Jesse Cooper is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2008, including J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank NA. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Juan Pardey is a financial advisor at Merrill in Miami, FL, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Bank of America, Whetstone Holdings, and FIU. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutions.

Adam Weirich is a CFP® and CFA® with 28 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Signator Investors, Inc. He serves as Vice President of the Gifford Place Condominium Association and is involved as a managing partner and principal in several private client groups and consulting ventures. Additionally, he holds a board position with the Equitable Agents Reinsurance Company and participates in life settlement transactions through an approved broker. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and uses third-party asset managers and advisory programs to implement diversified investment solutions.

Regina Tavares is a financial advisor at UBS Financial Services in Coral Gables, FL, holding a Series 66 designation with 26 years of industry experience. She has been with UBS since 2001, including roles at UBS International Inc and UBS AG. Outside of her advisory work, she serves on the board of the Shyam Sundar Das Charitable Foundation, which focuses on educational and support initiatives for underprivileged communities in India. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad set of services including fiduciary financial planning, portfolio management, and capital markets activities.

Ana Villegas is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. 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 applying an ESG eligibility framework in its recommendations.

Michelle Soares is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Aflac, Equitable Advisors, and Axa Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria in their investment recommendations.

Juliana Victoria is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She has worked with UBS and its affiliates since 2007, including UBS Financial Services since 2010, and had a brief tenure at Citigroup Global Markets and Citicorp Investment Services in 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets, custody, and lending services.

Ashley O'Kurley is a CFP® professional with over 21 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Services. O'Kurley serves as president of the Graduate Association of Phi Gamma Delta at Florida International University, a nonprofit organization supporting student leadership and academic development. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to manage portfolios across a broad range of investment options.

Jonathan Burrows is a financial advisor with J.P. Morgan Securities LLC in Miami, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at City National Bank of Florida and Power Financial Credit Union. Outside of his advisory work, he is a partner and CEO of two investment clubs, JNJ Capital Group LLC and JNJ Capital Management LLC, which manage pooled investments on a passive basis. 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 recommendations on a non-discretionary basis while supporting clients with a centralized due-diligence framework.

Diego Aparicio is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2023. Prior to that, he was with Clark Street Capital and has experience at organizations including The Pulse Sports and Purdue University. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Martin Bulnes Errazuriz is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs and Banco Security. His current role has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2024. 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 investment strategies.

Carlos Villa is a financial advisor with J.P. Morgan Securities LLC in Miami, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at various J.P. Morgan entities since 2014, including J.P. Morgan Securities and J.P. Morgan International Bank Limited. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Annick Iwanowski is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA for nine years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Victoria Cordoba Marin is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. She previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank International from 2015 to 2023. Based in Coral Gables, FL, she has been with UBS since 2023. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Florida Power and Light and Publix Super Markets, and spent seven years at Belen Jesuit Preparatory School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party managed programs and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Lester Noisom is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial. He has held roles at Raymond James Financial Services Advisors Inc. since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner and president of Noisom & Steigerwald Wealth Services, a separate business entity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning and uses various analytical tools to tailor strategies aligned with client goals.

Christian Merlano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021 and was previously with Wells Fargo Clearing and Wells Fargo Advisors. 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 and offers non-discretionary services delivered by a select group of Wealth Advisors.

Sandy Jukel is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 registrations and having 43 years of industry experience. Prior to joining Ameriprise in 2020, she worked at American Financial Services, Inc. and spent a decade at Morgan Stanley and its affiliated Private Bank from 2009 to 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with enrollment limited to clients meeting specific asset thresholds.

Delia Fung Lin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Santander Private Banking International for five years. Lin is also involved with Monokk LLC, a property management business based in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured discovery and firm-approved planning tools, serving clients through both direct relationships and corporate financial planning agreements.

Anthony Wong Pena is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and Golden Star Behavioral Services LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan organization, offering access to a range of investment products.