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.

Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Pogofsky is also employed by JPMorgan Bank, where he can offer banking products and services. 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 searches, and customized performance reporting within a non-discretionary advisory program.

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.

Mitchell Schoenbaum is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

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.

Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Weissman is a financial advisor with RBC Capital Markets based in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

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.

Veronica Cyrus is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, MML Investors Services, Neiman Marcus Last Call, and Mass Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Elliot Weissmark is a CFP® professional with 28 years of experience in financial advising. He is currently with Ameriprise Financial Services, LLC and previously worked at Raymond James & Associates for 11 years. Outside of his advisory work, he manages a family business, Mira Fine Watches & Jewelry, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

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.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.