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.

Carol Felt is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Northwestern Mutual in various capacities from 1994 to 2017 before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company in 2017. Outside of advising, she serves as treasurer on the board of a nonprofit organization focused on vascular surgery. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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.

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.

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 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.

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 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He has also worked outside of finance in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services focused on model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers portfolio implementation through internal Chief Investment Office teams and third-party managers, incorporating strategic asset allocation and tax-aware options.

Jeffrey Finlayson is a financial advisor with Cetera, holding a Series 66 designation and possessing 10 years of industry experience. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance Company, and PNC Investments. He is also a licensed insurance agent focusing on fixed insurance products and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors nationwide.

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.

Eitan Sisso is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior work experience at Super.com, Daily Steals, Bayview Asset Management, and Schlumberger. Raymond James & Associates 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.