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 with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including four years at HSBC Bank USA, N.A. Prior to joining Osaic in 2020, he worked in various financial advisory roles. Outside of his advisory duties, he is involved in managing rental properties jointly owned with his spouse. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and corporations. The firm offers brokerage and investment advisory services through a large network of advisors, employing asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products.

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 with Merrill in Stuart, Florida, holding a Series 66 designation and five years of industry experience. She previously worked at Darden Restaurants for 12 years before joining Merrill and Bank of America in 2020. Outside of her advisory role, she is employed at Fruits and Roots Vegan Cafe, a sole proprietorship in the hospitality industry where she serves and bartends. Merrill, along 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 institutions.

Bruce Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including 13 years at Liberty Partners Financial Services before joining LPL Financial in 2023. In addition to advising, he provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party model portfolios and research.

Mark Schwab is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for seven years. Schwab is also the sole owner and president of Mark A. Schwab & Associates Inc., a pension consulting and administration firm he founded in 1990. 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 model portfolios and research from multiple sources.

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 42 years of industry experience, including over three decades with MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory role, Hopkins serves as an elected director for the Connecticut Master Gardener Association, providing guidance to the organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations across investment categories, with implementation handled through separate brokerage or insurance arrangements.

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.

Jeffrey Christopher is a financial advisor with Ameriprise in Stuart, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns a business called Cabin Four LLC, which is involved in real estate. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Dana Mainenti is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2026, Dana worked at Raymond James & Associates, Fidelity Lending, Guaranteed Rate, Geneva Financial, Gateway Mortgage Group, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary planning tools to model financial outcomes.

Michael Weissing is a Wealth Management Advisor with The Weissing Wealth Management Group at Merrill Lynch Wealth Management in Stuart, Florida. He provides financial guidance to affluent individuals and business owners, assisting clients with retirement planning, business transitions, and wealth transfer strategies. Michael and his team prioritize listening to clients’ goals and use their combined experience along with Merrill's resources to develop and implement customized wealth management strategies. Michael earned a Bachelor's degree in Finance from the University of Florida and began his career at Merrill Edge Self Directed before joining The Weissing Wealth Management Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His professional focus areas include education planning, family wealth management, retirement income, and portfolio management services. Outside of his professional work, Michael is actively involved in his community as a member of the Palm City Chamber of Commerce, Stuart/Martin County Chamber of Commerce, Stuart Rod and Reel Club, Toastmasters, and the Young Professionals of Martin County. He spends his leisure time engaging in adventure sports, boating, fishing, golfing, pickleball, soccer, and spending time with his family.

Amber Stephan is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for five years before joining RBC Capital Markets in 2021. Outside of her advisory role, she consults on non-toxic skincare and teaches vinyasa yoga classes once a week. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs tailored to individual risk profiles and employs a mix of in-house and third-party investment managers to implement portfolio strategies.

Patricia Rosendahl is a financial advisor with Edward Jones in Jensen Beach, FL, holding CFP® and ChFC® designations, with 37 years of industry experience. She has been with Edward Jones since 2008. Outside of finance, she works as a Creative Memories consultant, focusing on scrapbooking and related materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, with a large national network of advisors and offices.

Marianella Campagna is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Bank of America N.A./Merrill Lynch, JPMorgan Chase Bank, N.A., and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mark Swartz is a financial advisor with Equitable Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he is the founder, president, and CEO of Ascend Planning & Consulting LLC. 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 to tailor services based on client goals, risk tolerance, and time horizon.

Kent Hageman is a financial advisor with Morgan Stanley Wealth Management in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank beginning in 2015. Outside of his advisory work, Hageman serves as president of the Hageman Family Foundation and participates in fundraising activities with the Lorain Port Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.