Myron Stayman is an International Wealth Advisor with Merrill Lynch Wealth Management. Drawing on a career spanning over three decades, Myron specializes in family wealth management strategies, international wealth management, legacy planning, personal retirement planning, and portfolio management services. He supports high net worth families in pursuing their personal goals, such as funding education, retirement income planning, and tax minimization, while emphasizing simplicity and transparency in complex wealth planning processes. Before joining Merrill Lynch, Myron began his career as a CPA and transitioned to executive roles in both public and private companies. He holds a Bachelor's degree from The Wharton School of The University of Pennsylvania and maintains several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a non-practicing CPA and does not provide tax advice in his current role. Myron is active in philanthropy and holds multiple leadership positions, including serving as a national board member of the Jewish National Fund USA. He is also involved with professional organizations such as AIPAC, the Jewish Federation of Broward County, and Stand With US. In his personal life, Myron is a father and grandfather, and enjoys activities including baseball, basketball, football, golfing, music, reading, swimming, traveling, watching movies, and spending time with his family.

Garland Rodriguez is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2008 and Bank of America since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Marcos Ubinas is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera and related entities since 2021, with prior roles at Pruco Securities and The Prudential Insurance Company of America, as well as HSBC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring discretionary and non-discretionary options.

Kinsley Morrow is a financial advisor at UBS Financial Services with 19 years of industry experience and holds a Series 66 designation. Morrow has worked at UBS Financial Services since 2013, with additional experience at Wells Fargo Clearing and Ameriprise Financial Services. Outside of financial advising, Morrow was involved with The Yoga Garden from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.

Nicholas Omara is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at Janney Montgomery Scott LLC and in logistics-related roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and research.

Sabrina Tacheny is a financial advisor at Ameriprise in Hollywood, FL, holding Series 63 and Series 65 designations with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by a consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Janine Cavalcante is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Danielle Nestor is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she is involved as a consultant with a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery and modeling rather than specific security recommendations.

Narciso Cherson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management and generational planning, helping families define and prioritize their financial goals across multiple areas including health, home, family, leisure, giving, work, and finance. Through collaboration with a team of Merrill specialists, he offers comprehensive support covering risk management, trust and estate planning services, and credit and banking solutions via Bank of America. Cherson's professional expertise encompasses corporate benefits, divorce transition planning, education planning, equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, special needs planning strategies, and financial advisory for sports and entertainment clients. His previous financial advisory experience includes positions at UBS Financial Services in Fort Lauderdale, FL and Morgan Stanley in Coral Springs, FL. He holds a Bachelor's Degree from Tufts University and carries multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English, Portuguese, Italian, Spanish, and Hebrew, Cherson is also engaged in community service as a member of the Broward County Public Schools Human Relations Council and the Oakland Park School Advisory Board.

Max Stoka is a financial advisor with UBS Financial Services in Weston, Florida, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he contributes to financial education by teaching classes for SecureFutures, a program aimed at improving financial literacy among teens, and has involvement in a health and nutrition counseling business. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Barbara Mikulski is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies.

Andrew Kormilitsin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Fordham University’s Transportation Department. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacquline Young is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 designations. Her work history includes roles at Primerica Advisors and Primerica Financial Services, as well as involvement with Spotlight Media Solutions. Outside of advising, she participates in sales of investment-related products and referral activities for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by BNY Mellon Advisors and Pershing custody.

Michael Libock is a financial advisor with Equitable Advisors in Pompano Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2007 and previously operated Michael S. Libock & Co LLC, a CPA practice he founded in 1995, where he also prepares tax returns. Equitable Advisors serves individuals across the wealth spectrum, as well as pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and a variety of asset management programs implemented through a network of Investment Adviser Representatives and third-party managers.

John Norris is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily 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 internal research and alternative investment due diligence.

Camilo Vilchez is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Henry Boyce III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as vice president of Becca's Closet, a charity providing free prom dresses to high school girls. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a broad range of capabilities including fee-based planning, portfolio management, principal trading, and custody services.

Abraham Suarez is a financial advisor with Primerica Advisors in Margate, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Primerica Financial Services. He is also involved in non-investment activities through Primerica Mortgage, LLC and Primerica Client Services, Inc., offering home security and automation referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports accounts through custodial and trade execution services from Pershing.

Richard Ioli is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2003 to 2017. He serves as a non-compensated board member for Chaminade-Madonna College Preparatory and owns an LLC for private boat use. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering various specialized planning programs.

Harris Fishman is a financial advisor with MassMutual Investors Services who holds the ChFC® designation and has 35 years of industry experience. He has been with MML Investors Services, Inc. since 1990 and with Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he owns and operates several insurance-related businesses, including agencies focused on life, health, property, and casualty insurance, as well as a lead generation company. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars.