Daniela Monnott is a financial advisor with Merrill, holding a Series 66 designation and based in Hialeah, Florida. She has one year of experience at Merrill and Bank of America, following prior roles at Regions Bank, Grove Bank and Trust, and Allison James Estates and Homes. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements. The firm offers various model-based and discretionary investment strategies, leveraging integration with Bank of America’s corporate platform.

Gina Infante is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America and Merrill since 2011. Outside of her advisory role, she owns TYN LLC, a business focused on selling t-shirts online. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dominik Aeschbacher is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at UBS Switzerland AG for 21 years. He holds the Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Diego Bonilla is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and previously held positions at IE Business School and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Jose Larin Parker is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced analytical tools.

Gabriel Garcia is a Financial Advisor at Merrill Lynch Wealth Management. He assists individuals, families, and business owners in making informed financial decisions through personalized wealth planning strategies. His approach centers on understanding each client's unique goals and creating solutions that align with their short-term priorities and long-term aspirations. Gabriel's expertise includes retirement preparation, investment management, asset preservation, and intergenerational planning. He emphasizes trust, education, and a commitment to putting clients first, aiming to build lasting relationships and support clients throughout their financial journeys. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida International University. Outside of his professional role, Gabriel spends time with family and friends, stays active, travels, and continues to expand his knowledge of financial markets and planning strategies. He is fluent in English, Spanish, and Italian.

Tracy Rosenau is a financial advisor at Fidelity Investments with five years of industry experience. She has previously worked at Prosperity Capital Advisors, Thrivent Financial, Harborside Group, and Sterling Trust/Equity Institutional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Franco Cosi is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with four years of industry experience. He previously worked at Raymond James & Associates and Axos Bank among other roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Maria Brea is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her prior professional background includes roles at Banco Santander Private Banking and Deloitte, as well as academic positions at the University of Miami. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Michael Saviano is a Wealth Management Advisor and senior partner of The Saviano Group at Merrill Lynch Wealth Management. With a career beginning in 1998, he has extensive experience working with high-net-worth individuals, families, and business owners. Michael combines his background in risk management with a client-focused approach, aiming to align financial strategies with clients’ unique goals and priorities. His expertise includes retirement plan design and maintenance, investment consulting, portfolio management, and specialized planning services such as college education, divorce transition, legacy, and socially responsible investing. Michael earned a Bachelor of Business Administration in Management from Florida Atlantic University. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to provide strategic guidance in employee benefit plans and enhanced risk management for plan sponsors and participants. Outside of his professional activities, Michael is an avid golfer and resides in Boca Raton with his wife and son. He is involved in the local community as a member of the Exchange Club of Pompano Beach and volunteers with The First Tee of Broward County, a youth development organization introducing golf and its values to children.

Nereyda Cestary is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jack Rearden is a financial advisor at Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked with AllCampus hats and THE Ohio State University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by an internal committee.

Eduardo Vasquez is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Bank USA, HSBC Securities (USA) Inc., and TradeStation Securities Inc. Outside of his advisory role, he provides online tutoring in subjects including Math, Spanish, Accounting, and Finance through Varsity Tutors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Enrique Gumucio is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities, delivering non-discretionary financial planning and portfolio recommendations supported by an extensive affiliate network.

Deborah Allen Phillips is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 1985. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Kokie is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and 35 years of industry experience. He has been with Merrill Lynch since 2012. Outside of his advisory role, he is the owner of a for-profit LLC established primarily for insurance purposes related to a homeowner association managed by his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Johan Agredo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016, including eight years at Morgan Stanley Private Bank, N.A. He is also a founder and board member of Angeles de La Calle, a nonprofit organization based in Long Island City, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Kevin Laipcigier is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His background also includes roles at Florida International University and Miami-Dade College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with broader banking services, providing access to a wide range of financial products.

Fatoumata Konate is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has prior experience at Goldman Sachs and has worked in various roles across financial services and corporate sectors. Outside of her advisory role, she was involved with Love Your Menses, Inc., a nonprofit organization. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Martin Piedrahita is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Bank of America, TLS Advisors LLC, and TradeLink Securities LLC. Outside of his advisory work, he is a passive owner of TONDO ROOM LLC, a yoga studio in Key Biscayne, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.