Antonella Siari is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at HSBC, Societe Generale, and Alvarez & Marsal. 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 eligible investment strategies.

Sandra Ortega is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2019, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors LLC. Barbier serves on the board of the Peacock Building Association, where she supervises building maintenance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Alain Albergel is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as a power of attorney and personal representative for a family member's account. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Alvaro Guerra is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Merrill and an additional 12 years at Lloyds Bank, he has developed expertise in executive compensation, equity compensation services, international wealth management, managing new wealth, and portfolio management services. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Alvaro holds a Bachelor's Degree in Civil Engineering from Universidade Federal de Minas Gerais in Brazil and completed courses in Economics for Engineers at Fundacao Dom Cabral. He also earned a Diploma in Business Administration from the University of Birmingham in the United Kingdom. Alvaro holds the Personal Investment Advisor (PIA) designation and is fluent in English and Portuguese. Outside of his professional role, Alvaro enjoys cooking, music, soccer, spending time with his family, traveling, and watching movies. His client-focused philosophy emphasizes simplicity and transparency in wealth planning to help clients manage and achieve their personal financial objectives.

Jorge Martinez is a Series 66 credentialed financial advisor with 13 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2026 after over a decade at J.P. Morgan in various securities and banking roles. 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 combines research and analytics with a wide range of brokerage and advisory solutions across its large network of financial advisors.

Sneyder Crespo is a Series 66-licensed financial advisor with Merrill, based in Coral Gables, FL, with seven years of industry experience. His prior roles include positions at JPMorgan Chase and Bank of America, N.A. He is involved in a small investment-related business, Crespo-G Investment Group LLC, which he manages alongside his advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sileo is a CFP®-credentialed financial advisor with 29 years of industry experience, currently with LPL Financial since 2025. He previously spent 16 years at Western International Securities, Inc. Sileo also manages a non-variable insurance business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

Yancy Ranalli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with UBS since 2016 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

Allen Stein is a financial advisor with Primerica Advisors in Miami, FL, holding a Series 65 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Alfredo Rotemberg is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Angel Mendoza is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities LLC, CitiGroup Global Markets Inc, and Amerant Investments, Inc. Mendoza is currently based in Orlando, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Kevin Forrest is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in an automotive business focused on buying, repairing, and reselling vehicles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Gregory Vaughan is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Vaughan serves on the investment committee and advisory board for the School of Business at Santa Clara University and is a partner in several private equity and venture investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and analyses.

Giulio Gilardi Vega is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having six years of industry experience. He previously worked at Banco de Credito BCP and Duke University before joining J.P. Morgan. Outside of finance, he is a shareholder in a private vascular care practice owned by his brother. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrea Svercek is a financial advisor with Merrill in Miami, FL, holding a Series 66 credential and five years of industry experience. She has worked at Bank of America and Merrill since 2020, following a ten-year tenure at Bank of America from 2009 to 2019. Outside of her advisory role, she holds power of attorney for a private entity known as K S SEP. 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 plans, corporations, and charitable organizations.

Naizony Gonzalez is a financial advisor with J.P. Morgan Securities LLC, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. Gonzalez has worked with J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, NA since 2009. Outside of advisory work, Gonzalez is involved with NSZL Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Rene Negron is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 23 years of industry experience. He has worked at Equitable Advisors since 2003, with a brief period at Insight Securities, Inc. He serves on the boards of the Coral Gables Chamber of Commerce and the Rotary Club of South Miami, where he is also treasurer. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of investment programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed advisers.

Francisco Maia is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Fernando Guisasola is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable, he worked in education at the middle and high school levels and also held positions at Florida State University and the UPS Store. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party investment solutions.