Salomon Pardo Perez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2022 to 2024. Outside of finance, he was involved with Pardos Art Restorations from 2015 to 2018. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Zachary Swartout is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. His previous work includes roles at Bank of America and teaching positions at Florida Atlantic University and Tallahassee Community College. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Eric Kaplan is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, and Gaines Financial Group. Kaplan is involved in a local marketing referral network through a membership committee role at BNI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, employing a range of investment options and third-party money managers.

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.

Carleena Fiorenza is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has been with Bank of America and Merrill since 2017. Outside of her advisory role, she is involved in a family-held LLC that leases property for a bar and restaurant. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Blaszyk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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.

Peter Heidt is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Heidt serves on the Advisory Board of the University of Pennsylvania. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Winaker is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lawrence Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Miller is based in Boca Raton, Florida. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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.

Frank Costa is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Outside of his advisory role, Costa is involved in insurance sales targeting real estate professionals and manages a tax account sales program through Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a model that emphasizes partnerships with LPL-sponsored platforms and multiple endorsed third-party managers.

Richard Hennessy III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His career includes roles at MassMutual Life Insurance Company and affiliated firms since 2020, as well as prior experience with Blue Water Cafe and other financial services companies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Michael Lang is a financial advisor at Cetera with 15 years of industry experience and a Series 66 designation. He has worked at Cetera and its related entities since 2016 and owns Michael Lang, P.A., a legal services practice providing ancillary legal support to his real estate activities. In addition to advising, Lang is an adjunct professor of business law at Broward College and is licensed as a real estate broker with Crown Realty Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts through various program structures and custodial relationships.

Daniel Gindi is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved with Wealth Preservation Specialists, LLC and works as an insurance representative focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Advisors since 2024, with prior roles at Wells Fargo Clearing, Capital One, and RCS Florida. He also owns Jonathan Green Capital LLC, a private trading practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Joseph Vitale is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies across discretionary and non-discretionary management approaches.

Harris Tuchman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 14 years of industry experience, including eight years at Oppenheimer prior to joining RBC in 2023. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Jay Fields is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. Since joining Merrill Lynch in June 2010, he has focused on implementing a goals-based wealth management process that integrates global resources and current web technology. Jay works closely with clients to simplify their financial lives by identifying and prioritizing their goals, including estate planning, education funding, tax strategies, wealth transfer, and retirement income. He emphasizes a comprehensive approach that considers both sides of a client’s balance sheet and offers access to specialized lending resources to support clients' overall financial strategies. Jay began his career in 1983 with Prudential Securities as a computer systems technologist and later contributed to the development of computerized portfolio trading systems at JP Morgan & First Boston. In 1992, he transitioned to a Financial Consultant role at Lehman Brothers and gained portfolio management certification in 1994 with Smith Barney's Portfolio Management Group. His professional credentials include the Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jay holds a Bachelor's Degree from CUNY Brooklyn College. In addition to his professional work, Jay is engaged in community service, serving as President of Congregation B'nai Israel in Manalapan, NJ, and volunteering with Special Strides to support handicapped children. He resides in Monmouth County with his wife, Michelle, and has two adult children. His personal interests include biking, photography, and watching movies.