Alexandra Moriarty is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 14 years of industry experience. She previously worked at EFG Capital International for 12 years before joining Morgan Stanley Smith Barney LLC in 2022 and Morgan Stanley Private Bank, N.A. in 2024. She is also the owner of Micolobio LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and research from its Global Investment Committee.

Ary Carol Velasco Jr is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining UBS in 2024, he worked for 12 years at CITI Private Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial 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 to clients’ goals and risk tolerances.

Ricardo Gutierrez is a financial advisor with Merrill in Miami, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Merrill since 2002 and at Bank of America, N.A. since 2009. Outside of his advisory role, Gutierrez serves as a board member for FCI American Friends, a nonprofit supporting children with heart disease, and acts as an international liaison for Fundacion Cardioinfantil in Colombia. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategy types and emphasizes manager selection and tax-efficient implementation, benefiting from deep integration with Bank of America affiliates.

Blair Langstroth is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Langstroth is also an owner and partner of Neustreet, LLC, a market data and research business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Delfina Arriola is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where she has worked since 2019. She has five years of industry experience, including prior roles at PVG Insurance Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools alongside broad retail and institutional offerings.

Douglas Reddel Bianco is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience at firms including PricewaterhouseCoopers and BairesDev. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-return models in its advisory process.

Bruno Monteiro is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience working at several educational institutions and in sales and trading roles. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kevin Mccarty is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Tasciotti is a financial advisor with Mass Mutual Investors Services in Miami, FL, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services for 30 years. Outside of his advisory role, he serves as chairman and goodwill ambassador for Children's Resources, a school for developmentally disabled children. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate-settlement planning.

Fernando Diez De Onate is a financial advisor at Morgan Stanley with 16 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 previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services that use structured discovery, firm-approved tools, and scenario modeling to support client decision-making.

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.