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 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.

Gwenaelle Romain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising clients for over two decades. She works with individuals and families facing complex financial situations, focusing on clarity, discretion, and long-term strategic planning. Gwen's approach emphasizes thoughtful planning and disciplined execution to help clients preserve and grow their wealth across generations. With more than 22 years of experience in the financial services industry, Gwen offers expertise in areas including family wealth management, retirement income, education planning, and portfolio management. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). She began her career as a portfolio analyst before earning these credentials and has been refining a planning-driven advisory practice since joining Merrill in 2016. Gwen holds a Bachelor's Degree from the University of Florida and is fluent in English and French. She is active in community organizations such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy. Residing in North Miami Beach, she balances her professional role with personal interests including boating, cooking, dancing, horseback riding, tennis, traveling, volleyball, yoga, and spending time with her family.

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.

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.

Ryan Cameron is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at StoneX Group Inc., Avis Budget Group, and several positions in education and retail. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Camille Coke is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where she has worked since 2016, combining for 10 years of industry experience. In addition to her financial advisory role, she owns a law firm and serves as Treasurer on the Board of Directors for the Pink Pearls of Miramar Foundation, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at UBS, Wells Fargo, Merrill, and Bank of America. She is based in Miami, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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 in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Ameriprise and Anthem Strategists, as well as experience outside the financial industry. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

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 with Edelman Financial Engines in Miami Gardens, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Empower Advisory Group, Empower Financial Services, and Professor Whytes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Logan Mondshein is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Associated Financial Consultants, where he also works as a benefits consultant providing group health insurance and employee benefits services to small and medium-sized businesses. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager selection.

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.