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 has over two decades of experience in the financial services industry, advising individuals and families with complex financial lives. Gwenaelle emphasizes thoughtful planning and disciplined execution to help clients preserve and grow wealth across generations. She holds a Bachelor's Degree from the University of Florida and maintains professional certifications 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). Gwenaelle is fluent in English and French. Gwenaelle is involved in community organizations such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy. She focuses on client areas including family wealth management, retirement planning, college education planning, and strategies for endowments and non-profits.

Gabriel Pamich is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, and is a co-founder of Xenia Platform Inc., a technology company. Outside of his advisory work, he is involved with Garden Warrior LLC, a recreation business, and Bridge Prosperity LLC, which provides consulting in sales and marketing. 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, supported by structured discovery processes and firm-approved tools.

Craig Bonney is a financial advisor with LPL Enterprise who holds the Series 63, Series 65, and Series 66 designations and has 36 years of industry experience. His career includes roles at Prudential Insurance Company of America, PRUCO Securities, LPL Financial, New York Community Bank, BB&T Investment Services, and Citigroup Global Markets. He is involved in a Prudential-sponsored non-variable insurance agency as part of his outside business activities. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

Agustina Gandulfo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and four years of industry experience. She has worked at UBS International since 2021 and previously spent eight years at Agropecuaria Aguas Grandes SA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, incorporating proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

Teresita Franco is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2010 and has worked with affiliated UBS entities since 2007. Franco is also a beneficiary and owner of Renaissance TF, LLC, a company involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

Monica Logrono is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 66 designations with 14 years of industry experience. She has worked at Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and corporate financial planning agreements.

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 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.

Claudia Landinez Guzman is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 10 years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved in a consulting business, Pentasynergies LLC, based in Aventura, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market simulations, while clients retain responsibility for plan implementation and updates.

Lisette Gongora is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 11 years of industry experience. She has worked at Morgan Stanley since 2017 and had a brief tenure at Wells Fargo Clearing in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes.

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.

Vivian Perez is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019, following five years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is an owner of a rental property in Miami, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

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.