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.

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.

Timothy Kane is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. As the senior partner in the Kane Fasanello Group, he focuses on providing portfolio management, financial advice, and sophisticated wealth transfer recommendations primarily to high-net-worth families and not-for-profit organizations. Through his role, Tim often coordinates clients’ estate and investment planning needs in collaboration with their attorneys and accountants, and manages investment strategies tailored to clients' goals. He is also among a select group of financial advisors in Western New York approved by Erie County Surrogate's Court to invest assets for guardianship accounts. Tim works closely with not-for-profit clients and their boards to implement investment strategies that comply with the regulatory environment. Prior to joining Merrill Lynch Wealth Management, Tim practiced law at one of Buffalo's largest law firms. He holds a Juris Doctorate from Saint Louis University School of Law, graduating cum laude, and a Bachelor's Degree from Cornell University. Tim is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. He is a member of the Bar Association of Erie County and several professional clubs, including the Coral Ridge Country Club, Country Club of Buffalo, and The Buffalo Club. Tim is involved in various community organizations, having served on boards including Canisius High School, Cornell University, D'Youville College, Irish Classical Theatre, and The Buffalo Club. His personal interests include boating, fishing, football, golfing, hiking, ice hockey, reading, running marathons, soccer, and traveling. He was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Kane Fasanello Group.

Robert Parent is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, with one year of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work in real estate and corporate settings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

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 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.

Christian Lacroix is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and PNC Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to assist clients in their planning process.

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.

Travis Rich is a financial advisor at Osaic Wealth with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Valic Financial Advisors, Morgan Stanley, and Galaxy Sports Advisors. Outside of his advisory work, Rich is active in the BNI Premier referral network, where he participates in educational sessions and serves as secretary treasurer. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and third-party manager programs, supported by a complex affiliate network and private-equity ownership.

Maxwell Demeritte Jr. is a financial advisor with LPL Financial in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Equitable Advisors. He is also co-owner of a real estate rental business in Coral Springs. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

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.

Joseph Icon is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee and executor for multiple trusts and friends’ estates. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics that emphasize diversification and modern portfolio theory.

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.

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.

David Tescher is a financial advisor with LPL Financial in Hollywood, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Syracuse University, Related Group, EventBank, and Kaufman Organization. Outside of his advisory work, he is involved with New Era Coconuts, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools for operational and research support.

Katie Summe is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has held various roles within Fidelity since 2021, including Financial Representative and Relationship Manager, demonstrating her progression within the company. Her expertise centers on educating executives about utilizing Fidelity's tools and resources to optimize their financial relationships. She focuses on helping clients build financial frameworks aimed at achieving their personal and family goals. Outside of her professional role, Katie enjoys family activities and engaging in fitness pursuits such as Pilates, running, and swimming. She is also interested in exploring culinary experiences.