Krystina Tamayo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase and J.P. Morgan Securities since 2013. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jorge Gomez is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS and its affiliates since 1996. His outside activities include serving on the advisory board of Belen Jesuit Prep School, participating as a member of the University of Miami Citizens Board, serving on the Orange Bowl Investment Committee, and acting as a director of Amigos of the Cuban Heritage at the University of Miami. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of portfolio management and financial planning services. The firm integrates institutional trading capabilities with wealth management and offers additional services such as custody, underwriting, and securities-backed lending.

Ashley Ruiz is a Financial Advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Wells Fargo and Florida International University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Gustavo Grinberg is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a passive member of a family-managed real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk profiles.

Juan Porro Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial for 28 years. Outside of advising, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Alejandro Melo is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at Financial Designs Wealth Management, Total View Advisors, and Landmark Properties, Inc. He also has academic experience from the University of Miami and the University of Florida. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Juan Paysse is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he is the owner of Paysse Family Holdings LLC, an entity managing his personal bank accounts. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate complex investment strategies and planning resources.

Joanna Navarrete is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carlos Gonzalez is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2016. Gonzalez also serves as an independent contractor and officer for CAG Capital Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, as well as specialized municipal and public finance advisory services.

Jorge Maquilon is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in international banking, working for nine years at Santander Private Banking in Miami. During this time, he held roles including fixed income trader and banker covering multiple Latin American countries such as Mexico, Venezuela, Argentina, and Chile. Jorge joined Merrill Lynch Wealth Management in 2007 and focuses on International Wealth Management, Managing New Wealth, and Sports & Entertainment. Jorge brings over 20 years of experience in asset and risk management, portfolio construction, financial strategies, and wealth management planning. He holds a Bachelor's Degree from Florida International University, a Master of Business Administration from the University of Miami, and a Master's Degree from Florida International University. Jorge is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes delivering personalized financial strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Outside of his professional work, Jorge enjoys chess, soccer, traveling, and spending time with his wife Silvia and their two daughters. He also participates in community volunteering, following Merrill's tradition of engagement in the communities they serve.

Renata Auxiliadora Del Barco Mattos is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and with JPMorgan Chase Bank NA since 2013. 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 in its recommendations.

Victoria Corrigan Fine is a financial advisor with Merrill in Coral Gables, FL, holding Series 63 and Series 65 licenses. She has 38 years of industry experience and has worked at Merrill since 1987 and Bank of America since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luis Pena Hernandez is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to joining Merrill, he held various roles in sectors including food delivery and retail, as well as positions in education at Ronald Reagan Senior High School and Divine Savior Academy. 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 serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Chong Ling is a Series 66 licensed financial advisor with Merrill in Coral Gables, FL, with 37 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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, and various institutional investors.

Natalia Escobar is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 designations and having 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with a two-year period working at N&A LLC from 2020 to 2022. 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 applies an ESG eligibility framework when recommending investment strategies.

Muzzy Jackson is an International Wealth Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 following a 20-year career in Major League Baseball as a player, scout, and executive across the Royals, Reds, Diamondbacks, and White Sox organizations. In his advisory role, Muzzy specializes in developing disciplined financial strategies tailored for professional athletes, coaches, agents, executives, and other sports industry professionals, as well as their families and businesses. His expertise lies in addressing the unique financial needs of public figures while safeguarding their privacy. Muzzy holds a Bachelor of Science degree from Mercer University and a Master of Education from East Stroudsburg University. He also completed an internship with the NCAA National Office in Administration & Finance. He carries professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Muzzy participates in various charitable organizations and is an advocate for youth athletics. He is affiliated with several professional groups, including the Buck O’Neil Scouts and Coaches Association, Kappa Alpha Psi Fraternity, Inc., Mercer University Alumni Association, and the Minority Baseball Prospects (MBP) Helping Hands Foundation.

Eduardo Gonzalez is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over three decades at Merrill and nine years at Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pablo Joaquin Ordonez Coronel is a Series 66-licensed financial advisor at J.P. Morgan Securities with less than one year of industry experience. His background includes roles at J.P. Morgan Securities LLC and a period of employment at Comprasigma S.A., along with time spent at Trinity University. 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 when recommending investment strategies.

Yamely Gonzalez is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she worked at Ameriprise Financial Services and has experience managing a small real estate business as an owner of YG Miami Investments 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 investment recommendations.

Rafael Lopez is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Morgan Stanley and affiliated entities since 2012, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process relies on structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.