Andres Faouen is a financial advisor with J.P. Morgan Securities LLC based in Miami, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, and Kovack Securities. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Bruno Mariano is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005, including roles at UBS International and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Rafael Roca III is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Life Insurance Company. Outside of advisory work, he is also licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and property and casualty insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools to analyze client goals and deliver written recommendations.

Pearce Klevan is a Senior Resident Director at Merrill, currently leading the Miami at the Falls office. He also serves as a Financial Advisor and co-founder of Brunk, Klevan & Associates. In his role, Pearce manages a team of financial professionals and provides leadership, mentorship, and culture development within the office. He works closely with clients, particularly business owners, corporate executives, and high‑net‑worth families, to develop personalized financial strategies aimed at achieving long-term objectives. With over two decades of experience, Pearce's expertise encompasses a range of areas including family wealth management, portfolio management, retirement income planning, liquidity management, and small business strategies. His approach emphasizes comprehensive financial planning that takes into account balance sheets, cash flow, and decision-making tradeoffs. He holds several professional designations such as Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Pearce earned his bachelor's degree from Emory University and a master's degree from Dublin Institute of Technology. Born in Dublin, Ireland, he spent his early years in Buenos Aires, Montevideo, and Tokyo before settling in Miami. Outside of his professional pursuits, Pearce is involved in community organizations including Kendall United Methodist Church, Monica Burguera Foundation, Ransom Everglades High School, and Westminster Christian School. He is also a member of the Coral Reef Yacht Club. Pearce resides in Palmetto Bay with his wife and three children.

Justin Smith is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC since 2022 and has prior experience in both financial and pharmaceutical sectors. Outside of advising, he is the sole proprietor and officer of BridgePass Inc., a technology company based in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Laureano Bello is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at Wells Fargo Clearing and Banco Santander International. Bello is the owner of LULESKU LLC, a personal holding company established to manage his investment accounts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment management. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Matthew Fischman is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Trinity Wealth Securities, Florida Financial Advisors, and Fischman & Fischman. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Roger Ojopi is a financial advisor with UBS Financial Services Inc. in Coral Gables, FL. He holds the Series 66 designation and has 20 years of industry experience, including 13 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Roman Meyerhans is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James & Associates, Deutsche Bank Securities Inc., Barclays Capital Inc., and Lehman Brothers Inc. Meyerhans joined Stifel in 2023. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is supported by proprietary methodology developed by the Stifel Investment Strategy Group, which focuses on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jean Padilla is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies that align with clients’ long-term financial goals. Her areas of expertise include college education planning, family wealth management, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. Jean has been in the wealth management and banking industry since 2007, with prior experience at JP Morgan and Northwestern Mutual. She holds a Bachelor’s degree and an MBA from Florida International University. She is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA), serving clients in both English and Spanish. Born in Bogotá, Colombia, Jean grew up in the United States and is actively involved in her community through organizations such as United Way and Special Olympics. Outside of work, she enjoys camping, soccer, tennis, traveling, spending time with her family, and watching movies.

Jordan Crenshaw is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Raymond James. Outside of finance, he has experience with the University of Miami Housing and Residential Life. 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 applies an ESG eligibility framework in its recommendations.

Diana Marquez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and previously worked at Citigroup for 11 years before joining JPMorgan in 2021. 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 delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple regulatory registrations.

Daniela Fortuna Salles Santos Mac is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Banco Itau and Itau International Securities, where she worked for over a decade. Outside of her advisory work, she is a partner in Teca International LLC and other entities involved in property management. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that includes quantitative asset-allocation modeling and centralized due diligence.

Marisol Cordova is a financial advisor with Morgan Stanley in Coral Gables, FL, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she owns and operates a jewelry business called Marisol's Collection. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm employs structured planning tools and provides services through Financial Advisors and specialized groups while managing approximately $2.74 trillion in client assets.

Bautista Duhour is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at the University of Florida and Miami Dade College. He serves as Treasurer and a member of the Board of Directors for WE EVOLUTION, a nonprofit organization focused on education. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets products and services through a network of financial advisors.

Carlos Torre is an International Private Wealth Manager with Merrill Lynch Wealth Management, where he has been since 1994. He holds multiple FINRA registrations, including series 7, 31, 65, 63, 10, and 9, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Carlos has over 20 years of experience at Merrill, during which he served as Senior Resident Director - International, overseeing the Miami at The Falls office for 10 years. He was named to the Forbes Best-in-State Wealth Advisors list from 2018 through 2026 and was awarded the Merrill Title of Managing Director in 2022. Carlos earned his Bachelor's degree in Business Administration from the University of Miami and an MBA from Northeastern University. He is a qualified Portfolio Advisor capable of recommending individual or combined investment strategies, funds, or portfolios, including Merrill or approved third-party managers' options. His practice focuses on serving families by integrating investment advisory, estate planning services, complex cross-border wealth planning, retirement planning, banking services, and liability management. Fluent in English and Spanish, Carlos is involved in his community as a Boy Scouts of America troop leader and serves on the board for the House of Hope for Costa Rican Children. Outside of work, he enjoys boating, cooking, golfing, scuba diving, and spending time with his family.

Sebastian Vrlica is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at BALANZ Capital for five years and had positions at JPMorgan Chase Bank, N.A. He also studied at Duke University from 2024 to 2026. 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 client investment decisions.

Robert Sperber is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Stifel for ten years. He participates in the University of Miami Presidents Council, attending semi-annual meetings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Leslie Montes De Oca is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her career history includes roles at Flagstar Bank N.A., CitiGroup, Bbtis, and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roberto Incera is a financial advisor with Raymond James Financial in Coral Gables, FL, holding a Series 63 designation and over 50 years of industry experience. He has been with Raymond James Financial or its affiliates since 2002. In addition to his advisory role, he owns and operates a third-party administration business and a non-variable insurance company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.