Monica Sotomayor is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at UBS Financial Services and JPMorgan entities, where she has worked since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s offerings are delivered on a non-discretionary basis by a select group of advisors, focusing on funds and strategies approved through internal review processes.

Juan Acevedo is a Financial Consultant at Fidelity Investments, where he partners with clients to identify personal and financial goals. He utilizes Fidelity's resources along with his analytical and financial knowledge to educate and guide clients toward sound financial decisions. He has experience spanning roles at Fidelity Investments and Charles Schwab, including positions as Investment Consultant from 2021 to 2023 and Senior Relationship Specialist from 2018 to 2021. This background contributes to his ability to provide personalized alternative strategies and help clients create plans that work for them. Outside of his professional work, Juan is interested in family activities, fitness, music, soccer, and traveling.

Sam Grosser is a Vice President Private Wealth Management Advisor at Fidelity Investments, a position held since 2026. In this role, Sam collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to provide comprehensive wealth management services. Sam focuses on creating personalized wealth strategies for the growth, preservation, and transfer of family wealth. Sam has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investments Consultant, Financial Consultant, and Vice President Financial Consultant. This extensive experience has contributed to Sam's expertise in private wealth management. Sam holds a California Insurance License.

Andres Masvidal is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bci Securities, Raymond James & Associates, and EFG Capital International Corp. His career includes a brief period operating as an independent advisor. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through its proprietary research and model-based asset allocations.

Nestor Parra Choukeir is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., and academic roles at Universidad Católica Andrés Bello and Rice University. 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.

Joao Paulo Darius is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Outside of his financial advisory role, he serves as an advisor to Virgin Goda LLC, a company involved in the development and distribution of electronic products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing non-discretionary investment consulting and advisory services. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Maria Wilder is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in managing client asset-related operations through The Gables Legacy Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Andrea Castro is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services and UBS International Inc. for a combined total of 11 years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Luis Bruzual is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Insigneo Advisory Services. Outside of advising, he was involved with Our Microlending. 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 on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Adrian Jones is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to his current role, he worked at Goldman Sachs & Co and has entrepreneurial experience as an owner and partner of two companies: Peregrine, an engineering firm specializing in data analysis platforms for law enforcement and national security, and Fortress IO, which provides software authentication solutions. 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.

Antonio Rocha Jr. is a financial advisor at UBS Financial Services with 15 years of industry experience. He has previously worked at Citigroup, Morgan Stanley Smith Barney LLC, and Wells Fargo in various advisory roles. Rocha holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 strategies.

Adriano Conrado is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Carlos Shteremberg is a CFA® charterholder with seven years of industry experience. He is currently with Morgan Stanley, where he has worked since 2024, following prior roles at Santander and J.P. Morgan. Outside of his advisory work, he is a partner at Kylanos LLC, a property management business based in Miami. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery discussions and proprietary tools, using methodologies such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Devin Hill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of finance, he is involved in several business ventures, including ownership interests in a medical technology company, a jazz cafe, and a live music venue. J.P. Morgan Securities 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 through a combination of quantitative modeling and centralized due diligence.

Diogenes Esteves is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work includes roles at BNP Paribas and ICBC, as well as academic experience at Universidad Torcuato Di Tella. He is based in Miami, FL. 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, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Javier Castellano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and six years of industry experience. He has worked with various JPMorgan entities since 2016, including JPMorgan International Bank and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.

Glenn Hall is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns a tree services business in Miami. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Henry Certain is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at Guggenheim Partners Latin America and Santander Private Banking before joining J.P. Morgan in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nikolas Rakic is a financial advisor at UBS Financial Services in Coral Gables, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at UBS International and UBS Financial Services Inc. Outside of advising, he worked at Duffy's Tavern for several years prior to entering the financial industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and capital markets services.

Adriana Soto Rivera is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 registrations and having 17 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010 and previously worked at SM&SE LLC from 2017 to 2022. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.