Parnel Victor is a financial advisor with Merrill holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Victor Real Estate Partners LLC, an LLC through which he manages residential investment properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Paul Giusti is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Pruco Securities LLC and Axa Advisors, LLC, as well as a four-year period at James Madison University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through a centralized team and collaborative advisor-client approach.

Wilson Annichiarico is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 15 years of industry experience. She has worked at Bank of America and Merrill Lynch Pierce Fenner & Smith since 2013 and has been involved with Miami Dade College since 2006. Outside of advising, she owns and operates a handyman business in Miami. 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, and institutional investors.

Mijanou Spurdle is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney LLC since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. She serves as a board member of the La Gorce Country Club Women’s Golf Association in Miami Beach, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services 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, with a range of services including investment advisory, estate planning, and institutional offerings.

Paul Franck is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previous work experience with Quantum Finanzas and Tenaris. His educational background includes a master's degree earned between 2020 and 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm’s financial planning process involves structured discovery conversations and uses firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Iviana Hornedo is a financial advisor with Fidelity in Miramar, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior firms include Morgan Stanley Private Bank, Alight Financial Advisors, and SunTrust Investment Services. Outside of her advisory role, she works as a Lyft driver in Tampa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory mandates.

Marcie Hibbs is a financial advisor with Edward Jones in Hollywood, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Hibbs is involved in several nonprofit and community organizations, including serving as president of the University of Miami Alumni Association Broward County Chapter and as a board member of Fairchild Palms Corp., which focuses on environmental conservation fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors.

Andre Schibuola is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021 and Morgan Stanley Private Bank, N.A. in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Genesis Sosa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Sosa worked at Bank of America/Merrill Lynch for six years and TD Bank for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates ESG criteria in its recommendations.

Stephanie Haderspock is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Intercam Advisors, Inc., Intercam Securities, Wells Fargo, Mediolanum, and IQS. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a diverse range of investment managers and model providers.

Jordan Baron is a Series 66-registered financial advisor with UBS Financial Services in Miami, FL, with 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Felipe Priorelli Soares is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at Intl Fcstone Securities Inc. from 2012 to 2017. Outside of his advisory role, he is involved in managing rental property. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques.

Sergio Espinoza Baviera is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously at Arch Insurance Group from 2016 to 2018. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and finance committee of the Nutrivida Foundation, a health and welfare nonprofit, and is a partner in a boutique fitness studio franchise. Morgan Stanley Wealth Management (MSWM) provides a wide array of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial plans and Corporate Financial Planning agreements with employers.

Robert Sanders III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory work, he is active as a DJ in Wilton Manors, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Carlos Castaneda is a financial advisor with LPL Financial in Pembroke Pines, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Flagstar Bank N.A., Raymond James & Associates, J.P. Morgan Securities, and JP Morgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management across diverse platforms.

Kevin Fazio is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2014. He is based in Fort Lauderdale, FL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephania Cavanzo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials. She joined Morgan Stanley in 2026 after a year with Natixis Advisors, LLC and spent ten years in full-time education prior to her career in finance. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

James Holloway Jr. is a CFP®-designated financial advisor with 38 years of industry experience, currently affiliated with Wells Fargo Clearing in Fort Lauderdale, FL. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Michael Cunningham is a Series 65-licensed financial advisor at Primerica Advisors with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010, and served with the Port Everglades Pilot Association for over three decades. In addition to his advisory role, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven strategies managed by third-party asset managers and supports account custody and trade execution through Pershing.

Nicholas Catania is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 63 designation and over 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the advisory board of SOS USA, a nonprofit focused on foster care for abused and abandoned children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.