Alejandro Vallejo is a financial advisor with Edward Jones in Port St Lucie, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Merrill Lynch and Wells Fargo in various roles between 2015 and 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

William Marco is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include extensive tenure at First Allied Advisory Services and First Allied Securities. Marco is active in several nonprofit organizations and community boards, including the US-Staten Island Veterans Inc. and local civic associations. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Robert Whitlach is a financial advisor with Thrivent Investment Management in Jensen Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of Helping People Succeed, a local charity focused on programs for children and adults, and chairs the Faithful Journey Travel Club, which educates members on responsible and enriching travel while supporting mission-related scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based planning on a range of topics without discretionary portfolio management or institutional advisory services.

Jeremy Perrin is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. Raymond James offers financial planning and investment consulting services through various programs, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Ronald Shultz Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of a commercial rental property business in Stuart, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Tuthill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations using proprietary research and planning tools.

Robert Sander is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 designation and is based in Stuart, Florida. Outside of his advisory role, he is the Chair of the Marina Committee for the Pipers Landing Yacht and Country Club homeowners association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Silvana Cuadrado is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 15 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of financial advising, she is a software developer and serves as president of Bible IQube, a visual Bible project. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Francis Mitchell is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Portfolios, Ameriprise Advisor Services, Inc., and Merrill. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by multiple program options and affiliated relationships.

Joseph Marton IV is a financial advisor with LPL Financial based in Stuart, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining LPL in 2025, he spent six years with Trinity Wealth Securities and Florida Financial Advisors. He also has experience outside the financial sector, including running Bradford Catered Events from 2016 to 2019. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Keith Newman is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Sarkin is a financial advisor with Ameriprise in Port St Lucie, FL, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Ameriprise in 2019. Outside of advising, he serves as a FINRA arbitrator and owns a business used for tax planning purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Velazquez III is a financial advisor with Mass Mutual Investors Services in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with MML Investors Services since 2020 and has been affiliated with MassMutual since 2018. Outside of his advisory role, he is the CEO and founder of DV3 Financial, a financial planning and wealth management firm, and a co-founder and event director of the Port St. Lucie Business Club, a local networking group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, with a range of specialty services including estate settlement and employer-sponsored planning programs.

Jeffrey Flit is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, Citigroup Global Markets, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Gaines is a financial advisor with OSAIC based in Port St Lucie, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Royal Alliance Associates, New York Community Bank, LPL Financial, Wells Fargo, Merrill, and Truist Investment Services. He serves as a trustee for a family trust and operates an investment advisory business under Freedom Financial Group, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various programs and third-party manager options.

Thomas Cassano is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

James Elam is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. In addition to his advisory work, Elam is president and director of a public accounting practice and serves as treasurer for a local church, as well as a board member of a private charitable foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and institutional consulting across a large advisor network.

Howard Rothstein is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios Financial Services, Inc. and SouthEast Investments, N.C., Inc. Outside of his advisory role, he works part-time for Uber Eats in food and package delivery. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, brokerage, and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

George Gallo is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His work history includes roles at GraniteArch Wealth Management and Wallace Auto Group. Outside of finance, he has been associated with the Augusta National Masters Tournament. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

Alexander Palas is a Series 66-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He previously worked at Cetera and has owned Bridge Financial, where he provides tax preparation and registered agent services. Palas is also involved in several business entities related to tax and corporate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and a broad array of investment strategies.