Rodrigo Garcia is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2012. Outside of his advisory role, he co-owns a business that imports and distributes vegan snacks. 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 advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Emmanuel Munoz is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, N.A., and Claims Elements, as well as experience in education with Miami Dade Public Schools and higher education institutions. He is also listed as an authorized signer on his wife's healthcare business, Live Renew Revive. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alberto Munoz is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at John Hancock and Ingham Retirement Group. Outside of finance, he is a silent partner in a tennis equipment business and a real estate investment firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation and centralized due diligence with an ESG eligibility framework.

Jorge Gutierrez is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advisory services, he is involved in insurance sales through various carriers. 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 a variety of asset-management programs through a network of Investment Adviser Representatives.

Jose Vides is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previous experience at Morgan Stanley Private Bank and Scotiabank. Outside of his advisory role, he is the owner of MOMIA LLC, a business established to purchase real estate for primary residence purposes. 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 non-discretionary financial planning and consulting, drawing on a range of portfolio management styles and affiliated research, with notable municipal advisory capabilities and an extensive affiliate network.

Gabriel Soldi is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Citibank NA and New York University. Outside of his advisory work, he manages Solvera Capital LLC, a family-owned entity established for occasional investments in real estate and private businesses, though it has not made any investments to date. 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.

Carlos Huertas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory including multi-manager structures, and delivers model portfolios built from a range of mutual funds, ETFs, and ETPs.

Ariel Sanchez Alfonso is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Regions Bank and BB&T in various capacities related to wealth advisory and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors managing over $256 billion in assets.

Javid Mortazavi is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual Life Insurance Company, MML Investor Services, and Principal Life Insurance Company. Outside of his advisory work, he is involved in youth sports coaching and officiating, owns a training academy focused on girls’ soccer and flag football, and serves as an adjunct professor at Miami Dade College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a range of third-party advisory models and delivering services through a large network of Investment Adviser Representatives.

Arletys Gonzalez Rodriguez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erik Sherman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 16 years before joining OSAIC in 2018. Sherman serves as president of the Atrium in the Grove Homeowners Association and is a managing member of an LLC involved in rental property management. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services including financial planning, retirement plan consulting, and access to third-party asset managers. The firm employs various portfolio construction tools and supports multiple investment platforms and transitions.

Luciano Gani is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bradesco Bank, Bradesco Global Advisors Inc., and UBS AG. His background includes roles at both international and U.S.-based financial institutions. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rodrigo Simoes is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses. He has eight years of industry experience, all with various entities within the J.P. Morgan organization. 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.

Julio Revuelta is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. Prior to joining Raymond James in 2020, he worked at Safra Securities LLC and Safra National Bank of New York from 2014 to 2020. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

Marcos Takeda is a Series 66 designated financial advisor with UBS Financial Services in Coral Gables, FL, where he has worked since 2017. He has nine years of industry experience. UBS Financial Services 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, leveraging proprietary research and a broad platform of capital markets and advisory solutions.

Emilio Rangel Jr is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Pruco Securities, The Prudential Insurance Company of America, OneAmerica Securities, American United Life, and Citibank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages diverse portfolios, including fund advisory and model portfolios, and serves as a registered commodity pool operator with oversight of multiple registered investment companies.

Axel Hatrick is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Miami, FL, with 4 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has been with various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Thomas Atkinson is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2010. Outside of his advisory work, he co-owns a short-term rental apartment in Winter Park, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Orlando Botton is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. He has been associated with JPMorgan Chase Bank and JP Morgan Securities since 2013 and previously managed his own investment-related entities. Outside of his advisory work, he is involved in real estate investments and manages several LLCs, including The Botton Holdings LLC and 10228 LLC, alongside his wife. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rodolfo Muniz Jr. is a CFP® professional with 19 years of experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Miami, FL. 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 delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.