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 credentials. She joined Morgan Stanley in 2026 after a year with Natixis Advisors, LLC and spent ten years in full-time education prior to her career in finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored 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 analyses.

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 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.

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, 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. She has over two decades of experience in the financial services industry, advising individuals and families with complex financial lives. Gwenaelle emphasizes thoughtful planning and disciplined execution to help clients preserve and grow wealth across generations. She holds a Bachelor's Degree from the University of Florida and maintains professional certifications 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). Gwenaelle is fluent in English and French. Gwenaelle is involved in community organizations such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy. She focuses on client areas including family wealth management, retirement planning, college education planning, and strategies for endowments and non-profits.

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 with LPL Financial in Plantation, FL, holding Series 63 and 66 licenses and 18 years of industry experience. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Ameriprise Advisor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.

Megan Patena is a financial advisor at Merrill in Fort Lauderdale, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2012. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gavin Haines is a financial advisor with Raymond James & Associates based in Fort Lauderdale, FL. He holds a Series 66 designation and has recently entered the industry, having joined Raymond James in 2026. His prior work experience includes roles at Ameriprise and Anthem Strategists, as well as positions outside finance in the hospitality and education sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services supported by comprehensive research and multiple portfolio management styles.

Luciano Ghysels is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023, following prior roles at Morgan Stanley and Wells Fargo. Before entering financial services, he worked at Pizza Hut from 2015 to 2017. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pablo Crissien is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edelman Financial Engines, he worked at Empower Advisory Group and Empower Financial Services, Inc., among other roles in financial services and related fields. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach.

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 in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked with Merrill since 1986 and also with Bank of America, Na since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.