Alan Shlesinger is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is involved in business activities including ownership of Adesa GPS LLC and partnership in Thirsty Birds LLC, a manufacturing company in Miami. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm emphasizes structured planning tools and advisory services without providing individual security recommendations as part of its standalone financial planning.

Santiago Velez is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client strategies.

Paulo Dequech Filho is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. His prior work includes five years at Banco do Brasil Miami Branch and a year with OM Systems Trading LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Christian Horcel is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2014. Based in Miami, FL, his career at the firm spans over a decade. 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, managing approximately $2.74 trillion in client assets.

Manuel Mendez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Matias De La Puente is a financial advisor with Morgan Stanley in Miami, FL. He holds a Series 66 license and has four years of industry experience. Prior to his current role, his background includes work with the Florida Education Practices Commission and involvement at Hilaman Golf Course. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Felipe Blanco is a financial advisor at RBC Capital Markets in Miami, FL, holding a Series 66 designation with four years of industry experience. His prior work includes time at The Probate Law Firm and U.S. Century Bank, alongside periods of full-time education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers with tailored strategies based on client risk profiles.

Ruben Benharrouch is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and market-based modeling.

Renato Castro is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Anthony Fantigrossi is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. Prior to joining Merrill Lynch, he worked at UBS and Morgan Stanley, building expertise in wealth management across a diverse client base including retirees, small business owners, professionals, and high net worth families. Anthony holds several FINRA registrations including Series 7, 66, and 3, as well as the Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC) designations. His professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Anthony is committed to connecting all aspects of his clients’ financial lives through disciplined planning, risk management, and a deep understanding of market dynamics. He works closely with individuals, families, and businesses to develop personalized financial plans aligned with their goals. Anthony earned a Bachelor's Degree from Saint John Fisher College. Outside of his professional role, he enjoys basketball, cooking, football, golfing, music, spending time with his family, and traveling.

Judith Otero is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Bulltick LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Laura Ocana Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and three years of industry experience. Her work history includes roles at Charles Schwab, TD Ameritrade, JPMorgan Chase, and Knapp Begley Law. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and alternative investment options.

Stephen Jurrissen is a Financial Consultant at Fidelity Investments. In his current role since 2023, he utilizes Fidelity's resources to assist clients with retirement planning, tax-efficient investing, business succession strategies, and other financial decisions aligned with their long-term objectives. He emphasizes personalized planning, ongoing reviews, and team-based support to help clients stay informed and prepared as their needs evolve. Prior to his current position, Stephen worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he served as a Financial Advisor at Edward Jones from 2014 to 2021.

Gregory Roth is a Certified Financial Planner™ with 38 years of industry experience. He is currently with Morgan Stanley in Fort Lauderdale, where he has worked since 2022. Prior to that, he spent eight years at UBS Financial Services. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Natalia Alarcon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she assists her spouse with a pizzeria business in Fort Lauderdale on a limited basis. 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 IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Jesse Robinson is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at UBS Switzerland AG from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Scarlett Alfonzo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a manager and member of Giglio Realty Partners LLC, an investment vehicle she operates with her husband. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Amanda Ruiz is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity in 2025, she worked at Morgan Stanley from 2022 to 2025 and held various roles at Wells Fargo from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios across a broad range of investment vehicles.

Peter Hummel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been committed to serving clients at Merrill since 1987. Peter works to build lasting, long-term relationships and aims to be a trusted advisor to the individuals and families he supports. With expertise in goal-based wealth management, retirement planning, and income distribution strategies, Peter utilizes a disciplined investment process focused on diversification across asset classes. His approach is designed to help clients grow and preserve wealth, as well as plan for the distribution of assets during their lifetime and beyond. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. since 2008, and is also a Merrill Lynch Wealth Management Qualified Portfolio Manager and Senior Vice President. Peter earned a bachelor's degree in Economics from the University of Minnesota. Outside of his professional responsibilities, he is involved with the Great Plains Food Bank.

Cedric Alexander is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He is based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.