Brendt Becker is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliates since 2011. Becker serves as Vice President on the Board of Directors for BNI - Business Networking International. Ameriprise offers retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its advisory approach.

Alexandra Morgan is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. Outside of her advisory work, she participates in acting and improvisational theater performances as a junior actor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Robert Testwuide is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Testwuide Team, providing financial strategy and investment portfolio guidance for high-net-worth families, small businesses, and select public policy organizations. With over 30 years of experience in the financial industry, he focuses on delivering customized qualitative and quantitative financial analyses tailored to clients’ specific goals. Robert collaborates with clients in areas including financial risk management, income management, asset allocation, and tax minimization strategies. Since joining Merrill Lynch Wealth Management in 1994, Robert has cultivated extensive expertise in financial planning and portfolio management. He holds a bachelor's degree in finance from James Madison University, earned in 1988, and is a CERTIFIED FINANCIAL PLANNER® certificant recognized by the Certified Financial Planner Board of Standards, Inc. His active participation in professional associations supports the team’s efforts to stay current with evolving financial issues. Outside of his work, Robert enjoys boating, football, golfing, pickleball, skiing, and traveling. He resides in Arlington, Virginia.

C T Weissing is a financial advisor with Merrill in Stuart, FL, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Merrill since 1980 and Bank of America since 2009. 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.

Joshua Burns is a financial advisor at Edward Jones in Stuart, Florida, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with Vurn Media LLC, a media company, where he serves as a part owner without daily responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory services supported by a large network of advisors and branch offices.

David Harris is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Key Investment Services LLC for 11 years before joining LPL Financial in 2022. Outside of advisory work, he is involved with DCSN LLC, a non-investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large national network. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Shannon Murphy is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Todd Holden is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with additional roles at JPMorgan Chase Bank dating back to 2010. He also founded Holden & Associates LLC in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Michael Caracciolo is a financial advisor with Equitable Advisors in Port St. Lucie, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors and Quintiles. Outside of his advisory work, he serves as a head coach for a competitive youth soccer club. 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Karen Saunders is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2007, with a two-year tenure at Morgan Stanley in between. She is based in Stuart, Florida. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Eileen Blackburn is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. 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 financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Vincent Grucza is a CFP® with 11 years of experience currently advising at Raymond James & Associates. He has worked with Raymond James since 2014 and has a background that includes nearly a decade with the West Coast Officials Association. 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 diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tony Vanhille is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as trustee for his parents' trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Seth Sonnier is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Florida Financial Advisors and Trinity Wealth Securities, as well as earlier experience outside the financial sector. Outside of advisory work, he is involved with Sonnier Brothers LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Portia Clark is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the Financial Secretary for Immanuel Full Gospel Baptist Church, where she prepares church financial reports. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based 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 client plans.

Thomas Goodwin is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. and has been associated with Summit Financial Resources, Inc. and Summit Equities, Inc. since 2010. Outside of his advisory work, he owns and operates a life and health insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment platforms and third-party managers, employing tools such as asset-allocation models, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

James Kostival is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including positions at Bank of America, Merrill, and JP Morgan Securities. Based in Jensen Beach, FL, Kostival is also involved in non-variable insurance activities through a related agency. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs, combining adviser programs with brokerage and insurance product sales through an integrated platform.

Stacy Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2008, she has worked with clients to help manage risk and generate income through personalized wealth management strategies. Stacy focuses on areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. She holds a Bachelor of Science degree in Business Administration with a concentration in Marketing from the University of North Florida. Stacy has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Spanish. Stacy values transparency and personalization in her client relationships, aiming to develop financial strategies tailored to individual goals. She participates in community volunteering and enjoys personal interests such as baseball, dancing, soccer, softball, and spending time with her family in Jupiter, Florida.

Scott Ayres is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a partner in Rivertime LLC, related to the purchase of a primary residence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Adam Palas is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cetera Financial Specialists LLC for 18 years and is a CPA engaged in tax and accounting services through Bridge Financial. Outside of his advisory role, Palas is involved in community activities such as serving as treasurer for the Felix A Williams Elementary PTA and is the owner and developer of a social media application, Daligi.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.