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.

Eduardo Gimenez is a financial advisor with LPL Financial and holds the CFP® designation and Series 63 license. He has 31 years of industry experience, including roles at Global Retirement Partners, LLC since 2017 and LPL Financial since 2013. Gimenez provides investment advisory services through Global Retirement Partners, an independent investment advisor firm separate from LPL Financial. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

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.

Peter Corbin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2001. He focuses on working with a select number of affluent families and businesses, providing advice on retirement planning, estate planning, investment, and financing needs. He manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, aligning asset management and planning solutions with clients' defined goals. With over 30 years of experience, Peter has expertise in areas such as divorce transition planning, employee benefits, personal retirement planning, liquidity management, and portfolio management services. He earned a Bachelor's degree from Fordham University and a Master's degree from New York University. He holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is involved in community organizations such as the Seton Hall University Stillman School of Business Customer Experience Program Advisory Board, the Terry Waters Property Owners Association, and The Community Chest of Englewood, Englewood Cliffs and Tenafly. He resides in Englewood Cliffs, New Jersey with his wife and has two daughters. His personal interests include biking, boating, football, golfing, reading, spending time with his family, and watching movies.

Kristina Hartman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on developing personalized wealth management strategies tailored to clients’ individual goals and financial situations. Kristina leverages investment insights from Merrill and banking solutions from Bank of America to help clients pursue their long-term financial objectives. Kristina began her career as a financial advisor at Legg Mason in 1998 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2000. Her expertise includes wealth management planning, retirement strategies, education planning, philanthropic planning, socially responsible and ESG investing, tax minimization, portfolio management, and advising women on wealth. She holds the Series 7 and 66 FINRA registrations and also has the Personal Investment Advisor (PIA) designation. She obtained her bachelor's degree from the University of Maryland. Kristina is involved in her community through volunteer work with Anne Arundel County CASA, Inc. Outside of work, she enjoys boating, cooking, gardening, running, scuba diving, skiing, surfing, and spending time with her family.

David Clark is a financial advisor with Morgan Stanley in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Heather Bleier is a financial advisor with Thrivent Investment Management based in Jensen Beach, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining Thrivent, she worked at Globe Life Liberty National Division and has experience with Lutheran Church–Missouri Synod organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on topics including retirement, tax, estate, and business continuation, while keeping planning services separate from managed-account programs.

Joseph Lafferty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors for one year. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Pamela Dallas is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at City National Bank, Bank of America, Merrill, and RBC Capital Markets. Pamela serves on the Board of Directors for Younglife Martin County, a Christian organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and multiple advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

Cody Azzi is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, based in Jensen Beach, FL. He has eight years of industry experience, including nine years at Edward Jones since 2017 and prior experience with Boost Mobile/Azzi Services. Azzi holds a vice president role at Azzi Plus LLC. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Millie Duzanson-Baptiste is an Investment Management Consultant II currently working with Fidelity Investments since 2023. She has served in various financial advisory roles, including Vice President and Financial Solutions Advisor at Merrill Lynch - Bank of America from 2016 to 2023, and as a Team Financial Advisor there from 2014 to 2016. Prior to that, she worked in mortgage and home lending roles at Bank of America and Wells Fargo from 2006 to 2014. Throughout her career, Millie has focused on building customized financial plans tailored to the unique needs and priorities of her clients and their families. She emphasizes partnership and collaboration in investment decision-making to simplify clients' financial lives. Outside of her professional work, Millie has interests in comedy, cooking and baking, fitness, social events with friends, and music.

Verlin Heiman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Verlin’s client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. In addition to his role as a financial advisor, Verlin follows the Merrill tradition of community involvement, dedicating time to volunteer with local organizations. His personal interests encompass basketball, chess, cooking, dancing, football, golfing, hiking, music, traveling, and yoga. Verlin’s approach emphasizes working closely with clients one-on-one to develop financial strategies designed to pursue long-term objectives.

David Clapp is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Stuart, FL. He has worked within the Wells Fargo network since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Albert Lucci is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate financial planning with investment strategies and other institutional capabilities.