Nathalie Lanza is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Pruco Securities LLC and The Brickell Financial Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alan Bluestein is a Senior Financial Advisor with Merrill Lynch Wealth Management in Ft. Lauderdale. With over 40 years of experience in the financial services industry, he provides personalized wealth management planning for individuals, couples, and families. Alan’s work focuses on retirement planning, income growth, asset preservation, college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and small business strategies. He has recently partnered with his son, Jordan Bluestein, at the Ft. Lauderdale Merrill office. Alan holds a Bachelor of Business Administration degree in Finance and Financial Management Services from the University of Missouri-Columbia. He has earned professional designations including Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA). Alan is skilled in business development, investments, financial analysis, and wealth management. He is fluent in English and Hebrew. Outside of his professional role, Alan is involved in the Lauderdale by the Sea community. His personal interests include adventure sports, antiquing, baseball, football, ice hockey, ice skating, reading, scuba diving, skiing, and spending time with his family.

Rackeal Mascenik is a financial advisor with Ameriprise in Pembroke Pines, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Vamvaketis is a financial advisor with OSAIC based in Ft Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to his advisory role, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Volant Wealth Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios.

Emile Habayeb is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill from 2009 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations and Secular Return Estimates.

Scott Anderson is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Anderson is a partner in several business ventures, including Body20 Global USA, an exercise wellness franchise, and related investment LLCs. Morgan Stanley Wealth Management provides comprehensive 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 offers a broad range of investment and planning services.

Jill Aronberg Heller is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 18 years of experience in the financial services industry. She began her career as a Certified Public Accountant and then as a Corporate Bankruptcy Consultant with Ernst & Young Corporate Finance LLP, advising corporations, banks, lenders, and creditor committees. After a decade of serving corporate clients, Jill transitioned to wealth management, focusing on high net worth investors and business owners. Jill assists clients in growing their wealth and generating income from assets while maintaining a strong focus on managing risk. She utilizes various investment strategies, including options, dividend-paying stocks, municipal bonds, master limited partnerships, and preferred stocks. Her background in analyzing and restructuring corporate balance sheets informs her approach to assessing risk and making investment decisions tailored to each client's unique needs. Jill's expertise spans college education planning, retirement planning, portfolio management, services for defined benefit plans, managing new wealth, and women and wealth. She holds a Master's Degree in Professional Accounting and a Bachelor of Business Administration from the University of Texas at Austin. Jill is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Personal Investment Advisor (PIA). Residing in Delray Beach, Florida, she enjoys biking, cooking, reading, running, yoga, and spending time with her family.

Aliona Lozinschi is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Estrella Elbaz is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Grzeda is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he collaborates closely with clients to understand their financial objectives and develop tailored strategies to achieve their short-, mid-, and long-term goals. He provides comprehensive advice ranging from general investing and retirement planning to preparing for unforeseen financial needs. Additionally, Michael offers access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Michael's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Originally from the Chicagoland area, he earned a double major in finance and economics from the University of Alabama. Prior to his current role, Michael began his career as a stockbroker and later served as a portfolio manager, gaining valuable investment management experience. Outside his professional activities, Michael enjoys various sports such as basketball, billiards, chess, fishing, football, golfing, racquetball, and skiing. He values spending time with his family and traveling.

Evan Romero is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in partnering with individuals and families, particularly professionals in technology, entertainment, and law, to navigate complex financial priorities including wealth management, equity compensation, retirement planning, tax-efficient strategies, education funding, and legacy planning. Evan holds an M.S. in Management Science & Engineering from Stanford University. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. His professional approach emphasizes understanding each client's unique goals and circumstances, fostering collaboration, and developing tailored strategies to help clients make informed financial decisions focused on long-term objectives. Outside of his professional role, Evan is involved with the community organization SAVE Dade. He also enjoys biking, cooking, reading, running, and spending time with his family.

Wesley Fleurinord is a financial advisor with Primerica Advisors in Tamarac, FL, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he owns Eden Rose Relationship Coaching, LLC, a business unrelated to investment products. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Claudia Spence is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2016, joining Mass Mutual Investors Services in 2017. Prior to that, she was with Metlife Securities Inc for four years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Peter Anderson is a CFP®-credentialed financial advisor with Raymond James Financial, based in Fort Lauderdale, FL, and has 13 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2016 and spent six years at Woodforest National Bank. Anderson is the owner of Anderson Wealth Management LLC, a support company established for banking purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses analytical tools including risk profiling and probability modeling to tailor non-discretionary planning and consulting aligned with client goals.

Savannah Miller is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked at ARC Wealth Management and One-0-Eight. Her background also includes roles related to university athletics and medical practice support. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Marlon Miles is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he teaches group fitness classes in the evenings or on weekends. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Menachem is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Peter Corrao III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 1998. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Philip Carroll is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Hennion & Walsh, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and secular return estimates in its financial planning process.

Mariana Brichesi is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Merrill prior to her current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.