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.

James Manos is a financial advisor with Stifel in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

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.

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 with retirement planning, business transitions, and wealth transfer. The Weissing Wealth Management Group emphasizes listening to clients' needs and goals to develop customized strategies supported by the team's extensive experience and Merrill's resources. Michael holds a Bachelor's degree in Finance from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Before joining The Weissing Wealth Management Group, he worked at Merrill Edge Self Directed. His expertise includes education planning, family wealth management, personal retirement planning, portfolio management, and retirement income. He remains engaged in his local community as a member of the Stuart/Martin County Chamber of Commerce, the Palm City Chamber of Commerce, the Stuart Rod and Reel Club, Toastmasters, and the Young Professionals of Martin County. Outside of work, Michael enjoys water sports, golfing, fishing, 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 four years of industry experience. She holds a Series 66 designation and has worked at Bank of America Merrill Lynch and Wells Fargo. She is also involved with Marant Logistics LLC, an outside business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Mark Swartz is a financial advisor with Equitable Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Swartz is the founder, president, and CEO of Ascend Planning & Consulting LLC, where he manages administrative and operational responsibilities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party models and discretionary managers to implement portfolios.

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.

James Gillis is a financial advisor with LPL Financial based in Port St. Lucie, FL. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Seacoast Bank and has experience in watersports-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad network of investment adviser representatives.

Edvadio Major is a financial advisor at Edward Jones in Fort Pierce, Florida, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Major Business Solutions Inc, Hirsch & Co CPAs, and National Holdings Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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.