Jacob Spiegel is a Financial Advisor with Merrill Lynch Wealth Management, serving ultra-high net worth families and business owners across the United States. He is based in Fort Lauderdale, FL, and works with clients to develop strategies that prioritize their financial goals amid changing markets and complex financial landscapes. Raised on a farm in Kansas, Jacob developed an appreciation for hard work, discipline, and long-term planning. He earned a Bachelor's degree in Finance and Economics from Kansas State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). As a member of The Mordis Group, he provides a range of services beyond investment advice including investment and risk management, trust and estate planning services through Bank of America, banking and lending services, access to family office services, alternative investments, insurance solutions, and philanthropy. Jacob focuses his practice on education planning, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and tax minimization. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, golfing, hunting, music, and spending time with his family.

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 at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience at JPMorgan Chase Bank, LA Fitness, PricewaterhouseCoopers, and CVS Health. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with certain portfolio services provided by affiliated entities.

Yuliana Soto is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Zachary Williamson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity and its affiliated entities since 2012, with prior experience at VOYA Financial Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and it serves a diverse range of clients including registered investment companies and charitable 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 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at several insurance companies, including First Guaranty Insurance Company and Great Western Insurance Company, as well as experience at Florida State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Juan Giron is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill and its parent company, Bank of America, since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Perrin is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles outside the financial sector, including positions in hospitality and environmental services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of 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 the Series 65, Series 63, and Series 66 designations. Her prior experience includes roles at Bank of America, MassMutual Life Insurance Co., Morgan Stanley, and UBS Financial Services. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 licenses and possessing 11 years of industry experience. His prior roles include positions at Truist Advisory Services, TD Ameritrade, Scottrade, and Citizens Bank. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Funk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models without providing individual security recommendations in its standalone planning services.

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 with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and over 21 years of experience with the firm since 2005. 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, pension plans, corporations, and charitable organizations.

Bryan Simon is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial advisory services focused on legacy preservation, business transitions, and wealth management for families and business owners. Bryan offers expertise in areas such as college education planning, corporate benefits, family wealth management strategies, individual and corporate investment strategy, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Bryan holds a Bachelor of Science in Accounting, a Bachelor of Science in Finance, and a Master of Science in Accounting from Pennsylvania State University. He began his career at Ernst & Young in Philadelphia, specializing in auditing wealth and asset management companies within the Financial Services Organization assurance practice, where he earned the Certified Public Accountant (CPA) designation. He later worked at Credit Suisse in New York City as an equity research and sales associate within the HOLT team. Bryan holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English, Spanish, and Dutch. In addition to his professional work, Bryan is involved with the Penn State Alumni Association of Fort Lauderdale and contributes to community organizations including United Way Broward, United Way Miami, and the Volunteer Income Tax Assistant program. His personal interests include basketball, biking, dancing, hiking, reading, scuba diving, skiing, and traveling.

Patricia Bitnar is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors since 2010. Outside of her advisory role, she is president of Bitnar Networks, a separate business in which she is not actively involved in daily operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both individual and institutional consulting.

Evagelos Petrakos is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., J.P. Morgan Securities, and JPMorgan Chase Bank. Outside the financial industry, he has experience working in the restaurant sector at Olympic Cafe. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation involving strategic and tactical asset allocation and various tax-aware options.