Joan Morgan Brown is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 24 years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Merrill Lynch for 12 years. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Camilo Mejia is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving high net worth families and individuals. With over 22 years of experience in the financial services industry, Camilo provides comprehensive financial advice and guidance focused on family wealth management strategies, liquidity management, and portfolio management services. He partners with a team of specialists to assist clients in all aspects of their financial lives, often supporting long-term goals related to entrepreneurial projects. Camilo's career encompasses expertise in portfolio investments, financing structures, and economic development strategies, particularly in agriculture and foreign trade. He has held roles at prominent institutions including Lloyds TSB Bank, Banco Santander, and Merrill. A graduate of EAFIT University in Colombia with a degree in Business Administration, Camilo also completed the Executive Banking Program at the London School of Economics in conjunction with the Institute of Market Studies of Madrid, and the SMART program on Securities, Markets, and Regulation Training developed by the University of Miami and Banco Santander. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Residing in Miami, Camilo is committed to building and maintaining strong client relationships and prioritizes attentive, tailored service. Outside of his professional role, he enjoys golfing, reading, soccer, volleyball, and watching movies.

Marina Mantero is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her prior roles include positions at Premia Global Advisors, Gencom Group, Banco Sabadell, and CIS University. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ali Shadanlou is a financial advisor with Primerica Advisors in Palmetto Bay, FL, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked at Pfs Investments Inc since 2011 and Primerica Financial Services since 2010. Additionally, he has been involved with ExertVoip.com Corporation since 2007. Outside of advisory roles, he receives compensation for sales and referrals related to loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ignacio Pardo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with Morgan Stanley since 2016 and with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm employs structured planning tools and offers services that leverage its Global Investment Committee’s market estimates and modeling techniques.

Jennifer Failla is a financial advisor at Merrill in Miami, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Cinctive Capital Management, Alliance Bernstein, Citadel LLC, and Folger Hill Asset Management. Outside of financial advising, she has been involved in several non-investment business entities, including a now-dissolved book project and commercial real estate holdings with no active managerial responsibilities. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with a range of strategic asset allocation and tax-aware options.

Mark O'Leary is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Mark earned a Bachelor's Degree from the State University of New York. His expertise includes wealth management and personal investment advising, supporting clients in achieving their financial goals.

Darling Silva Solis is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at UBS Financial Services, Credit Suisse Securities, Chase Investment Services, and Wamu Investments. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through both direct and corporate financial planning arrangements.

Iryna Vitiuk is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in an online business selling baby products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Jesus Romero is a financial advisor with Merrill in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Greenblatt is a Series 66-licensed financial advisor with UBS Financial Services in Cooper City, FL, where she has worked since 2013. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to support tailored client strategies.

John Gaugin Rosenthal is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has professional experience at Cambridge Investment Research Advisors, Cambridge Investment Research Inc, The Seven Funds, and Kawa Capital Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features tailored to advisor and client needs.

Robin Hyres Cecere is a Series 66 credentialed financial advisor with 29 years of industry experience. She has been with Merrill in Fort Lauderdale, FL since 2002. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicolas Samperez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his current role, he worked at ABM and had a brief period at Lil Anthonys Pizzeria. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Marc Freitag is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include working at Singer Xenos Schechter Sosler Wealth Management before joining Bank of America and Merrill in 2016. Freitag is also a general partner and managing member of ANMF1 LLC, a limited liability company involved in residential real estate investing. 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.

Kevin Owens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience as an accountant, financial advisor, and consultant. Kevin provides traditional advice and guidance, and also builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. Before joining Merrill Lynch Wealth Management in 2009, Kevin managed the hedge fund and family office client relationship group at SS&C Technologies, focusing on tax and portfolio system implementation. He has also worked in hedge fund tax and audit at a large accounting firm and as a financial advisor at UBS. Kevin earned a Bachelor of Science degree in Accounting from the University of Scranton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin serves clients in New Jersey, Florida, and nationwide, including business owners, physicians, retirees, widows, and foundations. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, legacy planning, and retirement income. Outside of work, Kevin enjoys biking, running, skiing, swimming, and spending time with his wife and three children.

Sarif La Torre Euscatigue is a Financial Advisor at Merrill Lynch Wealth Management, focusing on empowering first-generation immigrants and entrepreneurs to achieve financial stability and success. He works closely with successful individuals, entrepreneurs, business owners, and C-suite executives across Florida, providing personalized strategies for building wealth, managing investments, retirement planning, and asset preservation. Sarif serves as a financial quarterback, integrating the firm's global capabilities to help clients pursue their financial goals efficiently. Born and raised in Peru, Sarif earned a Bachelor's Degree in Hospitality Management from Universidad De San Martin De Porres. After moving to Miami, he completed a Bachelor's Degree in Finance at Florida International University. His professional certifications include the Chartered Retirement Planning Counselor (CRPC) designation, Personal Investment Advisor (PIA), and relevant FINRA registrations (Series 7 and 66). He also holds the Florida 2-15 Life, Health, and Variable Annuity License. Sarif values maintaining a balanced lifestyle and engages in various physical activities such as yoga, Pilates, high-intensity training, and running, which serves as a source of balance and decompression. He is bilingual in English and Spanish and applies his multicultural background to his approach in financial advising.

Guillermina Alonso is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she is involved in real estate through ownership and management of related LLCs. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans for clients.

Eliezer Gordon is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions outside of his advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Patrick Carter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been associated with multiple firms since 2009 and operates Carston Ventures Inc., a business that provides health insurance to individuals and small businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.