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.

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 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 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 advises individuals and families with complex financial lives, focusing on thoughtful planning and disciplined execution to help clients preserve and grow wealth across generations. Gwen brings a calm and deliberate approach to understanding clients' financial objectives alongside their values, responsibilities, and legacy considerations. With over 22 years in the financial services industry, including more than 20 years advising clients, Gwen began her career as a portfolio analyst before earning her CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. She also holds designations as a Certified Plan Fiduciary Advisor and Retirement Accredited Financial Advisor, and earned a Bachelor's degree from the University of Florida. Originally from Haiti, Gwen has lived in South Florida since 2002. She is fluent in English and French and maintains ties to her cultural community. Gwen participates in community organizations such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy.

Timothy Kane is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served clients for over 27 years. He is the senior partner in the Kane Fasanello Group, focusing on high-net-worth families and not-for-profit organizations. Timothy's work includes portfolio management, financial guidance, and wealth transfer strategies, often coordinating with clients' accounting and legal advisors to provide comprehensive solutions. His responsibilities also extend to overseeing money managers and developing customized investment strategies.\n\nBefore joining Merrill Lynch in 1995, Timothy practiced law at a major Buffalo law firm. He holds a Juris Doctorate from Saint Louis University School of Law and a Bachelor's Degree from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager at Merrill Lynch. Timothy is among a select group of financial advisors approved by Erie County Surrogate's Court to invest assets for guardianship accounts.\n\nTimothy has been recognized as a member of the 2024 Forbes "Best-in-State Wealth Management Teams". His community involvement includes serving or having served on boards of several organizations such as Canisius High School, Cornell University, D'Youville College, Irish Classical Theatre, and the Buffalo Club. His professional affiliations include membership in the Bar Association of Erie County and several country clubs.

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.

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.

Travis Rich is a financial advisor with OSAIC in Fort Lauderdale, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Valic Financial Advisors, Morgan Stanley, and Galaxy Sports Advisors/Lawlor Zigler LLC. Outside of advising, he is active in BNI Premier, a referral-based networking group where he provides weekly educational presentations and serves in an administrative role. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Elliot Weissmark is a financial advisor with Raymond James & Associates in Oakland Park, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James since 2015 and is also involved in managing a family business, Mira Fine Watches & Jewelry, LLC. Outside of his advisory role, Weissmark has extensive experience in owning and managing various residential and commercial real estate properties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, delivering tailored, primarily non-discretionary advice supported by in-house research and affiliated portfolio managers.

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.