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.

Zachary Swartout is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and roles in education at Florida Atlantic University, Tallahassee Community College, and Park Vista High School. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

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 Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Bank of America and Merrill since 2017. Outside of her advisory role, Fiorenza 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 the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

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.

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.

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.

Harvey Lam is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023, following seven years at Sagepoint Financial, Inc. Outside of his advisory role, he serves as an insurance agent for fixed insurance products and is vice president of a condominium homeowners association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to various third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of securities, supporting both discretionary and non-discretionary accounts.

Francheska Suero is a financial advisor with Merrill in Plantation, FL, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Merrill since 2015 and Bank of America, N.A. since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Faber is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

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 four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

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.

Robert Eigen is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.