Leticia Gomes Teixeira is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Insigneo Advisory Services. Teixeira is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Ligia Di Nallo is an International Wealth Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2008 at Bank of America and joined Merrill Lynch in 2014 as a Financial Advisor. Ligia works with both domestic and international clients, focusing on developing deep personal relationships to understand their holistic goals and needs beyond investments. She brings expertise in areas such as family wealth management strategies, international wealth management, retirement planning, and socially responsible investing. Ligia collaborates with multiple generations of families to create cohesive, personalized financial plans designed to achieve their personal and professional objectives. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Ligia earned her bachelor's degree from Florida International University and is fluent in English, Spanish, and Portuguese. Originally from Brazil and having spent much of her childhood in Venezuela, Ligia is equipped to address the needs of global families. She is committed to providing a high level of client care and service, and she participates in community volunteer activities. Her personal interests include cooking, hiking, music, traveling, and watching movies.

Alexandros Grivas is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2022, including a role with Charles Schwab Bank beginning in 2025. His prior experience includes positions at TD Ameritrade, Avli River North, the University of Houston, Conscious Logistics LLC, and Theo's Restaurant. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jared Slansky is a Series 66 credentialed financial advisor with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Merrill from 2007 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shannon Martin is a Wealth Management Advisor at Merrill Lynch Wealth Management with a financial services career that began in 2002. She initially focused on large group retirement plans for nonprofit organizations at AIG Valic, transitioned to Banc of America Investment Services, Inc. in 2006, and joined Merrill Lynch Wealth Management in 2009. Shannon holds the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. As a specially qualified Senior Portfolio Advisor, Shannon develops customized portfolios tailored to meet her clients' specific financial needs. She combines her comprehensive banking and investment experience to assist clients in managing both sides of their balance sheets and to pursue their financial objectives through a range of investment strategies, including discretionary management within Merrill model portfolios and third-party investment options. Shannon attended the University of Central Florida and holds a high school diploma from Bishop Moore High School. Outside of her professional work, she enjoys hiking, reading, traveling, and spending time with her family.

David Shorr is a financial advisor with Morgan Stanley in Aventura, Florida, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is the owner of HKM-VROOM LLC, a stock trading business based in Miami. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Garfield Mcfarlane is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2004 and also has a long tenure with Primerica Financial Services and American Airlines. Outside of his advisory role, he owns a personal aircraft through Twin Power LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nancy Severino is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and research.

Harris Mandler is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Equitable Advisors since 2013 and previously with VOYA Financial Advisors, Inc. His community involvement includes serving on the Board of Governors for the Tower Club and participation in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, employing a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Jessica Suskind is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent eight years at UBS Financial Services, Inc. She is based in Aventura, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Emil Lago is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2023. He has progressed through roles at Fidelity, serving as Investment Solutions Representative II from 2022 to 2023 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Emil worked as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2021. His professional focus involves partnering with clients to understand their financial goals and developing customized financial plans to meet their unique needs. Emil prioritizes forming strong client relationships built on trust, reliability, and competency. Outside of his professional career, Emil enjoys activities such as boating, attending concerts, cooking and baking, playing golf, scuba diving, and traveling.

Kimberly Gray is a financial advisor with Charles Schwab in Plantation, FL, holding a Series 66 designation and six years of industry experience. She has held roles at multiple financial institutions, including Bank of America, Merrill, and Mass Mutual. Kimberly also serves as an adjunct professor at Broward College, where she lectures on personal finance. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management and financial planning services.

Veronica Noboa is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2005. Prior to her current role, she was employed at Bank of America, N.A. from 2024 to the present. 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 individual, high-net-worth, pension, corporate, and charitable clients, supported by internal and third-party portfolio management teams.

Claudia Aranibar is a financial advisor with Merrill and holds a Series 66 designation. She has 17 years of industry experience, including over a decade at Bank of America and Merrill since 2012. Outside of her advisory role, she manages multiple rental properties as a sole proprietor and co-owner with family members. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gee is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary tools to support its financial planning services.

Brian Mora is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the Pembroke Pines, FL office. Outside of his advisory role, he owns a retail business, Rumble Boxing, in Parkland, FL. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored recommendations, while also offering a broad range of advisory, brokerage, and insurance solutions.

Isabella Cozad is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 license with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jennifer Pena is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with J.P. Morgan in various roles since 2016. Outside of her advisory work, Pena is involved in managing rental properties alongside her spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process integrates quantitative and qualitative research to deliver customized, non-discretionary asset allocation advice and investment manager searches.

Tara Mirjah is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 supported by internal Chief Investment Office teams and third-party managers, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Riley is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Riley is an officer responsible for maintaining the books and records at Bailee Madison Productions, a production company in the entertainment industry. He is also involved with Women In Distress of Broward County, a local charity organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research-driven investment strategies.