Timothy Worley is a Series 66-licensed advisor with Edward Jones in Stuart, FL, where he has worked since 2022. He has three years of industry experience and previously worked at Entrusted Contracting and Palm Beach Atlantic University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

James Gillis is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial and Seacoast Bank in 2025, he has held roles in education and watersports businesses. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives, offering financial planning, advisory programs, and retirement plan consulting.

John Williams Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2022. Prior to that, he spent thirteen years at Construction Journal. 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 and investment options, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Keith Gilmour is a financial advisor with Merrill in Palm City, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, JP Morgan, Fidelity, Wells Fargo, LPL Financial, and Seacoast Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Saelzer is a financial advisor with Raymond James & Associates, holding a Series 63 credential and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a successor trustee for a revocable living trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management approaches.

Marie Sieber is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 2004. In addition to her advisory role, she is involved in selling health insurance through NAS Financial Services in Morristown, New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Steven Landwersiek is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 66 registrations. He has 25 years of industry experience, including eight years at Ameriprise Financial Services prior to joining LPL Financial in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Alfred Soricelli Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including prior affiliation with AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and a variety of endorsed third-party managers.

John Cantu is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Grove Point Investments, Grove Point Advisors, H. Beck, and Invest Financial Corporation. In addition to his advisory role, he is involved in non-variable insurance activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL and third-party providers.

Joseph Serra is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he also serves as a trustee or co-trustee for a trust in Palm City, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kathleen Small is a CFP® with 21 years of experience in the financial services industry. She has held roles at Cetera since 2025 and previously worked at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. Kathryn also operated as a CPA from 2002 to 2018. Cetera Investment Advisers LLC is an SEC-registered adviser that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering multiple program structures and access to both affiliated and third-party managers.

Sherrie Estes is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to her current role, she was employed at Rexburg Housing and Brigham Young University Idaho. 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Donald Jacobs is a financial advisor with LPL Enterprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 39 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over 38 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Donna Childress is a financial advisor with RBC Capital Markets in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at Merrill for 12 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Andrew Strobel is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo's various affiliated firms since 2009. Outside of his role at Wells Fargo Advisors, Strobel owns and operates ATS Private Wealth, LLC, a private wealth management practice based in Stuart, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm integrates advisory services with various financial products and referral channels to serve clients meeting specific net-worth criteria.

Caroline Wall is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and risk tolerances. Wells Fargo Clearing’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Tuttle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a thoughtful approach to managing wealth by understanding each client's family, financial situation, and priorities to create customized and flexible wealth management strategies. Jeffrey provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. With over a decade of experience in the financial services industry, Jeffrey focuses on areas such as managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Personal Investment Advisor designation. Jeffrey emphasizes educating his clients about their financial choices and portfolios while collaborating with their legal and tax professionals to implement estate and tax planning services. Jeffrey obtained both his Bachelor's and Master's degrees from Florida Atlantic University, including a Master of Science degree in Forensic Accounting and a Bachelor of Business Administration. He resides in Saint Lucie West, Florida, with his wife and two daughters. His personal interests include adventure sports, biking, fishing, golfing, ice hockey, spending time with his family, surfing, traveling, and watching movies.

Nicole Molineux is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Jessica Deakins is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held her position at Morgan Stanley Smith Barney since 2010 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Drew Dinzik is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a blend of in-house and third-party managers, supported by notable capital markets and asset management capabilities.