ADVISOR BIO

Carolyn Trammell is a registered investment advisor representative with J.p. Morgan Securities LLC, a firm that manages over $50 billion in assets. Carolyn has been working in the financial services industry since May 2019, and is licensed to provide investment advice in 53 states. Carolyn specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Carolyn is also a registered investment advisor in Florida and Texas.

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Carroll Thomas Clark is a financial professional with over 40 years of experience in the financial services industry. Carroll has been registered with Ameriprise Financial Services, LLC since 2020 and previously worked with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Carroll is registered in 29 states and holds licenses for Series 6, 7, 22, 63, and 65 exams. Carroll provides financial planning, pension consulting, educational seminars, asset allocation services, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Carsten Wellemsen is a financial advisor at UBS Financial Services Inc. with over 10 years of experience in the financial services industry. Carsten is registered with FINRA and the state of Florida, and he holds Series 66, 63, 7, and SIE licenses. Carsten has previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Aktiengesellschaft. Carsten is a specialist in portfolio management, financial planning and pension consulting.

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Casandra Siemens is a registered representative with Morgan Stanley and has been in the industry since August 12, 2003. Casandra is also an Investment Advisor Representative and is registered with the state of Florida. Casandra is a licensed securities professional and holds the Series 7 and Series 66 licenses. Casandra has worked for Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney LLC in the past.

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Cassandra Henning is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cassandra Henning has been in the securities industry since 2022 and has a Series 7, 66 and SIE. Cassandra Henning is registered in 36 states, including Florida, Texas, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, and Wisconsin. Cassandra Henning's firm manages over $1 trillion in assets. Cassandra Henning specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

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ADVISOR BIO

Cassio A Dearruda camara is a financial advisor with over 17 years of experience in the industry. Cassio is currently registered with Morgan Stanley in Miami, FL and has held previous registrations with J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Cassio specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Cassio also has experience in portfolio management and asset allocation.

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Catalina Patino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Catalina has been in the industry since 2008. Catalina has a Series 7, Series 66 and SIE. Catalina is registered in 24 states and specializes in helping insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

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Catarina Peres valladao is a financial advisor with J.p. Morgan Securities LLC and has been working in the financial services industry since 2022. Catarina is registered with FINRA and the state of Florida. Catarina has experience working with clients of various backgrounds, including corporations, individuals, charitable organizations, and insurance companies. Catarina is able to offer services such as financial planning, portfolio management for individuals and businesses, and selection of other advisers.

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ADVISOR BIO

Caterina Gomez is a financial advisor based in Miami, Florida. Caterina has been in the industry since January 2012 and is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan, Caterina worked at Shay Financial Services, Inc. in Coral Gables, Florida. Caterina is licensed in all 50 states and the District of Columbia. She holds the Series 63, Series 7 and SIE exams. Caterina specializes in working with individual investors, businesses, and high-net-worth individuals.

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Catherine Alejandra Montilva is a registered representative and investment advisor representative with Citigroup Global Markets Inc., a firm managing more than $50 billion in assets. Catherine has been in the industry since November 2014 and is registered in Florida and 52 other states. Catherine specializes in providing investment advice to individuals and businesses. Her firm offers a range of advisory services, including financial planning, portfolio management, and asset allocation advice.

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