ADVISOR BIO

Alan Edward Kurtzweg is a financial professional with over 27 years of experience in the industry. He is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice in California and Florida. Alan has a broad range of experience, having previously worked with Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, State Farm VP Management Corp., and VTR Capital, Inc. His commitment to providing exceptional client service is evident in his extensive industry experience and his dedication to staying current with industry trends and best practices.

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ADVISOR BIO

Jill Janiece Mcbrayer is a financial professional with over 15 years of experience in the industry. Jill is currently registered with Charles Schwab & CO., Inc. and has held previous positions with TD Ameritrade, Inc. and LPL Financial Corporation. Jill holds the Series 6, 7, 9, 10, 63, and SIE licenses. Jill specializes in financial planning, portfolio management, and wrap fee programs.

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ADVISOR BIO

Daniel Marino is a financial advisor with over 2 years of experience in the industry. Daniel is currently registered with Charles Schwab & CO., Inc.. Daniel has previously been registered with a variety of firms over their career. Daniel has passed the Series 63, Series 7TO, Series 9, SIE exams. Daniel also holds the Series 9 designation. Daniel specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Ricardo Cases is an active investment advisor representative. Ricardo is registered with J.p. Morgan Securities Llc, an investment advisor headquartered in New York, NY. Ricardo has been in the financial services industry since May 31, 2005. J.p. Morgan Securities Llc is an investment advisor registered with the SEC and has 7426 investment advisor representatives. Ricardo is also registered as an investment advisor in Florida.

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ADVISOR BIO

Taimi Bek is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. since October 2022. Bek has been working in the industry since April 2021 and holds Series 7TO, SIE, and Series 66 licenses. Bek is currently registered with the state of Florida as both a broker-dealer and an investment advisor. Taimi Bek's experience includes working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Raymond James Financial Services Advisors, Inc. is a well-established financial firm with a strong track record of providing investment advice and financial planning services to individuals and institutions.

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ADVISOR BIO

Jerome Long is a financial advisor currently registered with International Assets Investment Management, LLC. Jerome has been in the financial services industry since October 4, 2014. Jerome is licensed to provide investment advice in North Carolina and South Carolina. Jerome is also registered with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Alejandro Mariano Bugallo is a financial advisor with RBC Capital Markets, LLC in Orlando, Florida. Alejandro has over 20 years of experience in the financial services industry. Alejandro is registered with the state of Florida. Alejandro's expertise includes working with high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

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Jesus Pineda is a financial advisor with over 11 years of experience in the industry. Jesus Pineda is currently registered with MML Investors Services, LLC and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jesus Pineda has previously been registered with NYLIFE Securities LLC. Jesus Pineda is a dedicated financial advisor with a strong track record of providing clients with personalized financial solutions. Jesus Pineda is committed to helping clients achieve their financial goals and has expertise in areas such as financial planning, retirement planning, investment management, and insurance.

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ADVISOR BIO

Laura Davila is a financial advisor with over 2 years of experience in the industry. Laura is currently registered with J.p. Morgan Securities LLC. Laura has previously been registered with a variety of firms over their career. Laura has passed the Series 6TO, SIE exams. Laura also holds the no known designation. Laura specializes in 1, 2, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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