Sameer Derashri is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2012. Outside of advisory work, he is involved in a family-held LLC owning a Great Clips franchise, where he contributes a few hours weekly. 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 a wide range of clients including individuals, high-net-worth clients, and institutions.

Angelo Dhanpath is a financial advisor at Morgan Stanley Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management, TD Ameritrade, Regions Bank, and TD Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jean Pierre Lemoine is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Patricia Grazioso is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 44 years of industry experience. She has been with Ameriprise and its related entities since 2009. Grazioso serves as a director on the board of Delrado Inc., a non-investment-related role. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Adam Weiner is the Vice President and Branch Leader at Fidelity Investments, where he has served since 1996. In his role, he leads, coaches, and inspires a team of financial services professionals who work with clients and their families to support their long-term financial goals. Adam's financial advisory career began in 1992, with positions at Robert Todd Financial Corp, Russo Securities, Ladenburg, Thalmann Inc, and National Discount Brokers before joining Fidelity Investments. His extensive experience spans over three decades in the financial services industry. Outside of his professional work, Adam has personal interests in cars, movies, and pets.

Jamal Scott is a financial advisor with Merrill in Davie, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Bank of America, Merrill, and J.P. Morgan Securities. He operates a sole proprietorship named Jamal Scott in Miami. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Melissa Wagner is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and totaling 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that use firm-approved tools and modeling techniques to support client planning.

Glynis Banhan is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers diversified portfolios, planner-led wealth management, and online tools, managing approximately $326 billion for around 477,000 clients.

Doreen Gest is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Gest is also associated with Leeward Financial Group in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Salomon Pardo Perez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and a role with Pardos Art Restorations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nze Ahanotu is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Bank of America and Merrill since 2010. 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.

Brian Trechok is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2007, progressing through roles including Financial Consultant, Investments Consultant, Financial Representative, and Premium Services Representative. With 18 years of experience at Fidelity, Brian is a Certified Financial Planner™ dedicated to providing personalized service and comprehensive financial planning. Brian leads a Wealth Management team composed of specialized professionals focused on key areas of financial planning. Together, they collaborate to support clients' unique needs and help them pursue their financial goals with confidence. He holds a California Insurance License, which complements his expertise in financial consulting. Outside of his professional work, Brian enjoys beach activities, spending time with family, fitness, social events with friends, golf, and traveling.

Michael Zislin is a Series 66-licensed financial advisor at Morgan Stanley in Boca Raton, Florida, with seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of financial services, he is the owner and CEO of First In Line Enterprises, Inc., a company involved in fishing activities. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers both direct and employer-based financial plans.

David Berdon is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2013. Outside of his advisory role, he serves on advisory boards for Nasdaq and is the owner of Cavaleo LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of financial advisors and estate planning strategies.

Michael Higgins is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Lee Foster is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Beacon Global Advisor Network and Stoever Glass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Annette Claudio is a financial advisor at Ameriprise with 14 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Outside of her advisory role, she serves on the Board of Directors for Honor Flight South Florida, Inc., where she is the Director of Media and Communications. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephanie Levin is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, Levin is a proprietor of a travel agency in Delray Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs backed by extensive resources and a structured planning process.

Sandra Marino is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its advisory services.

Ioulia Nikiforova is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2013. Nikiforova serves as a board member for the Northern Arkansas Telecommunication Company. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and modeling techniques, with a focus on advisory services rather than individual security recommendations.