Nancy Schweers Stokes

Patrick Gallagher is a financial advisor with LPL Financial based in Marathon, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at several firms including Waddell & Reed Inc and various insurance-related and tax advisory businesses. He has also been involved in tax preparation and insurance agency activities through multiple business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and integrates technology tools for operational and research support.

Nicole Irwin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 11 years of industry experience. She has been with Raymond James since 2015 and previously worked at It Works Global. Outside of her advisory role, she serves as president of Nicole Irwin Inc., a business entity used for managing payroll and operational expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, while also supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Sarah Cizmas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2008, bringing 18 years of industry experience. She serves on the Florida Keys Firefighters Pension Board, overseeing the firefighters pension fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Steven Jackson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Melanie Ornelas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Selective Insurance Company of America and the Law Offices of Halford G. Schuhmacher. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm maintains affiliated capabilities including a trust company and proprietary mutual funds, and operates under a fiduciary standard for its advisory services.

Mark Whitney is a CFP® professional with 19 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2022, and previously worked at Bank of America, N.A. for 11 years. Outside of his advisory role, he holds ownership in 7 Mile Sunset, LLC, which manages a vacation home in Marathon, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.