Melissa Wagner is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and totaling 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that use firm-approved tools and modeling techniques to support client planning.

Daniel Gage II is a financial advisor at Ameriprise with four years of industry experience. He previously held roles at Florida Atlantic University, Southeastern University, and Master's Academy. Outside of Ameriprise, he manages an advisory business through QL Group LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations are supported by internal research and third-party data and operate within an investment universe influenced by affiliated product and distribution arrangements.

Glynis Banhan is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios and long-term orientation.

Doreen Gest is a financial advisor with Raymond James Financial in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Her career includes roles at Ameriprise Financial Services, Morgan Stanley, and A. G. Edwards & Sons. She is also employed in an administrative capacity at Leeward Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers customized, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

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.

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.

Brian Trechok is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2007, progressing through roles including Financial Consultant, Investments Consultant, Financial Representative, and Premium Services Representative. With 18 years of experience at Fidelity, Brian is a Certified Financial Planner™ dedicated to providing personalized service and comprehensive financial planning. Brian leads a Wealth Management team composed of specialized professionals focused on key areas of financial planning. Together, they collaborate to support clients' unique needs and help them pursue their financial goals with confidence. He holds a California Insurance License, which complements his expertise in financial consulting. Outside of his professional work, Brian enjoys beach activities, spending time with family, fitness, social events with friends, golf, and traveling.

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.

Lee Foster is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Beacon Global Advisor Network and Stoever Glass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

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.

Annette Claudio is a financial advisor at Ameriprise with 14 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Outside of her advisory role, she serves on the Board of Directors for Honor Flight South Florida, Inc., where she is the Director of Media and Communications. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Sandra Marino is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its advisory services.

Ioulia Nikiforova is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2013. Nikiforova serves as a board member for the Northern Arkansas Telecommunication Company. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and modeling techniques, with a focus on advisory services rather than individual security recommendations.

Michael Lang is a financial advisor with Cetera, holding the Series 66 designation and bringing 16 years of industry experience. He has been associated with Cetera and its affiliated entities since 2016 and owns Michael Lang, P.A., providing legal services related to real estate. Lang also works as a real estate broker and serves as an adjunct professor of business law at Broward College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with discretionary and non-discretionary options.