Christopher Prindle is a CFA charterholder with over 30 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His prior experience includes positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Juan Chong is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014. Prior to this, he held positions at UBER, Contender Claims Contender, and Ro Projects. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andre Gonzalez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2022. His prior positions include roles at Synovus Bank, Synovus Securities Inc., and Wells Fargo affiliates. 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, retirement plans, corporations, and charitable organizations.

Julie Clairmont Shide is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is a partner in an LLC that holds farm land, investment accounts, and a condominium. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Jeanne Wolk is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and with 9 years of industry experience. She has been with Merrill since 1990, accumulating 36 years with the firm. Outside of her advisory role, she directs and teaches dance with the Sundanz Dancers and has served as a cheerleader director for the Fort Lauderdale Strikers. 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, and institutions.

Ricardo Baptiste is a CFP® with 29 years of industry experience currently affiliated with Raymond James Financial. He previously worked at Ameriprise Financial Services for 23 years before joining Raymond James in 2020. Baptiste owns Wealth Investment Group, a support company based in Plantation, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting a large network of advisors and affiliated firms.

Gary Spector is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he serves on the board of directors for the Fairway Oaks Homeowners Association, where he participates in board meetings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of services supported by proprietary research and capital market insights.

Adam Shapiro is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Jennifer Garvin is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL. She holds a Series 66 designation and has 10 years of industry experience, having been with UBS since 2015. Outside of advisory work, she is connected to a small apparel company created for her son, Kilinit LLC, though she does not actively manage it. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and research resources to support client objectives.

Vincent Comella is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including financial planning, portfolio management, and access to capital markets, utilizing proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Curtis Kuramoto is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1994, he has advised high net worth individuals and corporate entities on wealth management strategies. Curtis earned his Certified Public Accountant (CPA) certification in 1984 and spent the majority of his public accounting career with the firm now known as PricewaterhouseCoopers. In 1990, he obtained his Certified Financial Planner (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Curtis holds a bachelor's degree from Florida State University. He does not provide tax advice in his current role. Curtis lives in South Florida with his wife and two children.

Trevor Fried is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves on the board of the Community Foundation of Broward and is involved in a personal stamp collection sales business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Liana Lacayo is a financial advisor with Fidelity Investments in Hollywood, FL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of financial advising, she operates an Amazon Seller business focused on the sale of books and general merchandise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Samuel Terkiel is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior experience includes a role at Ameriprise and various positions related to education and healthcare. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and investment advisory services supported by structured discovery tools and firm-approved methodologies.

John Hays is a financial advisor with Morgan Stanley Wealth Management in Plantation, FL, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019 and previously worked at Merrill in 2019. Outside of his advisory role, he is the president and owner of a convenience store in Riviera Beach, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Julie Axelrod is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she owns rental property in Cape Coral, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jacob Kopczyk is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked with the Tennessee Titans for four years in various roles. He serves as Philanthropic/Events Chair for South Florida Professionals, coordinating volunteer activities and social events. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brandon Dorsey is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Cartwright is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Outside of his advisory work, he is a partner in Medinah Cottage LLC, a real estate investment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Robert Panessiti is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with UBS since 2013. Outside of his advisory role, Panessiti serves on the finance committee of the Kennedy Donovan Center, an organization that assists families with children with disabilities, and participates in municipal budget review and reserve fund approval for the Town of Truro, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.