Peter Anderson is a CFP®-credentialed financial advisor with Raymond James Financial in Vero Beach, FL, bringing 13 years of industry experience. His background includes roles at Woodforest National Bank and Transamerica Financial Advisors prior to his current position. He also established Anderson Wealth Management LLC, an entity created for banking purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique municipal advisory affiliations and specialized employer consulting programs.

Anne Vliegenthart is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kanner Group LLC and Nautilus Wealth Advisors. Outside of her financial advisory role, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and maintains an active legal practice drafting documents and interacting with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Sloper Jr. is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 29 years. He also operates as an insurance agent offering various products including disability insurance and life settlements. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional entities, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple discretionary and third-party management options.

Joseph Flotteron III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 following a 24-year career at UBS Financial Services (formerly PaineWebber) in Princeton, New Jersey. He holds the designation of Senior Portfolio Manager within Merrill’s Investment Advisory Program, enabling him to design and manage investment portfolios tailored to each client's financial goals and circumstances. Joseph's expertise includes building personalized investment strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party solutions. He leads the Flotteron Group's investment strategies, working closely with clients to develop portfolios reflecting their objectives, risk tolerance, time horizon, and cash flow needs. He collaborates with clients' legal and tax advisors to create integrated, long-term financial plans. He began his career as a Certified Public Accountant at Price Waterhouse in New York City, focusing on banking and brokerage audits and tax preparation for Fortune 500 executives. Joseph holds a Bachelor of Science degree in Accounting from Villanova University. Outside his professional role, he has served as a founding advisory board member of the Salvation Army of New Jersey and supports the Wounded Warrior Project. His personal interests include tennis, boating, water-skiing, and gardening.

Diann Sikora is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Merrill, together 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 plans, corporations, and charitable organizations.

Kerry Kimmel Geiger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including NBC Securities, Inc. and Colonial Asset Management Inc. In addition to her advisory role, she is involved with JoyDrop LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and leverages broader derivatives and commodities capabilities.

Melvin Ratcliff is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 37 years of industry experience. He has been involved with Raymond James Financial Services Advisors, Inc. since 2012. Ratcliff is also the president of Blue Chip Divas, a support company affiliated with his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports its clients through various advisory programs and institutional consulting services.

Jodee Lillie is a financial advisor at Edward Jones in Vero Beach, Florida, holding a Series 66 designation with one year of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Caroline Salvator is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jeffrey Petersen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional, providing a personalized Goals Based Wealth Management approach to a select group of clients, where he constructs, executes, and tracks tailored wealth management plans. Jeffrey holds a Bachelor of Engineering from Vanderbilt University, a Master of Business Administration from Northwestern University's Kellogg School of Management, and a Master of Engineering Management from Northwestern University's McCormick School of Engineering and Applied Sciences. He also holds professional designations as a Personal Investment Advisor and in Sports & Entertainment. He has served as Board Chair for the United Way of Indian River County from 2022 to 2024. Outside of his professional work, Jeffrey's personal interests include cooking, fishing, rock climbing, skiing, soccer, tennis, yoga, and spending time with his family.

William Christie is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 56 years of industry experience. He has been associated with William J. Christie Associates, Inc. since 1973 and W.J. Christie International Planning Corp since 1972, alongside prior roles at Ic Advisory Services Inc and The Investment Center Inc. Christie serves as a board member of a nonprofit condominium association and is involved with a family foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial products.

Taylor Quigley is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sebastian River Medical Center/Riverside Surgical & Weight Loss. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles.

Leonard Krenek is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and possessing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor its advice, and emphasizes the use of Ameriprise-managed accounts within its investment approach.

Judith Peace is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with various Wells Fargo entities since 2000, including Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools.

David Luethje is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He is the owner and CEO of Luethje Wealth Management LLC and also works as an associate for The Kanner Group LLC, both based in Vero Beach, FL. His prior experience includes roles at Florida Southern and the University of Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports municipal and public finance work through a unique municipal advisor affiliation.

Brandon Albertoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Prior to this, he held several leadership positions within Fidelity Investments, including Assistant Branch Leader, Team Leader in Investment Solutions, Client Relationship Manager, and Client Services. Brandon's extensive experience at Fidelity Investments spans from 2015 to the present, where he has progressively taken on roles with greater responsibility. His expertise includes investment solutions, client relationship management, and client services leadership. Outside of his professional responsibilities, Brandon enjoys family activities, fishing, golf, outdoor adventures, pets, and volunteering.

Joy Mead is a financial advisor with Mead Wealth Management LLC in Vero Beach, FL, holding a Series 63 designation and over 34 years of industry experience. She has worked at several firms including First Dominion Capital Corp and Raymond James Financial Services Advisors Inc. In addition to her advisory role, Mead is an independent insurance agent affiliated with Legends Financial Marketing Services and Southwest Annuities Marketing. Mead Wealth Management LLC is an independent firm serving individual clients by providing investment advice and portfolio oversight tailored to their financial goals.

Brian Duncanson is a financial advisor at Vero Strategic Yield, LLC in Vero Beach, FL, holding a Series 65 designation with three years of industry experience. He has also been involved with Spartan Race, Inc. since 2010. Outside of his advisory work, he is the CEO of Genesis Adventures, Inc., a business he founded in 2001 that is no longer active. Vero Strategic Yield, LLC is an independent firm operating as a sole advisor practice.