Adam Spiro is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Merrill, Raymond James & Associates, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ronald Mckenzie is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He has partial ownership in McKenzie Riedel Wealth Management, LLC, based in Wheeling, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Joseph Doganieri is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial representation and marketing at Aspire Financial Partners. His prior experience includes positions at Amazon and the Hard Rock Seminole Hotel & Casino. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs delivered through an extensive multi-advisor platform.

Anh Nguyen is a financial advisor with MassMutual Investors Services in Ft. Lauderdale, FL, holding the CFP® and CFA® designations with 14 years of industry experience. Prior to joining MassMutual Investors Services in 2017, Nguyen worked at MetLife Securities Inc. from 2011 to 2017. Outside of advisory work, Nguyen owns AV Wealth Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes detailed client data analysis and collaborative annual planning engagements supported by firm-approved tools.

Rodny Baez is a financial advisor at UBS Financial Services in Fort Lauderdale, FL, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Janet Scheer is a Series 66 licensed advisor with Merrill in Fort Lauderdale, FL, and has 27 years of industry experience. She has been with Merrill since 1996 and started at Bank of America, N.A. in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nickolas Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Morgan Stanley intermittently since 2024 and has prior work experience with Wisconsin Athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Michael Primo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including GWN Securities Inc. and PEAK Brokerage Services, LLC. Outside of advising, he owns a healthcare-related business, Vita For Life LLC. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Aixa Rosado is a Series 66 licensed financial advisor with Morgan Stanley in Plantation, Florida, bringing 29 years of industry experience. She previously worked at Barclays Capital Inc. for nine years before joining Morgan Stanley in 2017. Outside of her advisory role, she serves as a Notary Public in various Florida cities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

Michael Stewart is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he serves on the finance committee of Banyan Golf Club in West Palm Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Phoebe Ross is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously spent six years at Morgan Stanley. Outside of her advisory role, Ross serves as a trustee for the Jeanette Himes Trust and holds power of attorney for Jeanette Himes. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Doris Huggins is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gerald Licari is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1991. He provides an integrated and personalized approach to wealth management, drawing on over 35 years of experience in the financial services industry. Gerald specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor of Arts degree in Finance from Florida Atlantic University and maintains several professional designations, including Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA). Gerald's approach combines access to investment resources with personalized attention to develop short- and long-term wealth management plans to build, manage, and preserve client wealth across generations. Outside of his professional role, Gerald enjoys golf, pickleball, traveling, boating, and spending time with his family. He lives in Davie, Florida with his wife, Susan, and their dog, Coco. He is also actively involved with charitable organizations, particularly those supporting foster children.

Joseph Pierce is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wachovia Securities, Prospera Financial Services, and Ameriprise Financial Services Inc. He is also a co-owner of Plymouth Rock Financial Partners LLC, an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service offering tailored retirement-income planning and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and collaborates with its affiliated product providers within a defined investment universe.

Kevin Peebles is a financial advisor at Merrill in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorganChase and PageGroup. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Alana Margolin is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63, 65, and 66 credentials and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with investment planning and advisory services.

Harrison Monaco is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Taschen Miami and has a background in the arts sector with roles at Miami City Ballet and Philadelphia Ballet. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Moshe Banin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Banin serves on the board of The Victory Center, a nonprofit school supporting children, where he contributes to fundraising and strategic planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Marchitto is a financial advisor with OSAIC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Oppenheimer, and Morgan Stanley DW Inc. Outside of advising, he owns an LLC that maintains a boat which may be used for charters and client events, and he serves as a volunteer board member on the finance committee of a nonprofit organization. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.