Andrea Freiman is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at Merrill since 2026 and previously held positions at UBS Financial Services and J.P. Morgan in various capacities over a decade. She 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 plans, corporations, and charitable organizations.

Apichaya Chumsai Na Ayudhya is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory work, she owns Andi Pro LLC, where she serves as a kitchen design consultant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through discretionary and model-based strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Vargas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management, retirement planning, and financial strategies. He works closely with individuals, families, and businesses to build and preserve wealth through tailored advice and long-term planning aimed at achieving their financial goals. His approach emphasizes simplicity, transparency, and aligning strategies with clients' personal perspectives and priorities. Ronald's expertise covers a broad range of client focus areas including divorce transition planning, executive compensation, family wealth management strategies, legacy planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. Born in New York and raised in South Florida, he developed an early appreciation for financial literacy by assisting family members with their finances, which inspired his dedication to empowering others to manage their financial futures with confidence. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Florida Atlantic University after graduating from Hollywood Hills High School. Ronald is bilingual in English and Spanish. Outside of his professional work, he enjoys adventure sports, biking, boxing, dancing, football, music, reading, running, yoga, and spending time with his family.

Christian James Celon is a financial advisor with Merrill, holding a Series 66 designation and currently based in Fort Lauderdale, FL. He has recently begun his career in the industry and previously held positions at Tallahassee Memorial Healthcare, Bank of New York, and worked in education at various institutions. 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 for individuals, high-net-worth clients, and institutional investors.

Brett Kahn serves as Senior Financial Advisor and leads business development for the Kahn Freites Group at Merrill Lynch Wealth Management. He works with a select group of families focused on pragmatic investing, supporting them in achieving their financial goals through personalized service and care. Brett joined Merrill Lynch in 2021 after earning a Bachelor's Degree from Brown University, where he was a dual major in Business and Chinese and played as an Offensive Lineman on the football team for four years. Prior to the pandemic, he lived in China for four months and started a business supplying hospital systems with medical supplies. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Brett enjoys golfing, running half marathons with his father, and supporting local South Florida sports teams. He volunteers with First Tee, a charitable organization focused on youth development through golf.

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.

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.

David Feigelman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with EF Hutton in Massachusetts in 1982 and has been with Merrill's Boca Raton office since 1988. David is a qualified Portfolio Manager and holds the Personal Investment Advisor (PIA) designation. He focuses on understanding each client's unique needs and constructs asset allocation plans that reflect clients' income and growth expectations. These plans are flexible and adjust to changes in the markets and the client's personal circumstances. David builds and manages personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides services through the Firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. David graduated magna cum laude from Boston University with a degree in finance. Outside of his professional work, he enjoys sports such as tennis, basketball, and swimming. He resides in Boca Raton with his wife, Donna, and they have a family home in Stowe, Vermont, where they engage in activities like skiing, hiking, and mountain biking.

Nathalie Lanza is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Pruco Securities LLC and The Brickell Financial Advisors. 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.

Alan Bluestein is a Senior Financial Advisor with Merrill Lynch Wealth Management in Ft. Lauderdale. With over 40 years of experience in the financial services industry, he provides personalized wealth management planning for individuals, couples, and families. Alan’s work focuses on retirement planning, income growth, asset preservation, college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and small business strategies. He has recently partnered with his son, Jordan Bluestein, at the Ft. Lauderdale Merrill office. Alan holds a Bachelor of Business Administration degree in Finance and Financial Management Services from the University of Missouri-Columbia. He has earned professional designations including Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA). Alan is skilled in business development, investments, financial analysis, and wealth management. He is fluent in English and Hebrew. Outside of his professional role, Alan is involved in the Lauderdale by the Sea community. His personal interests include adventure sports, antiquing, baseball, football, ice hockey, ice skating, reading, scuba diving, skiing, and spending time with his family.

