Annalise Blair is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Solomon Partners and Morgan Stanley. She also worked at Novavax and Oxford Industries Inc. before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Andrea Colina Martinez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2022, she was self-employed for two years and briefly worked at US South Engineering. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Carlos Cabal is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at HSBC Private Bank International for 11 years before joining UBS in 2017. Outside of his advisory role, he serves as an officer for a nonprofit organization that organizes annual fundraising activities to support underprivileged communities in Peru. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing a broad range of capital markets and financial planning services.

Janet Franco Gordon is a financial advisor with Raymond James & Associates, holding the Series 63 designation and bringing 43 years of industry experience. Prior to joining Raymond James in 2023, she worked at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney, from 2009 to 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a wide range of portfolio management styles and affiliated research resources.

Christian Puglla Quiroz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities 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 when recommending strategies.

Marielle Stern is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, following prior roles at Raymond James & Associates and Oppenheimer. 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 recommendations.

David Lando is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Evelyn Schoenholtz is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, affiliated research, and a notable municipal advisory service.

Mariana Cardenas is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 25 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

Giovanni Alberty is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Wells Fargo and Wells Fargo Bank since 2016, as well as at Keller Williams Realty from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory options grounded in modern portfolio theory. The firm acts as an ERISA fiduciary and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Edin Ojeda is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Miami, FL, and has three years of industry experience. Prior to joining J.P. Morgan, he worked for Bucher and Christian Consulting and Diners Club Del Ecuador. Outside of advising, he is a co-owner of two coffee shops, PAKA Food Company S.A.S and Nalu Food Company. 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 using a combination of quantitative modeling and centralized due diligence.

Luciana Puggina is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at major firms including Bank of America, Merrill, and JPMorgan Chase Bank. Prior to her current roles, she was involved with FL Alliance Group and related entities for six years. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Julian Guerra 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 several firms including JPMorgan Chase Bank, Equitable Financial Life Insurance, and Equitable Advisors. Outside of his advisory role, he has been involved with various businesses such as Anglers, Villages Dining Club Inc, and Whistle Express Car Wash. 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 investment approach.

Nicolas Perez Cotapos is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Compass Group Investment Solutions LLC and MBI Inversiones. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Enrique Falla is an International Wealth Advisor at Merrill Lynch Wealth Management, where he serves a select group of high net worth families and their closely held businesses. With over two decades of experience, he specializes in family wealth management strategies, sports and entertainment, as well as individual and corporate investment strategy. Enrique brings extensive multinational experience and a bicultural background that inform his understanding of the financial and planning needs of multinational corporate executives and global families. Before joining Merrill in 2000, Enrique held financial and sales management roles with major multinational companies, including Colgate-Palmolive, where he was Regional Manager for Latin America and the Caribbean, and The Dow Chemical Company as a Caribbean Major Accounts Representative. He holds both a Bachelor of Arts in Business Administration and an MBA in International Business, graduating with distinction from the University of Miami. Enrique has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Enrique is bilingual, speaking English and Spanish, and participates actively in community organizations such as the Special Olympics and the Key Biscayne Financial Foundation. His personal interests include boating, golfing, scuba diving, soccer, and traveling. He is committed to working one-on-one with clients to develop personalized financial strategies aimed at achieving long-term goals.

Andres Castillo is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, N.A. and Merrill. He is also listed as an officer in a non-investment business owned by his wife, where he serves in a support role without control over operations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a focus on non-discretionary advisory relationships.

Dominic Wermuth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank NA and Cantor Fitzgerald & Co. He studied at the University of Florida from 2016 to 2020. 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. The firm delivers services on a non-discretionary basis, focusing on asset-based investments approved through its internal review processes.

Yakim Flores is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2017, following a year at Transition Support Services. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Juan Andres Cristobal Lewin Ojeda is a financial advisor with J.P. Morgan Securities in Miami, FL. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at JPMorgan Chase Bank and Banco Bice. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kelvin Pena is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Coral Gables, FL since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and diversified capital markets solutions.