Vincent Vella is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2009, concurrently serving at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andres Loredo is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following a one-year tenure at JPMorgan Chase & Co. He also spent four years at Villanova University. 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 supported by a structured discovery process and firm-approved planning tools.

Ari Tenenbaum is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations with 34 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual in 2016. Outside of his advisory role, he is involved in mortgage loan origination through Aslan Home Lending Corporation and operates a financial group LLC. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved software and collaborative planning processes.

Rodrigo Aramburu is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Steven Daigle is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 3 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he serves as a campus pastor at Calvary Chapel Fort Lauderdale and is a board member of Hope South Florida, a faith-based nonprofit organization addressing homelessness. 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 institutions.

Mark Horncastle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 27 years of industry experience. He has been with JPMorgan Securities LLC and JP Morgan Chase Bank NA since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

Zhuying Li is a CFP®-certified financial advisor with eight years of industry experience, currently with J.P. Morgan Securities in Miami, FL. Her prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and The Menard Financial Group. She also served in the U.S. Army Reserve from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Francesco Vento is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at BTG Pactual Asset Management US LLC, BTG Pactual US Capital LLC, and Our House Wealth Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Silvania Rodrigues is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC for multiple terms totaling eight years, with a two-year sabbatical between 2020 and 2022. Outside of her advisory role, she is a partner in Juacar & Silrod LLC, a real estate business based in Miami. 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 that utilizes firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Welthon Perez is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at Independent Financial Partners, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Gustavo Dardik is a financial advisor at Morgan Stanley in Aventura, FL, with 22 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 and tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

Marc Chait is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Horacio Aguirre is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Aguirre is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Louis Greif is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a co-owner of a personal business with his sister. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process that includes firm-approved tools and scenario modeling.

Adam Rittersporn is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Charles Schwab in Aventura, FL, where he has worked since 2019, including prior roles at Fidelity Investments and Raymond James & Associates. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research.

Adam Rogers is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he served as a trustee and Treasurer on the board of the Metrowest Health Foundation and was a member of its audit and investment committees. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Keith Compton Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a director for Legado Inc, a family-owned hotel in St. Lucia, helping with strategic decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Maria Goudie is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving in the Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

William Schenck is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include over two decades at Wells Fargo bank and related entities. He has a minority ownership in a small, women- and Hispanic-owned business that sells jewelry and crafts online. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gloria Auguste is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.