Kyle Boos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Boos serves on the advisory board of the Broward Sheriff's Advisory Council, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Albert Montague is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He previously worked at Morgan Stanley in various roles from 2008 to 2022. Montague serves on the board of directors for Camillus House, a nonprofit focused on helping the homeless, and is involved with Folio Fine Wine Partners, providing information on wine and vineyards. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management with a range of in-house and third-party investment options.

Lauren Fiori is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Her prior roles include positions at BridgeInvest and Smarter Financial Ltd., as well as founding Fiori Financial 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 supported by its Global Investment Committee to assist clients in their financial decisions.

Eduardo Sarnow is a financial advisor at Morgan Stanley in Aventura, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he is a part owner of STRONG LIGHT, LLC, a company involved in early education and marketing strategy, as well as a partner in a business focused on logistics and advisory services related to European citizenship acquisitions. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, delivering tailored plans without providing individual security recommendations in standalone programs.

Jennifer Daly is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for one year. Outside of her advisory role, her spouse owns a business involved in aftermarket cars. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Wacks is a financial advisor with Ameriprise, holding a Series 66 credential and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the advisory board of RLW Public Relations, Inc. and provides occasional business guidance to his daughter for her social media venture featuring a dog brand. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that combines investment research and tax-aware withdrawal strategies to support clients approaching or in retirement.

Doina Benac is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. Her prior work includes 16 years at Citigroup Global Markets and roles at Raymond James & Associates and Morgan Stanley. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Oscar Guerrero is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Fidelity Investments, Wells Fargo Clearing, Ally Invest Securities, and PNC Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with an emphasis on systematic methodologies and oversight.

James Earl is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2017 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles and manages portfolios through a mix of in-house and third-party managers, providing a range of financial planning, custody, and brokerage services.

Brett Goetz is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at UBS Financial Services. Outside of his advisory role, he is involved as a partner in a fundraising effort connected to a high school football team in Hollywood, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that includes structured discovery conversations and advanced modeling tools.

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.

Becca Harps is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In this role, she works closely with clients to understand their goals and priorities, collaborating to develop customized financial plans. She utilizes a variety of resources and strategies offered by Fidelity to implement these plans effectively. Prior to joining Fidelity, Becca served as a Financial Advisor at AIG Retirement Services from 2014 to 2020. She brings over 10 years of experience in financial planning, focusing on providing clients with insights to support important life decisions and events.

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.

Jared Slansky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 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 non-discretionary and discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Olin Hill IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and has previously worked at LPL and Lakeside Bank. Outside of his advisory role, he is involved in Elevated Paving Inc. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage diverse portfolios with both discretionary and non-discretionary options.

Robert Swensen is a financial advisor with J.P. Morgan Securities in Coral Springs, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves as a lacrosse coach with FC Crush Lacrosse. 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 in its investment process.

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.

Harris Mandler is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013, previously working at Axa Advisors, LLC. Outside of his advisory role, Mandler is active in community organizations, serving on the Tower Club Board of Governors and participating in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a hybrid advisory and brokerage model that leverages third-party asset managers and LPL programs.

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.