Maria Li is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and HSBC Securities (USA) Inc., with extensive tenure at HSBC Bank USA. Outside of her advisory role, she is a licensed public notary in Florida. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Angelo Rannazzisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant and Investment Representative. Prior to joining Fidelity, Angelo worked as a Financial Adviser at Merrill Lynch and held positions such as Portfolio Manager at Opus Trading, President of JAW Trading LLC, and Firm Trader at Schonfeld Securities. With over 30 years of industry experience, Angelo is a Certified Financial Planner™ who partners with clients to develop and implement personalized financial plans aimed at achieving their financial goals and legacy wishes. He holds a California Insurance License.

Juan Jimenez Ullate is an International Wealth Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry 26 years ago as a Marketing Client Associate at the Chicago Mercantile Exchange and transitioned to a Financial Advisor role with AG Edwards & Sons, Inc. In 2004, Juan joined Banc of America Investment Services Inc., and in 2006 he became a Financial Advisor at Merrill Lynch. Juan specializes in helping clients manage their wealth and assets through sophisticated portfolio and wealth planning strategies. He focuses on developing lasting client relationships across generations of families and business owners, particularly addressing the needs of cross-border clients and those with international family or business ties. His approach emphasizes a goals-based wealth management process designed to create an excellent client experience. Originally from Zaragoza, Spain, Juan earned a Bachelor's degree in International Business from Saint Louis University in St. Louis, Missouri, and an MBA from the Keller Graduate School of Management in Chicago, Illinois. He holds FINRA Series 7 and Series 66 registrations, a Life-Variable Life/Health Insurance license, and the Accredited Asset Management Specialist (AAMS) designation. Juan resides in Miami with his wife, Laura, and their three daughters. His personal interests include visiting museums, traveling, attending art galleries, cooking, wine tasting, supporting the arts, and skiing.

Achilles Kontoyiannis is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is an officer of TIFFYNY Inc., a company involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning and advisory programs supported by structured planning tools and broad investment resources.

Constance Kerr is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Mahesh Roopnarine is a Senior Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022 after previously working with JPMorgan. He brings over a decade of experience in the financial services industry, specializing in providing tailored wealth management strategies for high-net-worth clients, including business owners, corporate executives, retirees, and professional athletes. His approach focuses on understanding each client's unique financial situation and long-term goals to develop personalized strategies. Mahesh earned a Bachelor's degree in Finance from Florida Atlantic University and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation through The College for Financial Planning Institutes Corp. His client services include corporate executive services, legacy planning, liquidity management, retirement income planning, portfolio management, tax minimization, and managing new wealth. A native of Fort Lauderdale, Florida, Mahesh is of Trinidadian descent and maintains an active presence in the South Florida community. Outside of his professional work, he enjoys traveling, spending time with his family, playing sports, and running with his German Shepherd, Rocky.

Deborah Mansour is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Her other business activities include outside fixed insurance sales. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning services covering areas such as retirement, education, risk, and wealth-transfer planning.

Manuel Diaz Rivera is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His prior work experience includes positions at Banco Central Del Peru, Cemex, and Loyola Maryland University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Heather Corbalis is a financial advisor with Merrill in Aventura, FL, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2007 and has prior work experience at Publix. Outside of her advisory role, she serves as trustee of a non-investment related family trust. 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 including individuals, high-net-worth clients, and institutional investors.

Stephanie Greeson is a Series 66 licensed financial advisor with Charles Schwab in Fort Lauderdale, FL, where she has worked since 2011. She has 14 years of industry experience and has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab during her career. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative-investment onboarding process.

Kevin Shurland is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored strategies without offering individual security recommendations as part of standalone planning.

Bernard Cohen is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining LPL Financial. Prior to his career in finance, he spent four years in education. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Travagline is a financial advisor with Wells Fargo Clearing in Pompano Beach, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Allen is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Rodriguez is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cetera Investment Services LLC, Regions Bank, Guerra Financial Group, and MassMutual in various capacities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across the wealth spectrum, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Imanol Suarez Biglieri is a financial advisor at Morgan Stanley with seven years of industry experience. He has been with Morgan Stanley since 2018 and holds a Series 66 designation. Prior to joining Morgan Stanley, he worked at Oglethorpe University and had a brief role at Total Body Contouring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and investment research as part of its advisory services.

Brian Currie is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals 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 offers services both directly and through corporate financial planning agreements.

Sebastian Perez Quintana is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he helps clients pursue their financial objectives by managing custom investment strategies, selecting from a range of Merrill model portfolios, and leveraging third-party investment options. Sebastian focuses on personal retirement planning, small business strategies, and tax minimization to provide tailored financial solutions. With over seven years of experience in the financial industry, Sebastian began his career at Primerica, where he attained the position of Regional Vice President. He later served as a Senior Financial Consultant at Regions Bank before joining Merrill Lynch. Sebastian holds Series 7 and 66 FINRA registrations, is a licensed Life, Health, and Annuities insurance agent, and has earned the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, he specializes in educating first-generation wealth creators, particularly immigrants, on building and maintaining wealth across generations. Outside of his professional activities, Sebastian enjoys reading, soccer, and traveling. He values work-life balance and spends his time off with his wife and son. Sebastian’s approach to financial advising emphasizes trust, transparency, and personalized planning centered on clients’ unique goals and priorities.

Nicolas Boker is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ana Da Silva is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 21 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and HSBC Securities (USA) Inc., where she spent over a decade. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.