Jacob Dean is a financial advisor with LPL Financial in Stuart, Florida, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Dean is involved with Initiative Wealth Planners, a related business offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and various strategic approaches to asset management.

Leigh Giunta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and Merrill prior to joining Wells Fargo in 2016. Outside of his advisory work, he is involved in several business ventures, including co-owning an online guitar retail company and operating service and design businesses. Giunta also serves as president of a local homeowners association in Palm City, Florida. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Gordon Nearing is a financial advisor with RBC Capital Markets in Stuart, Florida, holding the CFP® designation and Series 63 and 65 licenses. He has 46 years of industry experience, having previously worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he serves as a fiduciary board member for the nonprofit organization Eckankar and acts as power of attorney overseeing his mother’s financial affairs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Laurence Epstein is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Cetera Advisors Networks LLC, United Capital Financial Advisers, Girard Securities, and Osaic FA, Inc. Epstein is also involved with Clarity Wealth Management, LLC, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors and managing over $819 billion in discretionary assets.

Timothy Mc Manus is a financial advisor with Edward Jones in Port St Lucie, FL. He holds the Series 63 and Series 66 designations and has 22 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Peter Panchura is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, considering the dynamic nature of today's market conditions. He provides clients with access to investment insights from Merrill and banking and lending solutions from Bank of America. Peter holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Washington & Jefferson College. He values community involvement and dedicates time to volunteering with local organizations, reflecting Merrill's tradition of engagement in the communities it serves.

Raymond Klahne is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Melanie Rivera is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 credential and 20 years of industry experience. Her prior roles include positions at Merrill, Stifel, and Barclays Capital Inc. since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides customizable portfolio options including tax management and responsible investing screens.

Paula Mierzejewski is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and previously spent seven years with Bank of America Merchant Services, LLC. Paula serves as a board member of the Martin County Police Athletic League. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Castor is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a travel agent with Oasis Travel Network. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment options to meet client goals and risk tolerances.

Peter Hatzakos is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. He is also involved in a sole proprietorship financial advisory practice that includes discussions of insurance from a planning standpoint. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to multiple asset management strategies and third-party platforms.

Jason Dunn is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Dunn serves on the Board of Directors for the Ballantrae Yacht Club in Port St. Lucie, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Charles Iosco is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, he worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Plummer is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles.

Angela Kothe is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2020. Prior to her financial career, she spent 12 years with Darden Restaurants. Outside of advising, she is involved in the hospitality industry as an employee at Fruits and Roots Vegan Cafe in Stuart, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tactical asset allocation and tax-aware strategies.

Bruce Cohen is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he spent 13 years at Liberty Partners Financial Services. Outside of his advisory work, Cohen is involved in tax preparation and accounting as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Mark Schwab is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 36 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2011 to 2018. Schwab is the sole owner and president of Mark A. Schwab & Associates Inc., a firm specializing in pension consulting and administration. 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 other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Brian Chrisman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in holistic wealth management planning. Since 2012, he has developed his practice focused on client-specific needs and goals, delivering services such as family wealth management strategies, legacy planning, retirement income planning, and portfolio management. Brian's expertise includes managing custom investment strategies and offering a client-first service model aimed at independent business owners, professionals, and high net worth families. He holds a Bachelor's Degree from Marshall University, where he also served as a baseball team captain, and a Master's Degree from The University of Pittsburgh. Brian is a Personal Investment Advisor (PIA) and an active member of the University of Pittsburgh Varsity Letter Club. He is involved in community activities, including volunteering with Jensen Beach High School Athletics Baseball. Brian and his family reside in Palm City, Florida, and are involved in local youth sports such as Little League Baseball and Softball. His approach to financial advising centers on collaboration and trust, working one-on-one with clients to develop personalized financial strategies to pursue their long-term goals.

Edward Hopkins is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including over three decades with MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he serves as an elected director for the Connecticut Master Gardener Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, annual planning engagements using firm-approved analytical tools and delivers recommendations based on client goals.

Laura Schneider is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but requires clients to implement and maintain their plans.