Christie Olivier Rodriguez is a Series 66 credentialed advisor with Merrill in North Miami, FL. She has been with Merrill and Bank of America since 2026 and previously worked at Bank of America from 2018 to 2026. Prior to her financial industry career, she was affiliated with Florida International University and its Office of Orientation Programs from 2016 to 2019. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Gary Herskowitz is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with various Raymond James entities since 1998, including Raymond James & Associates and Raymond James Financial Services Advisors, Inc. in Fort Lauderdale, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports advisory programs alongside institutional consulting and portfolio management.

Aliona Lozinschi is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank from 2009 to 2018. 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 through a non-discretionary program. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative research with forward-looking capital market assumptions.

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 at Primerica Advisors with 18 years of industry experience. He holds Series 65 and Series 63 licenses and 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 investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports clients through a large network of advisors and offices.

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.

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.

Julianne Weisshaut is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and is a key member of The Weisshaut Group, which serves multiple generations of affluent families in Boca Raton, Florida. The team focuses on helping clients identify their financial objectives and implementing strategies tailored to meet their needs and goals. Julianne holds a Bachelor's degree from the University of Florida. She has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Julianne and her family reside in Coral Springs, Florida.

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.

Jane Cruickshanks is a Certified Financial Planner® with 38 years of experience, currently advising at OSAIC since 2024. Her prior roles include positions at Securities America Advisors, Inc., Investacorp Inc., and JCM Financial, where she also serves as President. She is involved in community and professional organizations, including the Rotary Club of Weston, the Weston Chamber of Commerce, and serves as a board member for the City of Pembroke Pines Police and Firefighters Pension Board. OSAIC Wealth serves a diverse clientele including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and offers a wide range of programs from comprehensive financial planning to third-party manager strategies.

Andres Manjarres is a Financial Advisor at Merrill Lynch Wealth Management. With over 12 years of experience in the financial services industry, he has worked for major institutions including JP Morgan Chase, Wells Fargo, and Merrill Lynch. Throughout his career, Andres has focused on providing personalized wealth management strategies tailored to his clients' unique financial goals. His expertise includes family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Andres holds the designation of Personal Investment Advisor (PIA) and is fluent in English and Spanish. Andres has an educational background with a High School Diploma from Colegio Americano and has attended Hudson Community College and Broward College without degree conferral. He is actively involved in community organizations such as Come Over Ministry, Hispanic Heritage Chamber of Commerce, Parent Teacher Partnership Imagine Charter School, and Real Church. His personal interests include cooking, dancing, gymnastics, photography, reading, soccer, spending time with family, and volleyball.

Lisa Piscitelli is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill and its affiliates since 1997. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Regalado is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at TD Bank N.A., Fidelity Investments, and Merrill, as well as work in education at Florida International University and Broward County Public Schools. 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, pension plans, corporations, and charitable organizations.