Victor Casado is an International Wealth Advisor at Merrill Lynch Wealth Management. He has been in the wealth management industry for more than 22 years, focusing on serving high-net-worth clients through customized family wealth management strategies and international wealth management. His expertise also includes legacy planning, liquidity management, managing new wealth, portfolio management services, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Victor's professional experience includes a 15-year tenure at a full-service boutique broker/dealer firm in Coral Gables, where he held various roles including Financial Advisor, Director, shareholder, Chief Investment Officer of the Asset Management division, Sales and Trading Manager, General Securities Principal, and Head of the Fixed Income Trading Desk. He joined Merrill Lynch Wealth Management in 2016. He holds a Bachelor's Degree in Business Administration (1998) and an MBA in Finance (2002) from Florida International University. Victor is also a Personal Investment Advisor (PIA). Born and raised in Venezuela, Victor has lived in Doral since 1995 with his wife and two children. He is fluent in English and Spanish. Outside of work, he enjoys baseball, basketball, cooking, music, running, soccer, traveling, watching movies, yoga, and spending time with his family.

Jorge Hoyos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining J.P. Morgan in 2025. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Juan Arango Alvarez is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 10 years of industry experience. He was previously with Wells Fargo Advisors from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an 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, managing approximately $2.74 trillion in client assets through its structured planning process and broad investment services.

Alicia Figueroa is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior work at Citibank from 2013 to 2018. Outside of her advisory role, she acts as an insurance agent assisting clients with life, disability, long-term care, fixed annuities, and health insurance, and she also works with structured settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Michael Chio is a Series 66 licensed financial advisor with Raymond James Financial in Coral Gables, FL. He has held roles at Raymond James Financial Services and Private Wealth Management of Coral Gables since 2026. His prior work includes positions at MasTec and Christopher Columbus High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Arianne Cendon Ruisanchez is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, she worked at Banco Sabadell Miami Branch and has held positions in educational institutions including Florida State University and the University of Colorado Boulder. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured processes and advanced modeling tools.

Andrea Fusero is an International Wealth Advisor with Merrill Lynch Wealth Management. He brings over ten years of international experience across global markets, specializing in areas such as executive compensation, family wealth management strategies, international wealth management, legacy planning, liquidity management, philanthropic planning, small business strategies, sports and entertainment, and tax minimization. His work is informed by a broad background in international business development, mergers and acquisitions, globalization strategy, innovation, product development, marketing, and international negotiation. Andrea began his career at the European Parliament before working as a strategic consultant in China for the Southeast Asia region. Following the completion of his MBA, he served as Managing Director of Pantheon Group, a corporate finance and wealth management firm in Europe. He holds a Bachelor’s and Master’s degree in Management Engineering from the Polytechnic of Milan and earned his MBA from Hult International Business School in Cambridge, Massachusetts. Andrea maintains FINRA Series 7, Series 63, and Series 65 registrations and holds the Personal Investment Advisor (PIA) designation. Fluent in English, French, Spanish, Portuguese, and Italian, he has extensive cross-cultural and cross-functional teamwork experience. Andrea is involved in community organizations including the Rotary Club and Red Cross International. Outside of work, he pursues interests such as antiquing, boating, bowling, golfing, music, skiing, soccer, surfing, tennis, and traveling.

Diandra Weaver is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. 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 multiple regulatory registrations to deliver both advisory and brokerage services.

Nicholas Seis is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Miami, FL. He has experience working at Evensky & Katz / Foldes Wealth Management and JPMorgan Chase Bank, N.A., among other firms. J.P. Morgan Securities 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 in its recommendations.

Jordan Ellerbe is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Park Avenue Securities, Guardian Life Insurance Company, and The Bulfinch Group. In addition to his advisory role, Ellerbe is involved with LRB Wealth Strategies LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options.

Jonathan Baikov is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Morningstar and roles in higher education at the University of Iowa and Oakton Community College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and matches clients to advisory models often implemented by third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Roberto Velez is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 66 licenses and over 14 years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America and Wells Fargo affiliates. Outside of his advisory work, he serves as secretary for the Catalina West Homeowners Association. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party managers for a range of individual and institutional investors.

Ryan Masters is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel from 2015 to 2025 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model client outcomes.

Diana Orea currently serves as Vice President, Wealth Planner. She has accumulated extensive experience in the financial services industry, having held roles including Vice President Financial Consultant at Fidelity Investments from 2018 to 2025, Financial Advisor at American International Group from 2013 to 2018, and Financial Specialist at Linq Financial Group from 2009 to 2013. Her earlier positions include Regional Sales Director at Advantec HR and Financial Representative at Northwestern Mutual Financial Network. Her professional background encompasses a variety of financial planning and advisory roles, reflecting a broad expertise in wealth management and financial consulting. Diana's mission is to collaborate with clients to create customized financial plans tailored to their unique needs and goals, aiming to provide them with direction and peace of mind. Outside of her professional endeavors, Diana has interests in art and music.

Edwin Rodriguez Salazar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2020, with prior experience at ACR of South Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm combines these planning services with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Gina Jamurath is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to investment advice. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Adrian Quinteros is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008, working both at UBS International IN and UBS Financial Services in Miami, FL. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and custody services.

Luis Castellanos is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, and previously with BNY Mellon and MBSC Securities Corporation. Outside of his advisory role, he is involved in several business ventures including ownership in a land and cattle enterprise and a consulting company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning and a comprehensive investment approach supported by its Global Investment Committee.

Manuel Pinto is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services since 2010 and has a broader tenure at UBS International dating to 2004. Outside of advisory work, Pinto is involved in agricultural and livestock enterprises, serving as general manager and financial strategist for multiple family-owned farming ventures. He also acts as president of a local tourism promotion committee in South Miami-Dade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Veronica Pereira is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020. Her prior experience includes roles at Citigroup and SunTrust, where she served in advisory and investment services capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning that utilizes structured discovery processes and advanced modeling tools.