Eduardo Bonilla is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of a rental real estate business. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management options.

Camile Infante is a financial advisor with UBS Financial Services in Miami, FL, holding Series 65 and Series 63 licenses. Camile has one year of industry experience, with prior roles at Sanctuary Securities, Azimut Investment Advisors, and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Daniel Castelblanco is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with J.P. Morgan since 2017. Outside of his advisory role, he is involved as an owner and partner in several real estate entities. 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 when recommending strategies.

Mateo Borja is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2022 and previously held roles at Jefferies LLC and Credit Agricole. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations and a broad range of capital markets services.

Brendy Kamba is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Brendy has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ana Orriols is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at UBS Financial Services, Inc. and Bank of America, N.A. Outside of finance, her background includes roles at Project Olas and Spazio Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christeen Hermina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo since 2015, including her current role at Wells Fargo Clearing since 2021. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jonathan Kornberg is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and five years of industry experience. His prior experience includes positions at Raymond James and JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Mikaela Gaona is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023 and has prior experience at the University of Florida. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Lori Monaco is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Ms. Monaco is also a real estate agent with Fortune International. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process focused on long-term outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Richard Salvino is a Private Wealth Advisor and principal of Moeder Salvino & Associates, a team of professionals within Merrill Private Wealth Management. He leads efforts to develop tailored financial strategies for family offices, business owners, senior executives, and their family members. The team's client base spans the United States and international locations. With a career beginning in 1988, Richard's experience includes asset allocation, concentrated stock strategies, wealth transfer, and philanthropic planning among other areas. Prior to his current role, he was part of the management team at Merrill that developed Merrill Private Wealth Management and held various leadership positions including Director of Private Advisory Services and Co-Head of the Client Coverage Group. Earlier, he was with Citibank in Private Banking, starting the Miami and Palm Beach offices and managing clients within the Family Office Group in New York. Richard holds a Bachelor's degree in Philosophy from Northwestern University and a Master's degree from the University of Miami, for which he was awarded an academic scholarship. He holds the Personal Investment Advisor (PIA) designation. His personal interests include biking, fishing, and traveling.

Efren Mejia is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017. Outside of his advisory role, he is the managing member and general partner of EJM Enterprises LLC, which operates a boat charter service in Miami Bay. 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, and institutional investors, supported by internal and third-party portfolio management.

Yarilin Bernal is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 15 years of industry experience. Prior to joining Morgan Stanley in 2015, she worked at UBS Financial Services, Barclays Capital Inc., and Credit Suisse Securities (USA) LLC. Outside of her advisory role, she serves as Treasurer and Construction Director for Under City Utility Services and is involved with Amway as a member. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment research to support client goals.

Ian Yi is a financial advisor at Merrill with a Series 66 designation and no industry experience to date. His prior work includes positions at Oppenheimer & Co. Inc., Northwestern Mutual, Vivint Inc., and academic roles at Florida International University and Newton College. 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 a range of clients including individuals, institutions, and charitable organizations.

Lisandra Gil is a financial advisor at UBS Financial Services in Coral Gables, FL, holding a Series 66 designation with six years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a variety of brokerage and investment advisory offerings, including 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 financial plans to client goals.

Vladimir Filipovic is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at Meira Wealth for four years. His background also includes roles outside finance, such as with Funkshion Productions and Atlantis University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Fabian Paternoster is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He previously worked at J.P. Morgan Chase and Minkes Eye Care. Fabian's background also includes roles at Florida International University and Christopher Columbus High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and modeling techniques as part of its advisory approach.

Silvia Lopez Genovez is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Carlota Machado is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Saul Lola Lopez is a financial advisor at Morgan Stanley with two years of industry experience. He has previously worked at Raymond James & Associates, Guerra Financial Group, and the firm Farrell, Patel, Jomarron & Lopez. Outside of his advisory role, he is the sole proprietor of Rocket Securities LLC, a recreational business based in Miami. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.