Darsi Mccarthy is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Creative Planning since 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while integrating selective private market exposure and tax-loss harvesting.

Tiffany Lindo is a financial advisor at SPC with Series 63 and Series 65 credentials and two years of industry experience. She has worked at several firms including Money Concepts Capital Corp and Midflorida Credit Union. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs, maintaining key relationships with Fidelity and other third-party providers.

April Pearson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 10 years of industry experience. She has been with Janney since 2016, including time at both Janney Montgomery Scott and its LLC entity. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Susan Green is a financial advisor with Eagle Strategies (New York Life) based in Ft. Pierce, FL. She holds Series 63, 65, and 66 designations and has 40 years of industry experience. Susan has been with Eagle Strategies since 2018 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations to meet client objectives and plan sponsor requirements.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Moree is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, LPL Financial, and Mutual Service Corporation. Moree is also the owner of Moree Wealth Management & Investment Services, Inc., and serves as a partner at Cornerstone Private Advisors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

William Liebowitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing and implementing customized wealth management strategies to help clients preserve wealth and manage their finances in alignment with their future goals. His areas of expertise include liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income planning. Bill began his career in the financial industry in 1986, working with high net worth clients. He holds a Bachelor of Arts degree in Business Management from Manhattanville College in Purchase, New York. He holds the designation of Personal Investment Advisor (PIA). Originally from Stamford, Connecticut, Bill and his family relocated to Palm City, Florida in 2004. Outside of his professional work, Bill is involved in animal rescue and shelters. His personal interests include boating, golfing, practicing yoga, and spending time with his family.

Alan Rose is a financial advisor with Wells Fargo Clearing in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley in 2007. 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 combines research from internal and third-party sources to guide investment decisions.

Robert Bryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1973 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers services including financial planning, third-party asset manager access, and participation in wrap programs.

James Van Nice is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and develop plans to work towards their financial goals. James has professional experience as an Investment Solutions Representative III at Fidelity Investments from 2023 to 2025 and as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2023. Prior to that, he worked at Merrill Lynch as an Investment Solutions Representative I from 2021 to 2022 and as a Financial Advisor from 2018 to 2019. Outside of his professional work, James engages in fishing, fitness, golf, running, and volunteering.

Lori Wolfe Lazorik is a Series 66-licensed financial advisor with UBS Financial Services in Fort Pierce, Florida, where she has worked since 2004. She has 22 years of industry experience. Outside of her advisory role, she is involved with a Women’s Networking Group in Vero Beach. 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 provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Brendt Becker is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at J.P. Morgan Asset Management and Directed Services LLC. Outside of his advisory work, Becker serves as Vice President on the Board of Directors for Business Networking International in Royal Palm Beach, FL. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and ongoing annual updates.

Alexandra Morgan is a financial advisor at UBS Financial Services with 7 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of finance, she participates as a junior actor in improvisational theater performances. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning alongside principal trading and market-making activities.

Joseph Kennelly is a CFP®-certified financial advisor with Morgan Stanley, based in Stuart, FL, and has 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

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 with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. He worked previously at Key Investment Services LLC for 11 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with DCSN LLC, a non-investment related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and operational tools.

Shannon Murphy is a financial advisor with RBC Capital Markets in Stuart, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining RBC in 2023, Murphy spent 14 years at Merrill and 5 years at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and utilizing both in-house and third-party investment managers.

Todd Holden is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Morgan Stanley, PNC Wealth Management, and Natcity Investments. Holden has been with J.P. Morgan Securities since 2012 and currently operates out of Stuart, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.