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.

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.