Donna Miller is a CFP® with 46 years of experience in the financial services industry, all of which have been with UBS Financial Services. She holds Series 63 and Series 65 licenses and is based in Indian River Shores, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Kiernan is a CFP® with 22 years of industry experience. He has worked at Edward Jones since 2011. 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. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Alexander Batt is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior work includes roles at Bank of America and Merrill. He has ownership interests in two investment-related businesses based in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm develops tailored recommendations using proprietary research and planning tools, offering optional implementation through brokerage or advisory programs.

Ryan Mcdonough is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Charles Dennis is a financial advisor with Wells Fargo Advisors in Hanover, NH, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Dennis is a fiction author and collects royalty payments from his work under the titles Tanzi’s Heat and Tanzi’s Ice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad planning menu and integrated product offerings.

Christopher Porter is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Vero Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes incorporating firm-approved tools and market simulations.

Geoffrey Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 60 years of industry experience. He has previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside both brokerage and advisory solutions.

Robert Ottesen is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. Outside of his advisory work, Ottesen is a self-employed artist and author, creating and selling paintings as well as writing several fiction stories. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Ryan Jellum is a Financial Consultant at Fidelity Investments since 2024. He has held various roles within Fidelity Investments, including Financial Consultant from 2020 to 2021, Investment Consultant from 2019 to 2020, Central Relationship Manager in 2019, Workplace Planning Associate from 2018 to 2019, and Customer Relationship Advocate in 2018. Prior to his current position, he served as VP Financial Consultant at Charles Schwab from 2021 to 2024. Ryan focuses on building ongoing relationships with his clients based on trust and their evolving priorities. He advocates for clients' unique financial goals by utilizing Fidelity's resources to co-create plans that provide confidence and comfort throughout their financial journey. Outside of his professional work, Ryan enjoys outdoor adventures, spending time with pets, and playing softball.

Rachael Bean is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She worked at State Farm Insurance Company for ten years prior to joining Wells Fargo in 2019. 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 provides both brokerage and advisory solutions.

Stephanie Springer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2013. Prior to joining the financial services industry, she worked as a TV news anchor and reporter. Stephanie specializes in assisting clients experiencing the financial challenges associated with divorce or the loss of a spouse. She also focuses on educating younger investors who are beginning their financial journeys. She holds the Series 7 and Series 66 registrations from FINRA, as well as the Florida Life, Health & Variable Annuity license. Stephanie earned a Bachelor of Arts degree from Florida State University in 2007. She is a Personal Investment Advisor (PIA) and is based in Vero Beach, Florida. Stephanie's approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. She enjoys spending time with her daughter, Lily.

Mikael Montalvo Ruiz is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop strategies tailored to their unique financial goals, utilizing Merrill's global investing resources alongside the credit, lending, and banking services of Bank of America. Montalvo Ruiz holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Indian River State College. He is fluent in English, Spanish, and Portuguese. His professional approach emphasizes listening carefully to clients to understand their values and priorities, helping to simplify the complexities of wealth planning. He is involved with Bank of America in a community capacity, integrating his expertise within the broader resources of the institution to support clients in achieving their long-term financial objectives.

Peter Ford is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services to support client goals.

Donson Morain Jr. is a Series 66-licensed financial advisor at Fidelity with less than one year of industry experience. Prior to joining Fidelity, he has held various roles including independent contractor at Upper Deck Sports Facility, where he coordinated team practices and tournament schedules. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Steven Offill is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with LPL Financial since 2024 and previously led Offill Financial Group for 36 years. He is also involved in tax preparation and accounting services in Sebastian, Florida. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various advisory platforms.

Nita Grisham is a CFP® and holds a Series 66 license with 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2003 to 2008 and Equitable Advisors in 2002. 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 uses research and analytics to guide portfolio construction and offers a broad range of brokerage and advisory solutions.

Edward Bamberg is a financial advisor with LPL Financial in Vero Beach, FL, holding CFP® and ChFC® designations and possessing 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Bank of America, Merrill, Morgan Stanley, Woodbury Financial Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing strategies that can include model portfolios, third-party subadvisors, and customized approaches.

Michael Kanner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Raymond James in 2019, he spent ten years at Morgan Stanley Smith Barney. He serves on the board of a nonprofit organization and is involved with several other charitable foundations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Hamilton is a CFP® professional with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after eight years at Commonwealth Financial Network. Outside of his advisory role, he serves as a board member for Kiwanis of Vero-Treasure Coast. 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, and institutions. The firm emphasizes tailored, non-discretionary planning that uses risk profiling and modeling tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Michael Sullivan is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as president of both the Metropolitan Golf Association and the Long Island Caddy Scholarship, and he advises Dryvebox Inc., a golf simulator technology company. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.