Jonathan Sherry is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Professional Management Inc. for ten years before joining Raymond James in 2022. Outside of advising, he co-owns a single-unit condo with his domestic partner. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Pedro Luz Maia is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Credit Suisse Hedging Griffon for six years and has held various roles within J.P. Morgan since 2021. Maia serves as a director on the board of DK300 Holdings, a private investment company focused on liquid assets, hedge funds, and real estate. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Arrianna Sikolas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at HSBC Securities, HSBC Bank USA, Itau International Securities, and Banco Itau International prior to joining J.P. Morgan in 2022. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Esteban Velez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bancolombia S.A. and held academic positions at the University of California and EAFIT University. 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 an ESG eligibility framework.

Sylvia Schwartz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following six years at Citibank. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Adalberto Maulini is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley and its affiliated private banking entities from 2013 to 2022. Outside of his advisory role, Maulini owns a salon and beauty bar business and serves as a director for a nonprofit organization focused on raising funds for seniors, babies, and animals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling. The firm also offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Rachel Weiss is a Certified Financial Planner (CFP®) with ten years of industry experience. She is currently with Raymond James & Associates, where she has worked for five years, and previously held roles at Merrill, Fair Street Advisors, and Dynamic Wealth Advisors. Weiss serves on the board of directors for the nonprofit organization Safeguarding American Values for Everyone (SAVE), which supports the LGBTQ community in South Florida. 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 diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research.

John Gonzalez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Bank of America, Merrill, PNC, Regions Bank, and Citigroup/Citibank, before joining J.P. Morgan in 2026. 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 searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with one year of industry experience. Before joining Equitable Advisors, he worked at Norwegian Cruise Line and Royal Caribbean International. Outside of his advisory role, he owns a small business called Dancraft, which involves renting and selling custom wood products. Equitable Advisors serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to advisory programs or discretionary managers, utilizing a range of investment vehicles and third-party asset managers.

Sofia Trivino Mejia is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 credential and previously worked in various roles including with Lagos Constructors and as an independent nanny. She is co-owner of a digital marketing services LLC created for future projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Andres Angeles is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance Company, and NASA United. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Eugenio Retana is a Senior Vice President and Private Wealth Advisor with Merrill Private Wealth Management. He specializes in advising ultra-high-net-worth individuals and families, focusing particularly on multi-generational families with cross-border wealth. His approach includes providing leadership, continuity, and detailed wealth management strategies that address the complexities associated with substantial and international assets. With a career in private banking spanning since 2004, Eugenio has previously worked for over 16 years at Citi Private Bank, serving the ultra-high-net-worth segment and working closely with some of the largest Latin American families. His expertise encompasses planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending solutions. He and his team serve a limited number of clients to maintain a high level of personalized service and continuity across generations. Eugenio holds a bachelor's degree in finance and an MBA from Florida International University. He is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Outside of his professional career, Eugenio spends time restoring classic cars with his father and enjoys activities such as boating, golfing, music, swimming, and spending time with his family in Miami.

Sherenne Chin Quee is a Team Financial Advisor at Merrill Lynch Wealth Management. She holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program from Sheridan Technical College. Before her career in wealth management, Sherenne spent over a decade working in supply chain management, focusing on inventory control and collaborating with leadership to improve operational processes. This experience has contributed to her detailed and straightforward approach to financial advising. Sherenne places emphasis on understanding clients' priorities, risk tolerance, time horizons, liquidity needs, and goals to create personalized investment strategies. She values clear communication and ensures clients are fully informed about recommendations and options. Outside of work, Sherenne enjoys fishing, gardening, knitting and crocheting, and running.

Esteban Caro Hurtado is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked in various roles including at Bolton Global Capital and the University of Miami. Outside of his advisory work, he has experience with Inversiones Caro Hurtado S.A.S., where he has been involved for several years. 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, non-discretionary investment consulting, and institutional services supported by a wide range of portfolio management strategies and affiliated research.

Alejandro Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Pablo Morales is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Investment Securities Inc., Merrill, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Adessi is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience. Throughout his career at Merrill Lynch, he has focused on helping clients pursue their financial goals by developing personalized wealth management strategies. Steven works to simplify the complexities of investing while addressing clients' unique perspectives and priorities. His expertise includes guiding professionals and business owners in diversifying concentrated wealth holdings and mitigating tax exposure. Steven and his team provide advanced services such as tax mitigation strategies, financial modeling with Personal Wealth Analysis™, access to alternative asset classes, cash flow management, stock option and RSU planning, and philanthropic planning. His client focus areas include college education planning, liquidity management, individual and corporate investment strategy, retirement income, and tax minimization. Steven holds a Bachelor's Degree from the University of Miami and the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). Outside of work, he enjoys biking, billiards, golfing, hiking, horseback riding, and traveling.

Ignacio Herrero is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent eight years at J.P. Morgan Securities. He also owns a separate business, Ignacio AL Herrero, LLC, based in Hollywood, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kevin Goessele is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2018 and previously held roles at DRRT. 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 and portfolio management.

Kerry Casey is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Insurance Company and MML Investors Services LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple investment platforms and a mix of proprietary and third-party strategies.