ADVISOR BIO

Gonzalo Bello is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gonzalo has been in the industry since March 2015. Gonzalo is registered to provide investment advice in Florida, Texas and other states. Gonzalo currently works in the Miami, FL branch of Merrill Lynch, Pierce, Fenner & Smith Inc. Gonzalo holds the Series 7, Series 66 and SIE licenses. Gonzalo specializes in providing portfolio management for individuals and businesses.

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Grace Patricia Rocha is a financial advisor with over 25 years of experience in the industry. Grace has worked with Citigroup Global Markets Inc. since 2010, and is currently a Registered Representative. Grace has extensive experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Grace has a Series 7, 10, 24, 63 and 66 licenses and has a proven track record of success in helping clients achieve their financial goals. Grace is a dedicated professional with a strong commitment to providing her clients with personalized financial advice and guidance.

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Grace Tenke is a registered representative of J.p. Morgan Securities LLC and has been in the industry since 2022. Grace is a Series 66, Series 7 and SIE licensed individual. Grace's firm has a presence in Miami, FL and more than 50 billion dollars in assets under management. J.p. Morgan Securities LLC provides a wide range of financial planning and investment advisory services to individuals, corporations, and institutions.

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Gracie Maya is a financial advisor with Wells Fargo Clearing Services, LLC. Gracie has been in the industry since 2008 and has held various roles at different firms. Gracie's expertise spans a broad range of financial services, including investment consulting, financial planning, and portfolio management for businesses and individuals. Gracie's dedication to providing personalized financial guidance and comprehensive solutions has earned her a strong reputation in the industry.

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Graydon Oliver is an investment advisor representative with Corient. Graydon has been in the industry since 2010. Graydon is licensed to provide investment advice in Texas. Graydon previously worked at Avalon Wealth Management LLC. Graydon has passed the Series 63, 65, 7TO, SIE and 22 exams. Graydon specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Corient is a registered investment advisor with the SEC and is located in Miami, Florida. Corient has approximately 1341 clients and manages over $118 billion in assets. Corient offers investment advisory services to individuals, corporations, trusts, and other entities.

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Gregory Daniel Pool is a financial advisor associated with New Edge Wealth, a firm headquartered in Stamford, CT. Gregory Daniel Pool has been in the financial industry since June of 2000. Gregory Daniel Pool is registered as an Investment Advisor Representative in Florida and Texas.

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Gregory Gardner is a financial advisor with over 50 years of experience in the financial services industry. Gregory is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is also a Registered Investment Advisor and is licensed to conduct business in several states, including Florida and Texas. Gregory has held previous roles with a number of financial institutions including Smith Barney, Harris Upham & Co., Incorporated and Travelers Equities Sales, Inc. Gregory has passed several industry exams including Series 7TO, Series 63, Series 65, and Series 10. He holds licenses and registrations that allow him to provide investment advice and securities trading services to a wide range of clients.

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Gregory Breen is a financial advisor in Miami, FL, with over 25 years of experience in the industry. Currently, Gregory is associated with Morgan Stanley. Prior to that, Gregory was affiliated with UBS International Inc., UBS PaineWebber Inc., and Lehman Brothers Inc. Gregory holds a Series 3, 7, 9, 10, 63, and 65 licenses. In addition to being a licensed investment professional, Gregory has experience in real estate, including co-ownership of rental properties. Gregory specializes in providing financial planning, investment advisory, and pension consulting services to individuals, high net worth individuals, institutions, and businesses.

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Grisell Fernandez is a financial advisor who is currently registered with J.P. Morgan Securities LLC. Grisell has been in the industry since February 1, 2022, and has held the Series 6TO and SIE licenses. Grisell is licensed to provide investment advisory services in Florida. Grisell's firm offers a wide range of investment advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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Guadalupe Camacho is a financial advisor with Citigroup Global Markets Inc. based in Miami, Florida. Guadalupe Camacho has been in the financial services industry since May 30, 2008. Guadalupe Camacho is registered in 14 states and has passed the Series 63, SIE, and Series 7 exams.

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