry experience. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Claypole is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for nine years before joining UBS in 2025. 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sabine Scholz is a financial advisor at Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved tools.

Gabriel Patrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 license and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Banco Santander International. Outside of his advisory work, he is involved as a partner and director in Trilumina Investments LLC, an investment company holding financial assets within Morgan Stanley. Morgan Stanley Wealth Management is a large firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured planning process using firm-approved tools and offers a diverse set of investment and financial services.

Anna Rauh Garrido is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan and JPMorgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Maria Frank is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 credential with 13 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and the Estate Planning Strategies Group.

Charles Schifano is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Coral Gables, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Fernando Pepper Costa is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Bank of America, Merrill, and JPMorgan Chase. Outside of his advisory work, he is a managing member of BEIJA-FLOR LLC, a personal investment entity. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Felipe Bellini is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as employment at J.P. Morgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach that combines quantitative asset-allocation modeling and centralized due diligence.

Sam Ziada is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America Merrill Lynch, and Standard Chartered Bank. In addition to his advisory role, he is involved with Mesaverse LLC (DBA MesaBytes), an entrepreneurial venture. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions tailored to clients' risk tolerance and financial goals.

Jaret Pogliano is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory work, Jaret streams video games on Twitch as an affiliate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Brett Cohen is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Brandon Arana is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, LLC. Before entering the financial advisory field, he worked in education with Miami-Dade County Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement planning through written recommendations and ongoing advice, utilizing proprietary research and algorithmic tools.

Sheily Distrubell is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience, including eight years at Citibank prior to joining Morgan Stanley. She is based in Coral Gables, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling methods.

Joana Kohen Rotman is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2017. Prior to this, she was employed by Novartis Latin America Services Inc and completed an MBA at the University of Miami. 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 to support customized investment recommendations.

Pedro Antelmo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. and Banco JPMorgan SA. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.