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.

Donna Mcmullen is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Merrill since 2010 and has been with Bank of America, N.A. since 2015. 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.

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 been with J.P. Morgan Securities LLC since 2016. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers a range of banking products including deposit and credit services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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.

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.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior roles include positions at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad array of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2018, and held prior roles with Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a range of in-house and third-party investment managers.

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.

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 financial advisor with Raymond James & Associates in Oakland Park, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James since 2015 and is also involved in managing a family business, Mira Fine Watches & Jewelry, LLC. Outside of his advisory role, Weissmark has extensive experience in owning and managing various residential and commercial real estate properties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, delivering tailored, primarily non-discretionary advice supported by in-house research and affiliated portfolio managers.

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.

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.

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.

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.