Kristen Liller is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with UBS since 2013. Liller serves on the fraternity and foundation investment committees for Kappa Kappa Gamma. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Cristian Gamarra is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015, following prior roles at UBS Financial Services and UBS International Inc. He is based in Coral Gables, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client outcomes.

Mariano Perez is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Northern Trust Bank, Morgan Stanley Private Bank, N.A., and Morgan Stanley. He serves as Vice President of Agrupacion Catolica Universitaria Inc. and is on the investment committees of the Amando Llorente Foundation and the Franciscan Friars of the Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Scott Weingarden is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 1997. Outside of his advisory role, Weingarden is a partner in Brickell Xtra Storage/International Bonded Warehouse. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Johanna Mera is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. 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 guide its recommendations.

Ezequiel Lazcano is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked with J.P. Morgan Securities since 2014 and J.P. Morgan Chase Bank since 2016, with prior experience at Credit Suisse Securities from 2010 to 2014. 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 incorporates an ESG eligibility framework in its recommendations.

Mark Marandino is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Marandino serves on the executive board of Friends of Brandeis Athletics. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marcelo Freddi is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Securities LLC since 2022 and has prior experience at JPMorgan Chase Bank, N.A., Banco JPMorgan SA in São Paulo, and Itau Unibanco. Outside of finance, he has been involved with PJ BBQ, a business venture from 2022 to 2025. 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 manager due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Mary Casey is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 1998 and JPMorgan Chase Bank since 1996. Casey serves on the boards of two nonprofits: Thrive for Life Prison Project, where she is Vice Chair, Secretary, and Treasurer, and Catalyst Miami, where she is Board Chair and a member of the Finance Committee. 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 to support customized investment recommendations.

Cisar Ocana is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2024, he spent ten years at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Andrea Prado Bing Zaremba is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside advisory services.

Arthur De Melo Ferreira is a financial advisor with J.P. Morgan Securities in Miami, FL. He holds a Series 66 designation and has one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and involvement in student government at the University of South Florida. 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.

Daniel Manzur is a Series 66 registered advisor with J.P. Morgan Securities in Miami, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026 and previously worked at Nexus Capital Partners SAS and Universidad de Los Andes. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a selective group of Wealth Advisors.

Ivis Hernandez is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Guilherme Reif Carvalhaes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bradesco Bank, UBS, ITAÚ BBA, and Sulamérica Investimentos. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Alex Caraballo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Gabriel Mascarenhas is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Brodr and various educational institutions, including Hult International Business School and the University of California Santa Cruz. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory models, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yasser Logrono is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at Bank of America and Merrill from 2008 to 2024 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds the Series 66 designation and is based in Miami, FL. 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.

Bernardo Ramirez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining J.P. Morgan in 2018, he worked at Paladulce Mining and Mercyhurst University. He was also involved with Friends of Mercyhurst Rowing from 2020 to 2023. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alejandro Falcon Lemmo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Deloitte & Touche LLP. 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 a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.