Mark Schwab is a financial advisor with LPL Financial in Palm City, FL, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at INVEST Financial Corporation. Schwab is also the sole owner and president of Mark A. Schwab & Associates Inc., providing pension consulting and administration since 1990. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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.

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 management, wealth transfer, and more. Michael and his team prioritize listening to clients' needs and goals to develop and implement customized strategies utilizing Merrill's extensive resources. Michael began his career at Merrill Edge Self Directed before joining The Weissing Wealth Management Group. He holds a Bachelor's degree in Finance from the University of Florida and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His professional designations and experience contribute to his expertise in education planning, family wealth management, retirement planning, portfolio management services, and retirement income. He is an active member of his community, participating in organizations including the Stuart/Martin County Chamber of Commerce, Palm City Chamber of Commerce, Stuart Rod and Reel Club, Toastmasters, and Young Professionals of Martin County. Outside of work, Michael enjoys adventure and water sports, boating, fishing, golfing, football, soccer, pickleball, 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 with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America N.A./Merrill Lynch, Wells Fargo, and JPMorgan Chase Bank, N.A. Outside of her advisory work, she is involved with Marant Logistics LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Swartz is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors. Swartz is the founder, president, and CEO of Ascend Planning & Consulting LLC and participates as a referring associate in life settlements transactions. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm employs a range of advisory models and offers ERISA fiduciary services while relying on third-party program sponsors and endorsed platforms for many investment solutions.

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 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.

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 at LPL Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at Linsco/Private Ledger Corp. since 2004, following a year at Access Wealth. Additionally, she has been involved in selling health insurance through a non-variable insurance business in Morristown, New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party models, supported by advanced research and operational tools.

Steven Landwersiek is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He worked previously at Ameriprise Financial Services and UBS Financial Services before joining LPL Financial in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.