Cody Azzi is a financial advisor at Edward Jones in Jensen Beach, FL, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Boost Mobile/Azzi Services from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Millie Duzanson-Baptiste is an Investment Management Consultant II currently working with Fidelity Investments since 2023. She has served in various financial advisory roles, including Vice President and Financial Solutions Advisor at Merrill Lynch - Bank of America from 2016 to 2023, and as a Team Financial Advisor there from 2014 to 2016. Prior to that, she worked in mortgage and home lending roles at Bank of America and Wells Fargo from 2006 to 2014. Throughout her career, Millie has focused on building customized financial plans tailored to the unique needs and priorities of her clients and their families. She emphasizes partnership and collaboration in investment decision-making to simplify clients' financial lives. Outside of her professional work, Millie has interests in comedy, cooking and baking, fitness, social events with friends, and music.

David Clapp is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Wells Fargo Advisors in Stuart, FL, having previously worked at Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Reggy Baptiste is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 65 and Series 63 licenses and with 16 years of industry experience. He has worked at Primerica Financial Services since 2007 and has been with Primerica Advisors since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, relying primarily on model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

David Hanson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, PNC Wealth Management, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Walter Loin is a CFP®, ChFC®, and Series 63 credentialed advisor with Ameriprise, based in Port St Lucie, FL, and has 33 years of industry experience. He has worked at Ameriprise since 2002, including its predecessor entities. Outside of his primary role, he serves as an Accredited Financial Analyst (AFA) with sponsoring advisor William Munn, providing investment recommendations and leading Investment Committee meetings for the team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a managed product ecosystem.

Anthony Caputo is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Charles Schwab & Co Inc, Drive Shack, and TradePro Securities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Allison Lynne is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she held positions in retail and boutique sectors and is currently employed part-time as a bartender/server at Martin Downs Golf Club. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory services.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 licenses and possessing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. for 23 years. Pisacane serves as a director for Pineapple Playhouse, a nonprofit community theater involved in play selection. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Mark Rolnick is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of advising, he is involved in insurance sales through various fixed companies under the private client group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs, often leveraging third-party asset managers and emphasizing personalized client risk assessment and program matching.

Alisa Jaffe is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Branden Minuth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2011. Branden focuses on developing personalized wealth management strategies for individuals, families, and businesses by understanding their short- and long-term financial goals. His approach emphasizes listening closely to clients' needs to create strategies that adapt to changing market conditions and support clients' unique objectives. Branden holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Bay City Western. Prior to his financial career, Branden served six years as a Navy SEAL. He currently serves on the board of Michigan's Military and Space Heroes Museum. Outside of work, Branden enjoys skydiving, fishing, skiing, and spending time with his wife and two sons in Midland, Michigan.

Thomas Pollock Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at UBS Financial Services, Inc. and Alpha Beta Gamma Wealth Management. He is also involved with Brendon Pierson Inc., where he provides financial planning, tax planning, and investment guidance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment platforms, managing over $256 billion in assets through a network of more than 10,000 advisors.

John Tinsley is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 65 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a co-owner of an investment-related LLC based in Cambridge, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques to support its financial planning services.

Erica Gambardella is a Wealth Management Advisor at Schwartz, Gambardella & Associates, operating within Merrill Lynch Wealth Management. In her role, she focuses on in-depth planning strategies and employs a goals-based wealth management process. Erica evaluates each client's unique goals and needs, integrating their family values and life priorities to develop customized wealth management plans and appropriate investment strategies. She utilizes Merrill's advanced platforms and technology to consistently review portfolio progress, supporting clients in prioritizing and pursuing their most important financial goals. Erica's areas of expertise include family wealth management strategies, endowments, foundations and non-profits, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others, and graduated from Villanova University with a Bachelor of Business Administration in Marketing and Real Estate. Outside of her professional pursuits, Erica enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family.

James Gibney is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 66 registrations and having seven years of industry experience. His prior experience includes roles at Fidelity and New York Life, among others. Outside of his advisory work, he provides sales and leadership coaching through James Gibney Coaching, Inc. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Maria Orozco is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates both quantitative and qualitative research and uses a forward-looking approach to capital market assumptions.

Howard Iberger is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Matthew Billitti is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Edward Jones and Rehmann Financial Network. He is active in his community, holding board positions with Big Brothers Big Sisters of Palm Beach and Martin Counties and the Port St. Lucie Historical Society, and serves as president of the Port St. Lucie Sunset Rotary Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related services, combining non-discretionary advisory relationships with access to affiliated discretionary managed accounts and alternative investment offerings.

David Rosendahl is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones and its predecessor entity since 1998. Outside of his financial advisory role, he serves as chief of deliberate plans for the U.S. Army Element Special Operations Command South Reserve Duty and holds a leadership position as president and majority shareholder of Sylvan Shores Harbor, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.