Andrew Streeter is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, he maintains ownership interests in rental properties managed by professional firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Mace is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Cetera and its related entities since 2000. In addition to his advisory role, he owns and operates a tax and accounting practice, Daniel Mace, CPA, PA, and serves as a board member for Bridgewater Association Inc., a commercial building association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a national network of independent advisors and employs a multi-manager platform with diverse investment program options.

Matthew Dowdle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Colleen Higgins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Raymond James since 2019 and previously held roles at PNC Investments and PNC Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management approaches.

Michael Zickert is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including 13 years at PNC Investments before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party databases.

Kristen Divico is a financial advisor with Wells Fargo Clearing in Vero Beach, FL, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of her advisory role, she has involvement in property management as a part-owner and landlord of rental properties in Flagler Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Marc Tomberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Raymond James since 2003 and serves as president of Indian River Investment Center Inc., a support company he has been involved with since 2003. Based in Vero Beach, FL, Tomberg combines his long-term roles within Raymond James and his ownership position at Indian River Investment Center. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals, while also maintaining specialized services in municipal and public finance.

Armando Bermudez is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, HSBC Securities, and Wells Fargo. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset investment approach supported by centralized custody and operational infrastructure.

Anna Roberts is a Financial Consultant at Fidelity Investments, where she applies her expertise to help clients pursue their financial goals and work towards achieving financial well-being. She emphasizes the importance of customized financial plans and trusted partnerships to provide guidance and support. Her professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, she served as a Financial Advisor at Merrill Lynch from 2019 to 2023 and as a Senior Branch Manager at PNC Bank from 2016 to 2019. Outside of her professional work, Anna has interests in art, food, gardening, hiking, museums, and traveling.

Christopher Downey is a financial advisor with LPL Financial in Vero Beach, FL. He holds Series 63 and Series 66 licenses and has 44 years of industry experience, including 37 years with LPL Financial. He is also involved in a family partnership focused on saving for college education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by technology and a broad network of advisors.

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®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2025, following a 29-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an insurance agent affiliated with Stonebridge Advisors, Inc., offering various insurance products including disability insurance, annuities, and life insurance. OSAIC is a wealth management firm serving a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

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.

Maurice Levesque Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Outside of advisory work, he is involved with Implecon Financial Services, Inc., where he sells and services non-sponsored fixed insurance products under a Prudential contract. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, with a notable role in non-securities products and related services.

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.

Thomas Siplin is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member at the Greater Mount Pleasant Primitive Baptist Church in Fort Pierce, FL, where he assists with administrative duties. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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. Prior to joining J.P. Morgan Securities in 2018, Geiger worked at NBC Securities, Inc. from 2011 to 2018. Outside of advising, Geiger is involved with JoyDrop LLC since 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

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.