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.

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.

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.

Erik Melville is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Raymond James & Associates from 2007 to 2019. Melville serves on the boards of the Arnold Palmer Medical Center Foundation and the St. Lucie County Sheriff's Foundation, supporting healthcare and law enforcement initiatives in his community. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

Gerald Saelzer is a financial advisor with Raymond James & Associates in Stuart, Florida, holding a Series 63 designation and 33 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. He is also involved as a successor trustee for a revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consultative services with a non-discretionary investment approach supported by a range of portfolio management styles and affiliated research.

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.

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.