Laurie Madenfort is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and possessing 36 years of industry experience. She has worked at MassMutual and its affiliated firms since 2016. In addition to her advisory role, she operates an outside insurance business focusing on disability, life, Medicare-supplemental, health, and long-term care insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Stephanie Haderspock is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Intercam Advisors, Inc., Intercam Securities, Wells Fargo, Mediolanum, and IQS. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a diverse range of investment managers and model providers.

Eileen Cioe is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding CFP®, Series 63, and Series 65 designations. She has 39 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she is an insurance agent for disability, fixed annuities, life, accident, health, LTC, Medicare-related, and group insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning using firm-approved analytical tools.

Robert Sanders III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory work, he is active as a DJ in Wilton Manors, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Tatyana Roshko is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advising, she is the owner of a notary service, TR SIGNING SERVICES LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

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.

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 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.

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 at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, Weissmark is involved in managing a family-owned fine watches and jewelry business. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through a non-discretionary advisory model and also delivers institutional consulting and public finance services.