ADVISOR BIO

Lindsay Lehn is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working from the firm's Fort Lauderdale, FL office. Lindsay is a seasoned professional with extensive experience in the financial industry, having entered the industry in July 2014. Lindsay is licensed to provide investment advice in multiple states, including Florida, Texas, Alabama, Connecticut, Georgia, Maryland, Massachusetts, New Hampshire, New Jersey, New York and North Carolina.

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ADVISOR BIO

Linette Jimenez is a registered representative with Wells Fargo Clearing Services, LLC. Linette has been in the securities industry for over 10 years. Linette is licensed in Florida, New Jersey, and New York. Linette specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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ADVISOR BIO

Liubienska Merino is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. Liubienska has been in the industry since 2011, with previous experience at WELLS FARGO ADVISORS, LLC. Liubienska is licensed to sell securities in Florida, Georgia, Oklahoma, and Washington. Liubienska is a Series 7, Series 9, and Series 63 licensed advisor. Morgan Stanley is a large financial institution with a diverse range of services, including financial planning, asset allocation advice, and portfolio management.

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ADVISOR BIO

Loren Gary Ben is a financial advisor with over 40 years of experience in the industry. Loren is currently registered with Oppenheimer & Co. Inc. Loren is a registered representative and investment advisor in Florida, Massachusetts and Texas. Loren previously worked at several other financial institutions including CIBC WORLD MARKETS CORP., GRUNTAL & CO. INCORPORATED, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, BEAR, STEARNS & CO. INC., DEAN WITTER REYNOLDS INC., PRUDENTIAL-BACHE SECURITIES INC., SPENCER, SWAIN & CO., INC., SECURITY FIRST FINANCIAL, INC., BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS, H. C. COPELAND AND ASSOCIATES EQUITIES, INC., SECURITY INVESTMENT SERVICES CORP., NEL EQUITY SERVICES CORPORATION, BACHE HALSEY STUART INC., FIRST NEW ENGLAND SECURITIES CORPORATION, and HAWTHORNE SECURITIES CORPORATION. Loren holds several licenses including Series 7, Series 9, Series 10, Series 40, Series 63, and Series 65. Loren specializes in providing financial advice to individuals, businesses, and institutions. Loren's current firm, Oppenheimer & Co. Inc., manages over $27 billion in assets for clients.

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ADVISOR BIO

Lorenzo Santiago is an investment advisor representative registered with Wells Fargo Clearing Services, LLC in FORT LAUDERDALE, Florida. Lorenzo has been in the industry since 1999 and has been associated with Wells Fargo Clearing Services, LLC since 2016. Lorenzo has passed the Series 3, Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 exams. Lorenzo has also held previous positions at Prudential Securities Incorporated and Prudential Investment Management Services LLC.

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Luis Alberto Rosario is an Investment Advisor Representative registered with Oppenheimer & Co. Inc. Luis Alberto has been in the industry since June 24, 2003. Luis Alberto has been with Oppenheimer & Co. Inc. since June 2014. Prior to that, Luis Alberto was registered with UBS Financial Services INCORPORATED OF PUERTO RICO, UBS FINANCIAL SERVICES INC. and POPULAR SECURITIES, INC. Luis Alberto has passed the Securities Industry Essentials Examination, the General Securities Representative Examination and the Uniform Combined State Law Examination. Luis Alberto is registered in Florida, New Jersey, New York, Puerto Rico and Texas. Luis Alberto specializes in providing services to High Net Worth Individuals, individuals other than high-net-worth, Corporations or other businesses, pension and profit-sharing plans, charitable organizations, retirement and other entity types and pooled investment vehicles.

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ADVISOR BIO

Luke Melms is an investment advisor representative with Newedge Advisors, LLC. Luke is registered with the state of Florida and has been in the industry since 2011. Luke has passed the Series 6, Series 63 and Series 65 exams. Luke is also a Certified Financial Planner. Newedge Advisors is a Registered Investment Advisor (RIA) with a strong focus on providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm manages over $18 Billion in assets.

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Mahesh Roopnarine is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Mahesh has been in the financial industry since 2013 and is registered in 7 states, including Florida, California, Connecticut, Georgia, New Jersey and New York. Mahesh has a strong background in securities and investment company products, having worked at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC prior to joining Merrill Lynch. Mahesh provides a wide range of services including portfolio management, financial planning and educational seminars. Mahesh has a track record of helping clients achieve their financial goals.

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ADVISOR BIO

Maiia Hart is a financial advisor with Morgan Stanley. Maiia has been working in the financial services industry since 2005. Previously, Maiia worked at CITIGROUP GLOBAL MARKETS INC. and EDWARD JONES. Maiia holds Series 63, Series 66, Series 7, and SIE licenses. Maiia is registered with FINRA and is licensed to provide investment advice in 40 states.

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ADVISOR BIO

Mallory Caravia is a financial advisor with Wells Fargo Advisors Financial Network, LLC in FORT LAUDERDALE, FL. Mallory has been in the industry since 2011 and has experience with UBS FINANCIAL SERVICES INC. and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Mallory is registered with the state of Florida as an investment advisor and is also registered with FINRA.

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