Olivia Fernandez Pereyra is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, she was employed at HSBC Securities (USA) Inc. and HSBC Bank USA for over a decade each. Outside of her advisory role, she serves as an executive director of Amuni Incorporated, a Florida LLC established with her husband for real estate decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Aaron Gonzalez Sobrino is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A. and several positions related to Washington and Lee University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes non-discretionary services and integrates an ESG eligibility framework in its investment recommendations.

Michael Revilla is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Cityline Partners LLC, West Palm Partners LLC, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved as an owner and managing member of Cityline Partners LLC and West Palm Partners LLC, which are groups of investors in real estate developments in Dania Beach, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eric Beira Casanova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at TD Bank and JPMorgan Chase. Outside of finance, he is involved in publishing and authorship of short fiction. Wells Fargo Clearing provides retirement plan consulting services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and offers both discretionary and non-discretionary services to qualified ERISA and non-qualified deferred compensation plans.

Serge Permyakoff is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Bank of America. Permyakoff serves as trustee and beneficiary of a family irrevocable trust managing a rental property. J.P. Morgan Securities 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.

Esteban Uribe is a Series 66-licensed financial advisor with J.P. Morgan Securities in Miami, FL, having three years of industry experience. His prior roles include positions at BCI Securities Inc. and Maxim Group LLC. Outside of finance, he coaches youth soccer classes through Starting Soccer LLC on weekends. 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 applying an ESG eligibility framework when recommending investment strategies.

Alfredo Collazo is a Series 66-licensed financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he owns a rental property in San Juan, Puerto Rico. 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, delivering services on a non-discretionary basis.

Geoffrey Ivonnet is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. He is also a partial owner and chef of Flanetela, Inc., a dessert company that caters to restaurants. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of services including investment policy statement preparation, performance reporting, and participant education.

Santiago Villegas Suta is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPM Chase National Corporate Services, Inc. and J.P. Morgan Securities LLC since 2012. 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 applies an ESG eligibility framework when recommending strategies.

Rolando Handal is a Senior Resident Director and International Wealth Advisor based in Coral Gables, Florida. He specializes in assisting high-net-worth families, including business owners, C-suite executives, and physicians in the United States and abroad, in navigating the complexities of wealth management. His practice emphasizes personalized financial planning that addresses the unique needs and objectives of each client. With over 28 years of experience in the financial services industry, Rolando offers a wide range of capabilities such as investment management, portfolio construction, estate planning services, tax optimization strategies, alternative investments, and lending through Bank of America. His areas of focus include divorce transition planning, family wealth management strategies, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Rolando holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor® (CPFA). He earned a Bachelor of Arts in International Relations from Florida International University and a Master of Business Administration from the University of Miami. Outside of his professional work, Rolando enjoys traveling, boating, fishing, attending sporting events, and spending time with his wife, Karla, and their two children, Andrea and Daniel.

Laura Steckler is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2006. Outside of her advisory role, she is a member of Business Networking International in Miami. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Tiffany Vu is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Innovative Partnerships Group, Alliance Bernstein, and the University of Southern California. 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.

Carolyn Chaverra is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2014 and JPMorgan Chase Bank NA since 2011. 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 applies an ESG eligibility framework when recommending investment strategies.

Aja Nixon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2004 as a Marketing Director for a Merrill Lynch Private Wealth Management Group in Cincinnati, Ohio. She has also held multiple management roles, including Practice Management Consultant for the Southeast Division based in Miami and Performance Manager for the Financial Advisor Development Program serving Greater Fort Lauderdale and Miami. In her role as a Financial Advisor, Aja focuses on helping clients identify their personal financial goals and developing customized wealth management plans tailored to their unique needs. Her client focus areas include family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Aja holds the Professional Investment Advisor (PIA) designation. Aja earned a Bachelor of Arts in Marketing with a minor in Accounting from the University of Indianapolis. She currently resides in Fort Lauderdale. Outside of work, she enjoys cooking, spending time with her family, and traveling.

Sofia Iguaran Mogollon is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., and Timbuktu Capital Management, as well as academic experience at Hult International Business School. 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 applies an ESG eligibility framework when recommending investment strategies.

Ernesto Angueira is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 25 years of industry experience, including ten years at UBS Financial Services prior to joining Raymond James in 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 investors, and charitable organizations, offering financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Milan Harasic Vega is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Anchor Bank and PNC Financial Services Group, Inc., as well as positions in education and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Christine Quinones Spurling is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been associated with Raymond James Financial and its related entities since 2008 and is the owner of CQS Finance Corporation, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Bruce Rudenberg is a financial advisor at Wells Fargo Advisors in Miami, FL, holding Series 63 and Series 65 registrations with 51 years of industry experience. His career includes prior roles at UBS Financial Services and UBS International Inc., and he has been with Wells Fargo in various capacities since 2009. He is also involved in investment-related activities through ownership of BARBGR, LLC and CHITOWNRUDEY, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools to develop recommendations.

Santiago Lens Lopera is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Banco Santander International and the University of Miami. 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 solutions.