Rene Marin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining UBS in 2026, he worked at Citi Private Bank and Citigroup, gaining a total of six years in financial services roles. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Jonathan Leon is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Tax Services of America (Jackson Hewitt). In addition to his advisory work, he owns Kiddooco, LLC, a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he is involved with Miami Golf. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Adriana Martinez Sarson is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 15 years of industry experience. She previously worked at Merrill from 2016 to 2023 before joining UBS. 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 and offers a broad range of capital markets and research resources.

Richard Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following three years at Citi Bank. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that integrate planning with investment management and other financial products.

Juan Martin Gonzalez Acosta is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research supported by a manager solutions team.

Jorge Medrano is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Horizon Bank and Wells Fargo Bank. Outside of finance, he works as an independent contractor for GT PRO, a live events production company where he serves as an in-room producer managing audio and lighting for live events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to support model asset allocations and incorporates broader derivatives and commodities capabilities.

Christian De Veer is an International Wealth Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial field, focusing on helping families and businesses meet their financial goals through tailored wealth management planning. Christian's expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Prior to joining Merrill, Christian worked in the Venezuelan capital market for more than two decades. He holds an Engineer's Degree from Universidad Metropolitana in Caracas, Venezuela, and completed CPWA® certification with registered education from the Yale School of Management. He is a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Christian is fluent in Spanish and English. Outside of his professional work, Christian enjoys boating, fishing, hunting, skiing, and tennis. He approaches financial advising with a commitment to understanding clients' individual goals and developing personalized strategies to pursue long-term objectives.

Matias Santo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and the University of New Mexico Anderson School of Management prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Larissa Gomez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMorgan Chase Bank and participated in campus recreation at Pennsylvania State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Brian Loria serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2012. He specializes in partnering with high net worth clients and their families to develop and implement comprehensive wealth plans. His approach includes guiding clients through investment strategies, estate planning considerations, and other aspects of wealth management to build, grow, protect, and transfer wealth. With over 25 years of experience in the financial industry, Brian's background includes roles as a Financial Advisor at Merrill Lynch from 2009 to 2012, and as an Equities Trader at several firms including Echotrade LLC, Opus Trading Fund LLC, and Schonfeld Securities, LLC between 1994 and 2009. He focuses on building long-term relationships with clients, their families, and referrals to support their financial goals.

James Williams is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley since 2019. Prior to that, he held roles at Boston College and Investec. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s models.

Maria Curbelo Miro is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing from 2019 to 2021. Maria is a co-owner of an inherited apartment in Brazil. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Alan Kahn is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for nine years before joining LPL Financial. Outside of his advisory role, Kahn is involved in tax preparation and accounting services through AJK Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Maria Diaz is a Series 66-licensed financial advisor at Morgan Stanley in Miami, FL, with 18 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, Diaz is involved in managing rental property investments and serves as the manager of OTIN LLC, a real estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that offers a comprehensive range of financial planning and investment services to individual and institutional clients. The firm employs structured planning tools and investment modeling to support tailored financial strategies.

Giuliana Rubenich is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at UBS Financial Services, BB Americas Bank, and Banco Itau SA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by proprietary tools and investment modeling.

Anastasiya Soldatova is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Eduardo Bonilla is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Raymond James and its affiliates since 2013, with earlier experience at Morgan Keegan & Company, LLC and Amfin Investment Services, Inc. Outside of his advisory role, he manages a rental real estate business through a revocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Camile Infante is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials. Camile began their advisory career in 2026 and has prior experience at Sanctuary Securities, Azimut Investment Advisors, TD Bank, and WSFS Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Daniel Castelblanco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65, 66, and 63 licenses. Prior to his current role, he worked at Morgan Stanley and has been involved with several entities including Dipa Pets Inc and BioCiclo S.A.S. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.