Robert Benites is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with families, business owners, and clients nearing retirement age to pursue financial goals and ensure the allocation of assets aligns with long-term success. Robert focuses on creating tailored strategies by first understanding each client's priorities and then defining a personalized approach using the tools available through Merrill Lynch. He has experience advising clients on life insurance and annuity needs, asset preservation strategies, estate planning, retirement planning, legacy planning, philanthropic planning, and managing new wealth. Robert supports a variety of client needs, including family wealth management, liquidity management, portfolio management, small business strategies, and sports and entertainment sectors. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Robert earned a Bachelor's Degree from Florida International University. He speaks English and Spanish. Residing in Weston, Florida, Robert enjoys boating, soccer, tennis, and spending time with his wife Valerie and son Thomas. He is active in his church and participates in Lifework Leadership, part of the National Christian Foundation.

Andres Ros is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, LA Fitness, PricewaterhouseCoopers, and CVS Health. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yuliana Soto is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at SCOTTRADE for 14 years and TD Ameritrade for three years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Zachary Williamson is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and funds.

Cheryl Balaban is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She facilitates a "Saving Smart Spending Smart" financial course through FLIPANY, a community organization in Fort Lauderdale, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor and branch networks in the industry.

Andrew Davis is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at several insurance companies and a position at Florida State University. 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 both brokerage and advisory solutions.

Juan Giron is a Series 66-licensed financial advisor with Merrill in Cooper City, FL, and has nine years of industry experience. He has been with Merrill and Bank of America since 2003. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, offering access to a wide set of products and services.

Thomas Perrin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Audi Charlotte, SC Johnson Professional, and various positions in the food and service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Herling is a financial advisor with Merrill Lynch Wealth Management. He works with individuals, families, executives, and business owners to help them make informed financial decisions and pursue their long-term goals. His expertise includes college education planning, family wealth management strategies, personal retirement planning, and retirement income. He focuses on understanding each client's unique circumstances and priorities to deliver tailored strategies, ongoing support, and a relationship built on trust and transparency. Christopher holds a Bachelor's Degree from Florida International University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved with Big Brothers Big Sisters of Broward and Feeding South Florida, and his personal interests include pickleball, reading, and traveling.

Maria Senior is a financial advisor at Merrill with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 credentials and has worked at firms including Bank of America, MassMutual Life Insurance, Morgan Stanley, UBS Financial Services, and MML Investors Services. Prior to her financial services career, she was involved with David Navarro Creative Inc. 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 individual and institutional clients. The firm integrates its investment approach within Bank of America’s broader platform, providing access to a variety of products and services.

Sean Clancy is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a decade at UBS Financial Services. Clancy serves as a board member for multiple nonprofit and educational organizations, including the Marian Center School and Services, the Archdiocese of Miami Finance Council, Miami Country Day School, and the Hurley Heritage Trust. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment services while generally acting in an advisory capacity for client financial plans.

Nicholas Martucci currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2022 to 2025. He also worked as a Financial Advisor at Ameriprise Financial Services LLC in 2022 and as an Investment Consultant at Scottrade Investment Management from 2016 to 2017. In his career, Nicholas focuses on creating financial plans in partnership with his clients, aiming to help them work towards their financial goals. He emphasizes building lasting relationships with clients and their families and providing guidance and planning tailored to their unique circumstances and challenges.

Sanjaya Balu is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior experience includes roles at Truist Advisory Services, TD Ameritrade Investment Management, Scottrade, and Citizens Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a diverse client base, including individuals, institutions, and public entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, supported by a broad affiliate network and specialized capabilities in municipal and public finance.

James Funk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and various modeling techniques to support client financial goals.

Anthony Coniglio is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 planning process using firm-approved tools and modeling techniques.

Mack Alexis is a financial advisor at Merrill with the Series 66 designation and has been with the firm since 2005. He is based in Fort Lauderdale, FL, and has over 20 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Bryan Simon is a Financial Advisor at Merrill Lynch Wealth Management. He brings a comprehensive background in accounting and finance to his role, supported by advanced degrees from Pennsylvania State University where he earned a Bachelor's in Accounting, a Bachelor's in Finance, and a Master's Degree in Accounting. Bryan began his career at Ernst & Young in Philadelphia, specializing in auditing wealth and asset management companies. He later worked at Credit Suisse in New York City as an equity research and sales associate within the HOLT team. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Although he is a Certified Public Accountant (CPA), Bryan no longer practices in this capacity. Fluent in English, Spanish, and Dutch, Bryan leverages his multilingual abilities to connect with diverse clients and provide financial advising with a global perspective. His expertise spans areas such as college education planning, corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and investment strategies. Bryan focuses on building and preserving wealth, particularly for business owners and families focused on legacy through tailored transition and estate planning strategies. Outside of his professional commitments, Bryan participates in community organizations including United Way Broward, United Way Miami, and has volunteered for the Volunteer Income Tax Assistant (VITA) program in 2016 and 2017. His personal interests include basketball, biking, dancing, hiking, reading, scuba diving, skiing, and traveling.

Patricia Bitnar is a financial advisor with Raymond James Financial in Weston, FL, holding a Series 66 credential and 21 years of industry experience. She has been with Raymond James Financial Services Advisors since 2010 and is also associated with Bitnar and Associates Financial Group. Outside of her advisory work, she is the president of Bitnar Networks, a business unrelated to investment activities. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, leveraging firm research, asset-allocation analysis, and a broad affiliate network to support tailored client solutions.

Evagelos Petrakos is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Shawn Eager is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Broward County Government from 2013 to 2018. He serves on the board and finance committee of Gilda's Club South Florida, a health and welfare organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.