Fabiano Sampaio Vianna is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing and one year at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Frank Di Rocco is a Private Wealth Advisor at Merrill Private Wealth Management. He has been with Merrill since 1981 and specializes in the investment aspects of wealth structuring, including strategies for concentrated stock positions, executive compensation, concentrated business-interest risk, trusts, and other fiduciary structures. He collaborates closely with clients' tax planners, trust attorneys, family offices, trustees, and accountants, with client permission. Frank focuses on portfolio planning for families with international footprints and international athletes and offers expertise in areas such as college education planning, family wealth management, international wealth management, and legacy planning. Frank holds the Certified Portfolio Manager® designation from The Academy of Certified Portfolio Managers at Columbia University and the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ at the University of Chicago Booth School. He completed bachelor's degrees in Political Science and Economics and participated in the master's program in Applied Economics at the University of Central Florida. He is fluent in Italian, Spanish, Portuguese, and English and is conversational in French and Russian. Frank is recognized as a Merrill Sports & Entertainment Advisor and has been named to Forbes' "Best-in-State Wealth Advisors" list from 2019 through 2026. He also values community involvement and spends time volunteering with organizations in the communities he serves. His personal interests include boating, boxing, music, running, and soccer.

William Gardner is a Financial Advisor with Merrill Lynch Wealth Management in Miami, Florida. He began his career in financial services in 2017 and brings seven years of relevant experience to his role. William holds the Personal Investment Advisor (PIA) designation and maintains FINRA Series 66 and Series 7 registrations. He earned a Bachelor's Degree from Florida Agricultural & Mechanical University. William assists clients by developing individualized wealth management strategies that align with their personal goals and priorities. His areas of focus include college education planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. He emphasizes listening to clients and informing their decisions to create comprehensive financial plans tailored to their needs. Outside of his professional work, William engages in adventure sports, basketball, fishing, hiking, hunting, music, photography, running marathons, and spending time with his family. He values community involvement and supports volunteering and fundraising efforts for organizations such as Manhood On The Go and Young and Established.

Alisa Harris is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL. She holds a Series 66 designation and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Oppenheimer. Outside of finance, she is involved in a jewelry design and sales business, Kali Creations, which she operates with her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Beattie is a financial advisor with Merrill based in Hollywood, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2013. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tilson Rodriguez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. His career includes prior roles at Merrill and multiple tenures at Morgan Stanley beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and access to proprietary investment research, serving clients through both direct engagements and Corporate Financial Planning agreements.

Simon Thomas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services since 2010 and has also been affiliated with UBS International Inc. and UBS AG since 2006. Outside of his advisory role, he is the proprietor of a secondary home in Sonoma, California. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and other capital markets services.

Alexander Brodsky is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has held the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors since 2018 and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by The College for Financial Planning Institutes Corp. since 2011. Additionally, he holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Alex brings experience in retirement planning, small business retirement plans, liability strategies, and life and long-term care insurance. Before joining Merrill Lynch in 1999, he owned a computer hardware distribution business in South Florida. He earned a Bachelor of Arts degree from the University of Michigan in 1994. Born in Lima, Peru, Alex moved to North Miami Beach at age 10 and graduated from Miami Country Day School in 1990. Alex lives in Weston, Florida with his wife Danielle and their two children. He is involved in the local community through coaching sports teams and enjoys traveling. Alex and his team are fluent in Spanish and English, serving a diverse client base with a focus on personalized financial strategies.

Lizbeth Sain is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 12 years before joining RBC Capital Markets. Outside of her advisory role, she is the owner of OPERA 4032 LLC, a limited liability company. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customizable advisory programs and portfolios managed through both in-house and third-party managers.

Mauricio Sanchez is a Series 66-credentialed financial advisor with 35 years of industry experience, currently with Morgan Stanley in Miami, FL since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, serving in advisory roles from 2013 to 2021. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-linked financial planning services.

Maria Sousa is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds a Series 66 designation and has worked previously at Painewebber Incorporated and UBS International Inc. Outside of her advisory role, she paints as a hobby and occasionally sells her artwork. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based allocations to tailor client solutions.

Benjamin Vilchez is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC®, Series 65, and Series 63 designations. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in conducting seminars and workshops for Miami Dade County public schools. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Max Sabert is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, where he has worked since 2011, totaling 15 years of industry experience. He serves as President of Friends of William and Mary Men's Gymnastics, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and proprietary research.

Dariel Aquino Hernandez is a financial advisor with Fidelity Investments in Miami Gardens, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fidelity in 2021, he worked at Northwestern Mutual Wealth Management and Investment Services from 2019 to 2021 and has experience with Primerica Financial Services. He is also the sole proprietor of an online sales business and co-owner of an investment and development company focused on real estate activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Robert Axelrod is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and trading activities.

Mayra Ramirez is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Brunk is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides personalized financial strategies aimed at assisting clients in wealth accumulation, preservation, and transfer. He co-founded Brunk, Klevan & Associates and serves a diverse client base including senior executives, business owners, retirees, and multigenerational families. He offers guidance through various stages of business ownership and specializes in retirement plan design, liquidity planning, succession strategies, and business financing. With over twenty-five years of experience, Chris has expertise in options trading, hedging strategies, company stock programs, concentrated stock management, managed asset portfolios, alternative investments, and fixed income strategies. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). Chris began his career with Merrill in 1998 and has since concentrated on providing long-term, risk-aware investment advice tailored to individual client needs and risk tolerance. Chris and his wife Mary live in Coconut Grove and have three children and two grandchildren. Outside of his professional work, he enjoys boating, fishing, hiking, travel, cooking, gardening, hunting, and photography.

Zonelis Cabrera is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Citibank and has additional experience across various sectors including retail and education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Adam Tzagournis is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and analytical tools to support its advisory services.