J.P. Morgan Securities

Nuviana Acosta is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding athletes, business owners, and families to find purpose in managing their wealth. She focuses on areas including family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and women and wealth. Acosta holds an Associate's Degree from Hillsborough Community College and carries multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Spanish, she offers comprehensive financial advice ranging from investing and retirement planning to small business solutions, collaborating closely with clients to create personalized plans based on their goals and aspirations. In addition to her professional work, Acosta supports organizations such as the American Cancer Society, St. Jude, and Susan G. Komen. Outside of her financial advisory role, she enjoys camping, music, skydiving, spending time with her family, and watching movies.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Rajan Shankara is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1993. He co-founded The Verschuur / Iyer Group in 1999 and focuses on helping a limited circle of clients and their families achieve financial security through cohesive strategies tailored to evolving needs. Rajan specializes in legacy wealth planning, portfolio management, retirement planning, philanthropic planning, tax-efficient investment strategies, and values-based investing, including socially responsible and ESG approaches. He serves clients across diverse areas such as college education planning, family wealth management, LGBT wealth planning, women and wealth, and sports and entertainment. Rajan holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA) with expertise in sports and entertainment finances. He graduated with a bachelor's degree from the University of Wisconsin System. Known for a transparent and collaborative advisory style, he engages regularly with clients and their families to support informed financial decision-making and goal achievement. Rajan has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times from 2018 through 2025. Outside of his professional role, Rajan is active in community efforts, including supporting Chicago-based Spark Ventures and The Shelby Goldstein Memorial School in Zambia, which provides education and meals for orphans. He serves on The Buckingham Club Committee of Chicago, part of the University of Wisconsin Foundation, raising funds for healthcare causes. Rajan resides in Chicago with his wife and two children, and enjoys boating, surfing, fishing, snowboarding, live music, traveling, and studying German.

Yudel De La Garza is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals and evolving market conditions. Yudel leverages access to Merrill's investment insights along with the banking and lending resources of Bank of America to support comprehensive wealth management. Yudel holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Universidad del Sagrado Corazon. He follows the Merrill tradition of engaging with the communities they serve and dedicates time to volunteer with local organizations. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Nicholas Nanas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. In his role, he focuses on business development and relationship management, delivering customized investment and wealth planning strategies tailored to the specific needs and values of ultra-high-net-worth individuals and families. His areas of expertise include college education planning, corporate executive services, international wealth management, liquidity management, small business strategies, tax minimization, and more. Nicholas earned a Bachelor's degree in Economics from the Zicklin School of Business at Baruch College. Before joining Merrill Lynch full-time, he gained experience through internships with Merrill’s International Office and Chardan Capital Markets on the Institutional Equity desk. He holds the Personal Investment Advisor (PIA) designation. Fluent in English and Greek, Nicholas is dedicated to working with the Greek-American community and is an active member of Leadership 100, a philanthropic organization supporting initiatives within the Greek Orthodox Church and Greek-American society. Outside of his professional work, he enjoys golfing and is an avid fan of soccer and Formula One.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Timothy Norman is a financial advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. With over 15 years of experience, he offers a tailored approach to help families and individuals achieve their financial goals by creating personalized strategies that reflect their unique perspectives and priorities. Timothy holds a Bachelor's degree from the University of North Texas and professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses financial strategies, retirement planning, investment management, and estate planning services. Outside of his professional work, Timothy enjoys cooking, fishing, golfing, and spending time with his family.

Ivan Beltran is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ivan provides guidance on a broad range of financial matters including investing, retirement planning, and preparing for unexpected expenses. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Ivan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned both his Bachelor's degree and Master of Business Administration (MBA) from the California State University System. His approach focuses on understanding what matters most to clients and their families in order to create tailored financial strategies.