Garrick Trosper is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources and guidance on topics including general investing, retirement planning, and saving for unforeseen events. Garrick also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Garrick holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from University of South Florida - Saint Petersburg and a Master of Business Administration (MBA) from University of Florida. Outside of his professional responsibilities, Garrick engages in community involvement through organizations such as the Military Support & Assistance Group (MSAG) and United Way Broward. His personal interests include billiards, boating, golfing, music, and watching movies.

Daniel Seghi is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at firms including Merrill, Iberia Bank/First Horizon Advisors, and CitiGroup. He is based in Davie, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Danielle Christinne Assis Cidade is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citibank in various capacities since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and investment modeling techniques.

Matias Cavalieri is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1998 to 2009. Outside of his advisory role, he is the sole proprietor of a non-investment-related real estate business in Maldonado, Uruguay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and investment research.

Andres De Corral is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and over 40 years of industry experience. He has been with Merrill since 1985. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cristian Gonzalez Lami is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Elizabeth Angelone is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience. She works closely with multi-generational families to secure their legacy and assist with their financial planning needs. She also guides many corporate retirement plans, helping employees reach their retirement goals through 401(k) plans, and works with women undergoing periods of transition. Her expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for defined benefit plans, women and wealth, sports and entertainment, and retirement income. Elizabeth holds several professional designations, including Accredited Domestic Partnership Advisor (ADPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's Degree from Rollins College. Outside of her professional role, Elizabeth is involved with organizations such as Greenwich United Way, Greenwich Academy, and Brunswick School. She also participates in community events like the Avon 39 Mile Walk. Her personal interests include music, pottery, skiing, swimming, tennis, and yoga.

Manuel Rivero is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also listed as a non-working officer of Improving Bodies LLC, a personal fitness training business owned by his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Diaz Torroba is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously spent 10 years at UBS Financial Services before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of advising, he is actively involved in real estate through ownership and management roles in property-related partnerships in Colorado and Spain. 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 research. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory guidance without individual security recommendations.

Pedro Lopes is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Agustin Torrado is a financial advisor with Morgan Stanley in Miami, FL, holding the Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for the Oceana Key Biscayne Homeowners Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with access to extensive investment resources and services.

Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

Jacqueline Schleimer is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a range of portfolio management styles.

Nick Mazzurco is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He has held positions at UBS Financial Services and Citigroup Global Markets prior to joining Wells Fargo. His credentials include Series 63 and Series 65 licenses. 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 from Wells Fargo Investment Institute and third-party sources.

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jane Zimmerman is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with UBS since 1994. Outside of financial services, she is the president of NJ Photographics, a commercial photography business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Andrea Sosa is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018, previously working at Bank of America from 2015 to 2018. Based in Miami, FL, she is part of a large advisory team serving a diverse client base. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Salas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored family and business wealth planning strategies for affluent clients. His approach emphasizes connecting clients with the people, plans, and processes that align with their unique ambitions, addressing areas such as corporate benefits, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. Edward began his career in 2000 at UBS and has since worked for prominent firms including JP Morgan and Wells Fargo. With over 10 years of experience in financial planning and family wealth management, he leverages his Series 7, 9, 10, and 66 FINRA registrations, Florida insurance licenses, and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) to serve his clients effectively. He holds a Bachelor's Degree from Arizona State University in History and is fluent in both English and Spanish. Outside of his professional work, Edward enjoys hiking, playing soccer, and spending time with his family.

Issis Rojas is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.