Leigh Giunta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of finance, she co-owns a retail internet guitar sales business and manages several other ventures including a home and business design company, a concierge service, and a travel and tour company. She also serves as president of the River Oaks Homeowners Association in Palm City, FL. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

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 CFP® with 38 years of industry experience, currently advising clients at LPL Financial since 2018. He previously worked at Cetera Advisors Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Epstein is also involved with Clarity Wealth Management, LLC, an investment-related business linked to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management and incorporates model portfolios, research, and technology in its investment approach.

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 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.

Guia Brown Rossow is a financial advisor with Raymond James Financial Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James since 2004 and also owns and manages Worth Avenue Group of Palm Beach, an independent branch of Raymond James. Additionally, she owns G.P. Brown & Company, LLC, which provides support services related to her financial advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using tailored planning and analytical tools to address client 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.