Carlos Castaneda is a financial advisor with LPL Financial in Pembroke Pines, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Flagstar Bank, Raymond James & Associates, J.P. Morgan Securities, and JP Morgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies.

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 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.

Craig Bonney is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LPL Financial, and New York Community Bank. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a comprehensive platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

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.

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.

Christian Maldonado is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Joseph Stone Capital, the University of Scranton, and The Estée Lauder Companies. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ahmed Malik is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2012. He specializes in advising families and small businesses on money management strategies and navigating potential pitfalls. His expertise includes asset management, trust and wealth transfer strategies, risk management, college and education planning, retirement planning, tax minimization strategies, credit and liquidity management, philanthropic services, and providing access to family offices and banking through Bank of America. Ahmed holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. in conjunction with Georgetown University. He also earned a Bachelor of Science degree in Finance from George Mason University School of Business. His client focus areas include college education planning, executive and equity compensation services, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Beyond his professional work, Ahmed is interested in basketball, biking, boating, camping, reading, and scuba diving. His approach centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them.