Marcie Hibbs is a financial advisor with Edward Jones in Hollywood, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Hibbs is involved in several nonprofit and community organizations, including serving as president of the University of Miami Alumni Association Broward County Chapter and as a board member of Fairchild Palms Corp., which focuses on environmental conservation fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors.

David Leali is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co, where he has worked since 2016. His prior experience includes roles at United Capital Financial Advisors and Ameriprise. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

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.

Edna Cetina is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at UBS Financial Services in 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives capabilities.

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.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

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 since 2016, following 16 years at Citigroup Global Markets. Outside of his financial career, he works as a DJ in Wilton Manors, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and 13 years at Morgan Stanley & Co. Incorporated. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options.

Tatyana Roshko is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Wells Fargo Clearing. Outside of her advisory work, she owns a notary service, TR SIGNING SERVICES LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and analytical modeling tools.

Kevin Fazio is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2014. He is based in Fort Lauderdale, FL. Merrill, along 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.

Stephania Cavanzo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Natixis Advisors, LLC for one year and spent ten years in full-time education. Morgan Stanley Wealth Management serves both 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 financial planning approach involves structured discovery conversations and proprietary tools, utilizing market return estimates and simulations to model outcomes.

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 at Primerica Advisors with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010, and served with the Port Everglades Pilot Association for over three decades. In addition to his advisory role, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven strategies managed by third-party asset managers and supports account custody and trade execution through Pershing.

Robert Harmelin is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

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 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.