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 in Miami, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to his current role, he worked at Banco de Credito BCP for five years. Outside of his advisory work, he is a shareholder in a private medical practice operated by his brother. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate ESG criteria.

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, holding Series 65 and Series 66 licenses and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and has also been affiliated with JPMorgan Chase Bank, NA since 2009. Gonzalez currently serves at NSZL Management LLC since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to derivatives and commodities capabilities.

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 at J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Rodrigo Azevedo is a financial advisor at J.P. Morgan Securities in Miami, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with J.P. Morgan in various capacities since 2015, including roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 through a non-discretionary program. Their advisory process combines systematic quantitative screens and qualitative research supported by a centralized manager solutions team.

Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.

Luca Majic is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and Global Investment Committee insights.

Jhonne Alexandre is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services. Outside of his advisory role, he is also an associate at PGW Advisors, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance services uncommon among large institutional advisors.

Rafael Sagarbarria is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. His prior work includes roles at Wells Fargo Clearing and HSBC Private Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.

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.

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.