William Fischer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kimberly Loney is a CFP® and ChFC® with three years of industry experience. She currently works at Edelman Financial Engines and previously held roles at Edward Jones and several other financial services firms. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Erik Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, previously working at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities LLC 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. The firm offers customized solutions delivered by Wealth Advisors on a non-discretionary basis, focusing on approved funds and strategies.

Rachell Comunale is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and concurrently works at Bank of America, N.A. since 2018. Prior to her current roles, she worked at W Fort Lauderdale from 2016 to 2017. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Silvana Roncal is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2013, including over a decade at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is active in the Miami-Dade Democratic Hispanic Caucus, working to engage Spanish-speaking voters in local elections. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

David Savitz serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He brings 28 years of experience in financial consulting, specializing in creating personalized financial planning and investment strategies. David and his team work closely with clients to understand their unique financial situations and priorities, aiming to build long-term strategies that address their goals. His career includes progressive roles in financial services, including positions at Fidelity Investments since 2012, and earlier experience at MetLife Securities Inc., Wells Fargo Advisors, LLC, and Merrill Lynch dating back to 1998. Throughout his career, David has focused on holistic financial planning and investment management. Outside of his professional work, David enjoys attending concerts, participating in social events with friends, and engaging in recreational activities such as golf, tennis, outdoor adventures, and traveling.

Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a wide range of portfolio management styles and extensive affiliated research and advisory resources.

James Fitzcharles V is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has worked at both Merrill and Bank of America, N.A. since 2016 and 2017, respectively. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dana Brown is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Kenigsberg is a financial advisor at Edward Jones in Bal Harbour, FL, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Fidelity Investments from 2007 to 2024. He is the owner of Precedence Consulting LLC, a currently dormant part-time consulting business. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Vondalyn Lidie is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles outside the financial sector, including positions in the food service industry. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

Antonio Olmedo is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Banco Santander International for five years. He is also the sole proprietor of A & OLmedo Gestores de Patrimonio SL, an investment-related business based in Spain focused on real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Ligia Chan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the 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 HSBC Securities (USA) Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.

Adriana De Macedo Soares is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at UBS Financial Services, Banco do Brasil Securities, XP Securities, Western Union, and Bank of America. Outside of financial advising, she is involved in the restaurant and entertainment industry as a proprietor of Granata and Otalvaro LLC dba Pizza Lovers and pursues musical performances through Adriana Soares Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Elizabeth Perez is a financial advisor at Morgan Stanley in Miami, FL, with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as a director of Cmigos Plumbing LLC, a construction-related business in Miami. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process is based on structured discovery and firm-approved tools, supporting a variety of investment and advisory offerings.