Louis Chiavacci is a Private Wealth Advisor with Merrill Private Wealth Management. He has over thirty years of experience providing wealth management advice to high net-worth families. Prior to joining Merrill, Louis spent eleven years as a Private Wealth Advisor and Vice President at Goldman Sachs Private Client Services in New York and Miami. He holds professional designation as a Personal Investment Advisor (PIA). Louis attended the United States Naval Academy and earned both a Bachelor of Science degree with honors and a Master of Business Administration from Indiana University. At Indiana University, he served as an Associate Instructor of Financial Accounting. Outside of his role in wealth management, Louis is involved in education, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law. There, he helped develop an investment course for attorneys pursuing a master's degree in estate tax law. He also collaborated with Indiana University's Graduate School of Business to develop a live portfolio management course focused on investment principles. In addition, Louis serves on the board of the University of Miami Center for Ethics & Public Services and has developed and taught financial literacy courses for members of economically challenged communities. He is a graduate of the FBI Citizens Academy. Louis has been recognized on multiple occasions by Forbes, Barron's, and the Financial Times in lists honoring top financial advisors and wealth management teams.

Ileana Musa is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, and previously held roles at Merrill and Bank of America, N.A. Outside of her advisory role, Musa is actively involved in nonprofit and professional organizations, including serving as Chair of the Corporate Advisory Board for ALPFA and chairing the Investment Committee for the Girl Scouts of the USA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Tomas Vasquez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan since 2017 and previously at Wells Fargo and Florida International University. Outside of his advisory role, Tomas is involved in real estate as an owner and partner of a rental property investment under an LLC. 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.

Hani Henein is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Royce Eggert is a financial advisor with Equitable Advisors in Miami, FL. He holds the Series 66 designation and has been with Equitable since 2026. Prior to becoming a financial advisor, he worked in various roles including at Trump Doral and Valdosta Country Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Ignacio Del Carril is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked for HSBC Securities (USA) Inc. and HSBC Private Bank International for 14 years prior to joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research through its extensive platform.

Justo Schiopetto is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Cohen and Deloitte & Co. He has also been involved in academic roles at Universidad Católica Argentina and UTDT. 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 applying an ESG eligibility framework in its recommendations.

Aileen Arguello is a Wealth Management Advisor with Merrill Lynch Wealth Management. She supports clients in organizing and managing their financial lives by addressing areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, retirement income, and philanthropic planning. Aileen focuses on building strong, trust-based relationships to help clients make informed financial decisions tailored to their individual circumstances. Her professional expertise includes developing customized strategies that incorporate portfolio management, estate planning services, and wealth transfer methods. Aileen holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). She earned a bachelor's degree from Rutgers University. Outside of her professional role, Aileen’s interests include adventure sports, boating, cooking, spending time with her family, traveling, and watching movies.

Alvaro Mayorga is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at UBS since 2017 and previously spent 10 years at HSBC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to customize client portfolios. The firm integrates institutional trading capabilities with wealth management, including fiduciary financial planning and comprehensive capital markets services.

Liana Portela Belliard is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation. She has been with J.P. Morgan Securities and related affiliates since 2025, with prior experience at Deloitte and Babson College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Thomas Krol is a Series 65-licensed financial advisor with LPL Financial, based in Miami, FL, and has two years of industry experience. Prior to joining LPL Financial, he worked at Brickell Analytics and Nomi Health, and he has a background that includes roles at The White House and involvement with political organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Lilliam Leon Gonzalez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with UBS since 2017 and previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Edward Mirsky is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS since 2010. Outside the financial industry, he is a partner in TOPGAN DRONES, LLC, a company focused on unmanned aerial vehicle applications, and owner of a personal holding company for real estate investments in Spain. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Michael Marino is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles at Morgan Stanley Smith Barney LLC since 2018 and a prior position at National Financial Network. He also spent four years associated with Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services that utilize structured discovery processes and advanced modeling tools.

Alejandro Gonzalez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2017, following four years at Axa Advisors. Based in Miami, FL, he provides advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rodrigo Sideris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 13 years. Outside of his advisory work, he is a partner in several business entities primarily involved in administrative duties. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and has notable capabilities in public finance and institutional consulting.

Alfredo E. Michael is a Private Wealth Manager with Merrill Private Wealth Management. He re-joined Merrill Lynch Wealth Management in August 2023 and brings over 15 years of experience in the financial industry. Alfredo focuses on serving Ultra-High-Net-Worth individuals and families, specializing in areas such as executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, managing new wealth, sports & entertainment, and retirement income. Alfredo graduated from Florida International University in 2008 with a bachelor's degree in finance, a minor in economics, and a certificate in international bank management. He began his career at Merrill Lynch Wealth Management through the Global Wealth Management summer analyst program, then served as a GWIM Analyst in Miami. In 2012, he joined J.P. Morgan International Private Bank as a banker analyst for the Andean region and held roles of increasing responsibility including associate, vice president, and executive director. He holds Series 7, 63, and 65 FINRA registrations and completed an Executive MBA with a concentration in finance at the University of Miami in 2014, as well as a Negotiation Mastery Course at Harvard Business School in 2020. Fluent in English and Spanish, Alfredo holds the Personal Investment Advisor (PIA) designation and has completed accredited certificate programs from both Florida International University and Harvard Business School.

Sugeil Perez is a financial advisor with Wells Fargo Clearing in Winter Haven, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2018. Outside of advisory work, Perez co-owns and operates a bar in Miami Lakes, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Monique Nunez De Albuquerque is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Family Wealth Partners for two years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Dusty Havens is a financial advisor with Primerica Advisors in Plantation, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at PFSI Investments Inc. and Primerica Financial Services since 2018 and previously was employed by Miami-Dade County Public Schools for five years. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and operates a tiered wrap-fee structure, emphasizing ongoing oversight and model management.