Alfred Soricelli Jr. is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a variety of third-party and firm-offered advisory solutions.

John Cantu is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 33 years of industry experience. His prior firms include Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Invest Financial Corporation. He also maintains a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

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 based in Port Saint Lucie, FL. He holds the CFP®, ChFC®, and Series 66 credentials and has 40 years of industry experience. His previous roles include long tenure at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services like financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He owns ATS Private Wealth, LLC, a financial practice based in Stuart, Florida. 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 specialized areas such as business-owner transition and special-needs planning.

Caroline Wall is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and UBS Financial Services. She is based in Stuart, Florida. Wells Fargo Advisors is a national securities firm serving 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 and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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, LLC, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at Bank of America 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, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs tailored investment strategies implemented through a combination of in-house and third-party managers, supported by an extensive capital markets platform.

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.

Jeffrey Jacobsen is a financial advisor with Raymond James Financial in Stuart, Florida, holding a Series 63 designation and having 44 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999 and is also involved with J2 Financial Services, where he serves as a registered agent. Additionally, he acts as an insurance agent specializing in non-variable term insurance, fixed annuities, and long-term care products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a range of advisory programs and institutional consulting services.

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.

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 in Stuart, Florida. He holds Series 65 and Series 63 credentials and has 35 years of industry experience. Lafferty has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving 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 and supports over 14,000 financial advisors, offering both 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 financial advisor at Edward Jones in Jensen Beach, FL, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Boost Mobile/Azzi Services from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.