Darrell Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that are adaptable to changing market conditions. Darrell integrates the investment insights of Merrill with the banking and lending solutions of Bank of America to help clients pursue their financial goals. He holds professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Darrell earned a Bachelor's Degree from Regis University and holds Master's Degrees from Governors State University and Texas A&M University System. Committed to building strong client relationships, he applies his knowledge and experience to assist individuals and families in making important financial decisions. Darrell supports the tradition of community involvement upheld by Merrill and dedicates time to volunteering with local organizations.

Jeffrey Blum is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes seven years at Morgan Stanley and two years at Morgan Stanley & Co. LLC. Outside of his advisory role, he serves on the Florida Bar Grievance Committee and works as an expert witness. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, utilizing a centralized service team and proprietary research tools.

Ian Scharf is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he lectures to undergraduate students in marketing at the University of Miami. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary advisory models and supports ERISA fiduciary services for qualified plans.

Nicholas Simmons is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been focusing on all aspects of wealth management since 2014. He works with individuals, families, and businesses to help grow, preserve, and pass along their assets. Nick is a qualified Portfolio Manager who provides traditional advice and guidance and builds and manages personalized or defined investment strategies, which may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. He may also manage these strategies on a discretionary basis through the Firm’s Investment Advisory Program. Nicholas holds several professional designations including the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of Business, the Certified Plan Fiduciary Advisor (CPFA) credential, Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Florida International University. His client focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of work, Nicholas's interests include baseball, football, golfing, and skiing.

Gabriel Vasquez is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 credential and has worked at several firms including Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Co. prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Emanuele Gulino Jr. is a financial advisor at Osaic Wealth with 25 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he is involved in tax preparation, real estate sales, and mortgage loan origination. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment solutions and leveraging its extensive affiliate network.

Gissell Vidal is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research, and its capabilities include derivatives and commodities through affiliated entities.

Pearce Klevan is a Senior Resident Director at Merrill's Miami at the Falls office. In this leadership role, he oversees mentorship, office culture, and manages a team of financial professionals. He also serves as a co-founder of Brunk, Klevan & Associates, where he works with business owners, corporate executives, and high-net-worth families. With over two decades of experience, Pearce focuses on comprehensive financial planning that integrates investment management, retirement and estate planning, business strategies, and liquidity management. His approach emphasizes understanding each client's full financial picture and long-term goals, particularly during significant life or business transitions. He holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), and Chartered Retirement Planning Counselor (CRPC). Pearce earned a bachelor's degree from Emory University and a master's degree from the Dublin Institute of Technology. Raised in various international cities, he is fluent in Spanish and English. He resides in Palmetto Bay with his wife Mary and their three children. Pearce is involved in community organizations including the Monica Burguera Foundation and Ransom Everglades High School, among others. His personal interests include marathon running, scuba diving, fishing, golfing, cooking, music, skiing, traveling, and spending time with family.

Carlos Torre is an International Private Wealth Manager with Merrill Lynch Wealth Management, where he has worked since 1994. He holds several FINRA registrations including series 7, 9, 10, 31, 63, and 65, as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. Carlos served for ten years as Senior Resident Director - International, overseeing the Miami at The Falls office, and was awarded the title of Managing Director in 2022. He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2026. Carlos earned a Bachelor's degree in Finance from the University of Miami and an MBA from Northeastern University. His practice focuses on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He assists a select group of families by integrating investment advisory, estate planning services, complex cross-border wealth planning, retirement planning, banking services, and liability management. Carlos is bilingual in English and Spanish. Outside of work, he enjoys boating, cooking, golfing, scuba diving, and spending time with his family. He serves as a board member for House of Hope for Costa Rican Children and is a troop leader with the Boy Scouts of America.

Javier Aviles is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies designed to address clients’ individual goals and changing market conditions. Javier provides access to Merrill’s investment insights along with the banking and lending solutions from Bank of America, assisting clients with comprehensive wealth management. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, services for defined benefit and defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Javier holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Florida International University. Fluent in both Spanish and English, he supports a broad client base. Outside of his professional work, Javier is involved in community volunteering aligned with Merrill’s tradition of service. He enjoys biking, running, and spending time with his family.

Manuel Alonso III is a financial advisor with Raymond James Financial Services Advisors, Inc. in South Miami, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual Life Insurance Co. He is also involved with The 401(k) Lab, a company he operates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with a range of advisory programs and specialized municipal and retirement plan services.

Melissa Seifer is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and 38 years of industry experience. She previously worked for Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC before joining Raymond James in 2007. Outside of her advisory role, she serves as a panel member for FINRA Dispute Resolution Services, handling arbitration cases related to securities and employment disputes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Maria Wilder is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in managing client asset-related operations through The Gables Legacy Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Glenn Hall is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns a tree services business in Miami. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Mark Marandino is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Marandino serves on the executive board of Friends of Brandeis Athletics. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gabriel Mascarenhas is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Brodr and various educational institutions, including Hult International Business School and the University of California Santa Cruz. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory models, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yasser Logrono is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to that, he was employed at Bank of America and Merrill from 2008 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Jonathan Sherry is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Professional Management Inc. for ten years before joining Raymond James in 2022. Outside of advising, he co-owns a single-unit condo with his domestic partner. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with one year of industry experience. Before joining Equitable Advisors, he worked at Norwegian Cruise Line and Royal Caribbean International. Outside of his advisory role, he owns a small business called Dancraft, which involves renting and selling custom wood products. Equitable Advisors serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to advisory programs or discretionary managers, utilizing a range of investment vehicles and third-party asset managers.

Sherenne Chin Quee is a Team Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized investment strategies for her clients. Her approach begins with understanding each client's unique priorities, goals, and circumstances, enabling her to provide clear communication and thoughtful guidance. She focuses on helping clients make informed financial decisions with confidence by explaining the reasoning behind recommendations. Before joining Merrill Lynch, Sherenne spent over a decade working in supply chain management, where she managed inventory control and collaborated closely with owners and leadership to improve processes. This experience honed her attention to detail and communication skills, which she applies to wealth management. Sherenne holds an Accredited Certificate from Sheridan Technical College and holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Sherenne enjoys spending time outdoors with her husband and engages in activities such as fishing, gardening, knitting, crocheting, and running.