Anabela Puyana is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at HSBC Securities USA, Northwestern Mutual Investment Services, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team using quantitative and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Christian Zarraluqui is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2011 and has been associated with Bank of America, N.A. since 2018. Outside of his advisory role, he is involved in entrepreneurial activities, including managing a website development project that connects junk yards with clients seeking specific car parts and serving as a manager of a limited liability company. 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.

Vicente Del Rio is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 11 years before joining UBS in 2021. Outside of his advisory role, he is a partner in I3 Capital Partners, LLC, focusing on private investments, and is involved in I3 Marine, LLC, which relates to recreational boating. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.

Yizenia Alvare Garcia is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services from 2010 to 2023. She is currently based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Jessica Osteen is a financial advisor with Morgan Stanley in Coral Gables, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, she worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as a board member for several real estate-related entities. Morgan Stanley Wealth Management is a large 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 supported by firm-approved tools and a structured discovery process.

Rogelio Fernandez is a financial advisor at UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Javier Ferreira is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and UBS International Inc. Outside of his advisory work, he is involved in residential real estate ownership. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jose Lequerica is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose graduated from Fordham University in 1974 with a Bachelor's degree in political science. He is a senior member of his team, bringing extensive experience to his role in wealth management.

Dayana Pelaez is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all with UBS since 2015. She serves clients from Miami, FL. Outside of her advisory role, she is a trustee for a family trust established by her domestic partner. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and capital market insights.

Seth Williamson is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Uber, Defense Finance and Accounting Service, and Grubhub, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and investment manager search through a centralized due diligence process supported by both quantitative and qualitative research.

Olivia Connor is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Adams Gallinar PA and Norwegian Cruiselines, as well as involvement with the Key Biscayne Tennis Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Monica Quirante Morales is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked within various roles at J.P. Morgan Chase Bank and Emory University. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Maria Castro is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with 15 years of industry experience. She has been with UBS International since 2010. Outside of her advisory role, she owns and operates The Organic Chicks, an informal business selling organic granola to friends and family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, delivering tailored financial plans and portfolio management supported by proprietary research and institutional trading capabilities.

Angela Scioscia Locantore is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at CBRE and has held roles at Plus One Holdings Inc. and Marin Sport Center LLC, which operated under the name 360 Energy in Motion. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages a broad array of client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Guilherme Aragao is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Based in Miami, FL, he is part of a large advisory team serving a diverse client base. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Paul Greyson is a Financial Advisor at Merrill Lynch Wealth Management who partners with high-growth individuals and their corporations, focusing primarily on High-Earner-Not-Rich-Yet (HENRY) clients and Ultra-High-Net-Worth (UHNW) families. He leverages his personal experience as a former HENRY and a lifelong member of a UHNW family to inform his approach, treating clients with the same care and commitment he would his own family. Paul emphasizes the importance of candid, insightful advice and believes strongly in aligning his investment decisions with those of his clients. Prior to joining Merrill, Paul served as CEO and CIO of a boutique investment management firm specializing in a Long/Short U.S. equity hedge fund and previously worked at Morgan Stanley as a Registered Associate and Private Wealth Management Analyst. He holds a Bachelor of Science degree in Communications Studies from Northwestern University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul enjoys golfing, hiking, pickleball, rock climbing, skiing, tennis, traveling, watching movies, and spending time with his family. Since 2023, he has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami.

Katherine Lingle is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Lingle serves as a board member on the Endowment Committee for The Cushman School, overseeing approximately $750,000 in investments. 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, with clients retaining final decision-making authority.

Lauren Feder is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has previously worked at In The Know Experiences and Northwell Health. Lauren is based in Miami, FL. UBS Financial Services Inc. 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 and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Beatriz Correa is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Agia, Valic, and FedEx Express. 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 advisory framework.

Michele Landa Brooker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved in property management and real estate investments in Miami Beach and New York, and she holds a partnership interest in a biotechnology venture fund. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides comprehensive financial planning through its network of Financial Advisors and specialized groups.