Jill Aronberg Heller is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 18 years of experience in the financial services industry. She began her career as a Certified Public Accountant and then as a Corporate Bankruptcy Consultant with Ernst & Young Corporate Finance LLP, advising corporations, banks, lenders, and creditor committees. After a decade of serving corporate clients, Jill transitioned to wealth management, focusing on high net worth investors and business owners. Jill assists clients in growing their wealth and generating income from assets while maintaining a strong focus on managing risk. She utilizes various investment strategies, including options, dividend-paying stocks, municipal bonds, master limited partnerships, and preferred stocks. Her background in analyzing and restructuring corporate balance sheets informs her approach to assessing risk and making investment decisions tailored to each client's unique needs. Jill's expertise spans college education planning, retirement planning, portfolio management, services for defined benefit plans, managing new wealth, and women and wealth. She holds a Master's Degree in Professional Accounting and a Bachelor of Business Administration from the University of Texas at Austin. Jill is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Personal Investment Advisor (PIA). Residing in Delray Beach, Florida, she enjoys biking, cooking, reading, running, yoga, and spending time with her family.

Michael Grzeda is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he collaborates closely with clients to understand their financial objectives and develop tailored strategies to achieve their short-, mid-, and long-term goals. He provides comprehensive advice ranging from general investing and retirement planning to preparing for unforeseen financial needs. Additionally, Michael offers access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Michael's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Originally from the Chicagoland area, he earned a double major in finance and economics from the University of Alabama. Prior to his current role, Michael began his career as a stockbroker and later served as a portfolio manager, gaining valuable investment management experience. Outside his professional activities, Michael enjoys various sports such as basketball, billiards, chess, fishing, football, golfing, racquetball, and skiing. He values spending time with his family and traveling.

Marlon Miles is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he teaches group fitness classes in the evenings or on weekends. 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 with model-based and discretionary investment strategies.

Elizabeth Regalado is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at TD Bank N.A., Fidelity Investments, and Merrill, as well as work in education at Florida International University and Broward County Public Schools. 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, pension plans, corporations, and charitable organizations.

Michael Ryan is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1987, also being associated with Bank of America since 2009. Outside of his advisory work, he has an ownership interest in Dukes of Dania LLC, a family-held business related to real estate properties from his father's estate, though he is not involved in its management. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, providing a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and operates closely with Bank of America affiliates to support its investment and capital-markets activities.

Alex Bluestein is a Financial Advisor at Merrill Lynch Wealth Management. He leads Bluestein and Associates, a multi-generational wealth planning team with over 50 years of combined experience and various professional designations. The team offers clients access to a broad array of company resources including portfolio management, wealth preservation and transfer, tax-minimization strategies, education funding, and lending capabilities through Bank of America. Alex's expertise centers on developing comprehensive wealth strategies tailored to high net-worth families. His approach emphasizes discipline, focus, and integrated planning aimed at long-term wealth preservation and the achievement of clients' most important financial goals, such as retirement savings, education funding, home purchases, or legacy building. He holds a Bachelor's degree from Florida State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Patricia Nicolau is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Lang is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. His approach includes understanding each client's full financial picture and adapting strategies to changing market conditions, leveraging insights from Merrill and banking solutions from Bank of America. Richard's expertise spans a broad range of client focus areas such as college education planning, corporate executive services, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. His team is committed to customizing wealth management solutions that align with clients' specific needs, goals, and risk tolerance. Services offered include wealth planning, multi-generational wealth advice, alternative investments, investment portfolio management, trust and estate services, tax planning and optimization, and retirement planning strategies. He holds a Bachelor's Degree from the University of Central Florida and is certified as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Richard is bilingual in English and Spanish. Outside of his professional role, he enjoys baseball, basketball, football, golfing, music, soccer, traveling, watching movies, yoga, and spending time with his wife and daughter in South Florida.

Vitaliy Levine is a Financial Advisor with Merrill Lynch Wealth Management. He has more than 18 years of experience in financial services, including 10 years in leadership roles, helping individuals, families, and business owners navigate complex financial decisions. He works as a strategic partner to his clients, assisting them in aligning their wealth with their values and creating strategies tailored to both their current needs and future aspirations. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Vitaliy holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Private Wealth Advisor (CPWA). He earned his Bachelor's degree from the University of North Florida. In addition to his professional work, Vitaliy is involved in the community through United Way Broward. He speaks English and Russian and has personal interests that include football, golfing, pickleball, racquetball, skiing, table tennis, spending time with his family, and traveling.

Leticia Presmany is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is a co-owner of a family rental property in Clewiston, Florida. 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.