Mary De Luis is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63, 65, and 66 designations and 15 years of industry experience. She has worked with JPMorgan Chase and J.P. Morgan Securities since 2018 and previously spent two years at Element Point Advisors. Outside of finance, she is an owner and partner of Goat & Pail LLC, a business producing goat milk gelato. 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 inform recommendations.

Daniel Perez is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. He began his career as a Registered Representative at MassMutual in 2014 and has held several roles in financial consulting and investment before his current position. His experience includes working as an Investment Consultant with Scottrade and Fidelity Investments, as well as serving as a Relationship Manager. In his role, Daniel collaborates with clients and their families to create customized financial plans that address individual needs, priorities, and goals. He draws on Fidelity's resources to support informed financial decisions and aims to build long-term client relationships. His professional background is focused on financial consulting and investment management. Outside of his professional work, Daniel has interests in beach activities, fitness, food, football, golf, and traveling.

Luisa Baker is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked within various Morgan Stanley divisions since 2018. Outside of her advisory role, she is involved in business development for a healthcare-related company in Miami. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by advanced modeling tools and a broad range of investment programs.

Barry Brosius is a financial advisor with Ameriprise in Miami, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business that handles shared office expenses for himself and other Ameriprise advisors. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Juan Carlos Espinal is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Agustin Pillado Matheu is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 credential. His prior work includes roles at Goldman Sachs and Top Tier Management LLC. Outside of his advisory work, he is a co-owner of Misty Duke Ventures LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and manager searches through its Institutional Consulting Services program. The firm’s approach integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Heidy Frank is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and BNY Mellon N.A. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and consulting with a generally non-discretionary approach supported by extensive research and a range of portfolio management styles.

James Keeble is a financial advisor at J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials with less than one year of industry experience. His prior work includes roles at Bustamante Fábara S.A.S. and Universidad San Francisco de Quito. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized manager due diligence.

Jesus Chacin is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Santander Private Banking. He is based in Miami, FL. 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.

Alfonso Jimenez is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2001 and joined Merrill Lynch in 2011. Alfonso holds FINRA Series 7 and 66 registrations as well as the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor, enabling him to recommend individual or combined investment strategies from Merrill or approved third-party managers. Alfonso’s approach to wealth management focuses on understanding each client’s family, financial situation, and priorities to create customized plans that adapt as needs and market conditions evolve. His client focus areas include education planning, family wealth management strategies, managing new wealth, and retirement income. Before his career in financial advising, Alfonso worked in residential mortgage financing. He earned a Bachelor's degree from Florida State University. Committed to community involvement, Alfonso serves on the Finance Committee at St. Hugh Catholic Church and School, participates in Habitat for Humanity, and engages in local parish ministries. Originally from Florida, he resides in Coral Gables with his wife and two sons.

Nelson Mompierre is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His background includes roles with the New York Mets, Tampa Bay Rays, and St. Thomas University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured annual planning relationships using firm-approved software and delivers recommendations without investment discretion.

Van Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Raymond James in various capacities since 2012 and is also involved with BNI Synergy. Outside of his advisory role, Martin manages operations for The Gables Legacy Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and employs risk profiling and analytical tools to tailor recommendations that clients can implement through its advisory programs or other providers.

Abel Guerrero is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. He previously worked at Professional Airlines Services for LATAM Airlines from 2014 to 2020 and has been with Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Juan Sotelo Bustamante is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Intermex Wire Transfer, Bancolombia Capital, and Cibest Capital Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs to tailor investment solutions based on client information and risk tolerance.

Gladys Dowd is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a trustee and holds power of attorney responsibilities for trusts in Miami Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Kira Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Bielfield Moskowits Group. She holds a Bachelor's degree from the University of Miami and an MBA in Finance and Strategy from Vanderbilt University. Kira is a second-generation advisor and possesses professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She also holds FINRA Series 7 and Series 66 registrations. Her expertise encompasses a range of client focus areas such as college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, and retirement income strategies, with a special emphasis on women and wealth. Kira works closely with clients to develop personalized financial strategies to help them build wealth, create lifetime income streams, and navigate stock market volatility. Outside of her professional role, Kira enjoys gardening, music, swimming, and spending time with her family. She approaches her work with the philosophy of collaborating one-on-one with clients to pursue their long-term financial goals and objectives.

Guillermo Olmedillo is a financial advisor at Primerica Advisors in Miami, FL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. In addition to his advisory role, he serves as president of Guillermo Olmedillo, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Alejandro Granados Jimenez is a financial advisor with J.P. Morgan Securities in Miami, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual, Morgan Stanley, and Amarillo National Bank. 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 incorporating an ESG eligibility framework in its investment recommendations.

Jorge Perez is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 14 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Jose Rodriguez Torres is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and assist in developing short-, mid-, and long-term financial goals. His advisory services include general investing, retirement planning, philanthropic planning, and addressing unexpected financial needs. Jose also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions, ensuring comprehensive support for clients’ financial concerns. Raised in the Dominican Republic by parents with banking backgrounds, Jose developed an early interest in guiding clients beyond transactions toward meaningful financial objectives. He holds a Bachelor's Degree from American University and a High School Diploma from Carol Morgan School. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jose is a member of Sigma Chi Fraternity and communicates fluently in both English and Spanish. Outside of his professional role, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family and his Standard Schnauzer, Mangu.