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.

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.

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.

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.

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.

Robin Russell is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning utilizing a structured process and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Shawn Eager is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to joining Morgan Stanley, he spent five years with Broward County Government. Outside of his advisory role, he serves on the board and finance committee of Gilda's Club South Florida, a health and welfare nonprofit. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Eitan Sisso is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, he worked at Super.com and Daily Steals, as well as Bayview Asset Management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Gregory Burie is a CFP® with 44 years of industry experience, currently with Morgan Stanley in Boca Raton, FL. He has worked at Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a basketball referee for middle school through high school levels. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and extensive resources.

Steven Barker is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, N.A., LSF Capital LLC, and Credit Card Processing Agents L.L.C. Outside of his advisory work, he serves as a football referee for the Broward Football Officiating Association. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Mignacca is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Edward Jones in Fort Lauderdale, FL, having also worked at Northwestern Mutual and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ali Mahallati is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in dental, group disability income, disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and provides various event-driven planning programs alongside educational seminars.

Cesar Soria III is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch and UBS Financial Services. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Santiago Mizrahi is a financial advisor at Cetera with Series 63 and Series 65 credentials and approximately one year of industry experience. His prior roles include positions at Thrivent Investment Management Inc, Florida Financial Advisors, and Alta Developers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Andrew Kahng is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He also serves as a FINRA non-public arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Ugo Celini is a financial advisor with Primerica Advisors based in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and over 37 years of industry experience. His career history includes roles at Horizon Homemakers & Companion and Edgehill, alongside longstanding involvement with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to advisory services, he is involved in sales of loan products and referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies developed by unaffiliated asset managers and provides trade execution and custody through third-party providers, serving a broad client base via a large network of advisors.