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.

Michael Cunningham is a Series 65-licensed financial advisor with Primerica Advisors in Sunrise, FL, bringing 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has served with the Port Everglades Pilots Association for over three decades. In addition to his advisory role, Cunningham is involved in sales of loan products and home-related services through affiliates of his firm. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies overseen by third-party asset managers and supports account custody through Pershing, serving a large network of advisors and offices with approximately $15.5 billion in assets under management.

Nicholas Catania is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 29 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the advisory board for 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 investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Nadeen Schembri is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Wells Fargo entities since 2011. Outside of advising, she operates several small online and local sales businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of financial advisors.

Gwenaelle Romain is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than two decades of experience in the financial services industry. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gwen advises individuals and families with complex financial lives, focusing on clear, structured planning and helping clients preserve and grow wealth. Gwen has a bachelor's degree from the University of Florida and is fluent in English and French. Her expertise encompasses a range of areas including college education planning, employee benefits, family wealth management strategies, personal retirement planning, portfolio management, and retirement income. She serves clients nationwide, including those with ties to French and Haitian-American communities. Beyond her professional role, Gwen is involved in community initiatives such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy. Her approach is highly personal and collaborative, aiming to align financial planning with clients' goals and values.

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.

Camille Coke is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Pink Pearls of Miramar Foundation and owns a law firm in Miramar, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Vanessa Jewett is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and five years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, she was involved with Volunteers of America and served at Nova Southeastern University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and model-based outcome simulations.

Gabriella Alvarenga is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has previously worked at UBS, Wells Fargo, Bank of America, Merrill, and Signet Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marc Gusto is a financial advisor at LPL Financial with 18 years of industry experience. He has held positions at Kestra Advisory Services and Kestra Investment Services, LLC from 2016 to 2023 before joining LPL Financial. He holds the Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Elliot Weissmark is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, Weissmark is involved in managing a family-owned fine watches and jewelry business. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through a non-discretionary advisory model and also delivers institutional consulting and public finance services.

Megan Patena is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Bank of America, N.A. and Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gavin Haines is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ameriprise and Anthem Strategists, as well as positions outside finance such as at Bo n' Vine Burger Bar and Buffalo Wild Wings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and a broad client base ranging from individuals to municipal entities. The firm provides wealth advisory planning and investment consulting through various programs, with a notable focus on municipal and public finance services.

Luciano Ghysels is a financial advisor at Merrill in Aventura, FL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo. Before entering finance, he worked at Pizza Hut for two years. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform to deliver a wide range of investment options and related services.

Pablo Crissien is a financial advisor with Edelman Financial Engines, holding Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several firms, including Empower Advisory Group and Southern Glazers Wine & Spirits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified model portfolios and long-term orientation.

Logan Mondshein is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding a Series 66 designation and two years of industry experience. He previously worked with Securities America Advisors and has served as a benefits consultant at Associated Financial Consultants, where he assists small and medium-sized businesses with group health insurance and employee benefits. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Angela Gomez is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at UBS, New York Life Insurance Company, and Eagle Strategies. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Robert Bolber is a financial advisor at Merrill with 40 years of industry experience. He has worked at Merrill since 1986 and is also affiliated with Bank of America since 2009. He holds Series 63 and Series 65 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The program serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gregory Vitale is a CFP® and PFS™ with 27 years of experience in financial services. He is currently with Cetera and has prior experience at Avantax Investment Services and VF Wealth Management. Outside of advisory roles, he is a partner in a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Alejandro Ramirez Del Villar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and focuses on creating strategic financial solutions tailored to high-net-worth individuals and their families. His approach considers clients' risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment goals to support both their short-term and long-term financial objectives. Alejandro graduated from the University of Florida in 2009 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish, reflecting his background of being born in Lima, Peru, and residing in South Florida for over 30 years. He is a member of the Greater Fort Lauderdale Alliance. Alejandro currently lives in Parkland, Florida, with his wife and two sons. He also provides clients access to Wealth Management Lending Officers from Bank of America, N.A., offering lending solutions integrated with overall investment strategies.