Shamrock Munoz is a Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions such as investment management, tax-efficient wealth strategies, and business liquidity events. Shamrock's approach focuses on portfolio optimization, risk management, and behavioral finance to support clients through market cycles. With a decade of experience in the financial services industry, Shamrock began his career in banking before joining Merrill in 2023. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from Palm Beach State College. He is bilingual in English and Spanish and emphasizes financial education, frequently working with local families and small businesses to improve financial literacy. Outside of his professional role, Shamrock enjoys boxing, cooking, music, reading, and spending time with his family. His client-centered philosophy is to uncover what matters to clients and their families to create strategies that pursue their financial goals.

Jason Diaz Rodriguez is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has seven years of industry experience. He previously worked with JPMorgan Chase Bank and JP Morgan Securities. He is based in Naples, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers investment solutions supported by research from Wells Fargo Investment Institute and third-party databases.