Valerio Del Gaudio is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Citi Bank, and involvement with the University of Miami and Mandolin Aegean Bistro. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

N. Issa is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Ameriprise Financial Services, having previously worked at UBS Financial Services and Merrill. Outside of advisory work, he serves on several boards and committees, including Arts for Learning Miami and the Florida Bar Standing Committee for Unauthorized Practice of Law, and owns a property that hosts events such as photo shoots and concerts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines personalized advice with research-driven analysis and operates within a product ecosystem that includes affiliated investment options.

Jason Dubler is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mauricio Solorzano is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with JPMorgan Chase Bank, J.P. Morgan Securities, Sutter Securities, and Proline Consulting Group. Outside of finance, he has worked in hospitality and retail, including roles at Cheesecake Factory and Ziggy's Boutique. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides portfolio management, financial planning, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Anne Sophie Colas is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has been with Raymond James & Associates since 2007 and holds a Series 66 designation. 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, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Andrea Ferrao is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Outside of her advisory work, she is a partner in A&E Kings Creek LLC, a real estate venture based in Miami, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without individual security recommendations in standalone planning services.

Adrian Lorenzo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Provenance Wealth Advisors. Outside of his primary advisory work, he is associated with Fortuna Wealth, where he provides financial advisory, administrative, and client service support. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolio management.

Juan Donis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2023. Outside of finance, he has worked briefly at Sloan's Ice Cream Store. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Jonathan Farah is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020. Prior to that, he had roles at CBRE and Kawa Capital Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Cristobal Quiroga Peralta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 66 licenses and has prior experience working at BAF Advisors Corp, FYNSA Corredores de Bolsa, Efg Bank, and Banchile Inversiones. 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 investment recommendations.

Vittorio Valenti is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Santander Securities and Morgan Stanley Private 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 recommendations.

Elizabeth Mcnair is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she is a manager and partner at QUP, LLC, a gift shop and merchandise business in Nevada. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with trading and custody services managed by BNY Mellon Advisors and Pershing.

Leonardo Oliveira is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2010 and holds the Series 66 designation. Outside of his advisory role, he is a proprietor of an investment partnership focused on real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client plans.

Jason Auricchio is a financial advisor with Mass Mutual Investors Services in Coral Gables, FL. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Investment Management. Outside of advisory work, he is a partner in a sports management firm. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of services including estate and employer-sponsored planning.

Erik Sheppard is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2013. Outside of his advisory role, he is an owner and partner of Cornered LLC, an entertainment venture focused on releasing self-made music. 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 affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bradly Diaz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, working across Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and strategic investment models. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Jesus Plascencia is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm offers a broad range of services including discretionary portfolio management, financial planning, and capital markets activities.

Stephen Williams is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. Outside of his advisory role, he is employed part-time as a cashier at Publix Super Markets. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Elsio Suengas is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 15 years before joining Merrill in 2022. 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mari Zayas Bazan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. Aside from her advisory role, she manages a personal investment real estate property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm also combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment products.