Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and 13 years at Morgan Stanley & Co. Incorporated. 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 both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options.

Tatyana Roshko is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Wells Fargo Clearing. Outside of her advisory work, she owns a notary service, TR SIGNING SERVICES LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and analytical modeling tools.

Kevin Fazio is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2014. He is based in Fort Lauderdale, FL. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephania Cavanzo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Natixis Advisors, LLC for one year and spent ten years in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and proprietary tools, utilizing market return estimates and simulations to model outcomes.

James Holloway Jr. is a CFP®-designated financial advisor with 38 years of industry experience, currently affiliated with Wells Fargo Clearing in Fort Lauderdale, FL. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently advising at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Timothy Gartland is a financial advisor with Edward Jones in Pompano Beach, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Gartland serves as a board member for the LaPorte Little Theatre Club in LaPorte, IN, where he participates in finance committee activities and supports fundraising programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Michael Cunningham is a Series 65-licensed financial advisor at Primerica Advisors with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010, and served with the Port Everglades Pilot Association for over three decades. In addition to his advisory role, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven strategies managed by third-party asset managers and supports account custody and trade execution through Pershing.

Robert Harmelin is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Nicholas Catania is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 63 designation and over 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the advisory board of SOS USA, a nonprofit focused on foster care for abused and abandoned children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Nadeen Schembri is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Wells Fargo. Outside of her advisory work, she operates small online and flea market sales businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a wide range of investment and financial planning services that address diverse client needs through tailored recommendations supported by firm research and planning tools.

Donna Mcmullen is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her work history includes positions at UBS Financial Services from 1998 to 2006, Merrill since 2010, and Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Alyca Brewton is a financial advisor at Fidelity with Series 66 certification and one year of industry experience. Prior to joining Fidelity, she held roles at Restoration Hardware and Starbucks. Outside of her advisory work, she operates a small online business selling handmade candles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and other investment vehicles.

Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Pogofsky is also employed by JPMorgan Bank, where he can offer banking products and services. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Timothy Kane is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. As the senior partner in the Kane Fasanello Group, he focuses on providing portfolio management, financial advice, and sophisticated wealth transfer recommendations primarily to high-net-worth families and not-for-profit organizations. Through his role, Tim often coordinates clients’ estate and investment planning needs in collaboration with their attorneys and accountants, and manages investment strategies tailored to clients' goals. He is also among a select group of financial advisors in Western New York approved by Erie County Surrogate's Court to invest assets for guardianship accounts. Tim works closely with not-for-profit clients and their boards to implement investment strategies that comply with the regulatory environment. Prior to joining Merrill Lynch Wealth Management, Tim practiced law at one of Buffalo's largest law firms. He holds a Juris Doctorate from Saint Louis University School of Law, graduating cum laude, and a Bachelor's Degree from Cornell University. Tim is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. He is a member of the Bar Association of Erie County and several professional clubs, including the Coral Ridge Country Club, Country Club of Buffalo, and The Buffalo Club. Tim is involved in various community organizations, having served on boards including Canisius High School, Cornell University, D'Youville College, Irish Classical Theatre, and The Buffalo Club. His personal interests include boating, fishing, football, golfing, hiking, ice hockey, reading, running marathons, soccer, and traveling. He was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Kane Fasanello Group.

Robert Parent is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, with one year of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work in real estate and corporate settings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Mitchell Schoenbaum is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

George Shashaty is a financial advisor with Primerica Advisors in Sunrise, Florida, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with Primerica since 1989 and has worked at Primerica Financial Services for 35 years. Outside of his advisory work, Shashaty is the founder of Men of Armor Inc. and serves as CFO and volunteer trainer for T48 Football, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.