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.

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®-certified financial advisor with 38 years of industry experience. He is currently with Wells Fargo Advisors in Stuart, FL, having previously worked at Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Albert Lucci is a Series 63 credentialed financial advisor with 39 years of industry experience. He currently works at Morgan Stanley, having previously spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Stephen Mcgovern is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Bank of America, N.A., Merrill, and City National Bank. Mcgovern serves on the advisory board and as vice president of the Board of Directors for the Council On Aging of Martin County, a nonprofit organization providing services and programs for seniors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive capital-markets resources.

Reggy Baptiste is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 65 and Series 63 licenses and with 16 years of industry experience. He has worked at Primerica Financial Services since 2007 and has been with Primerica Advisors since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, relying primarily on model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

David Hanson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, PNC Wealth Management, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Walter Loin is a CFP®, ChFC®, and Series 63 credentialed advisor with Ameriprise, based in Port St Lucie, FL, and has 33 years of industry experience. He has worked at Ameriprise since 2002, including its predecessor entities. Outside of his primary role, he serves as an Accredited Financial Analyst (AFA) with sponsoring advisor William Munn, providing investment recommendations and leading Investment Committee meetings for the team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a managed product ecosystem.

Anthony Caputo is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Charles Schwab & Co Inc, Drive Shack, and TradePro Securities Inc. 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 under management and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Griffin Jr. is a CFP® with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at Dempsey Lord Smith, LLC, SmartLife Financial Group LLC, NewBridge Securities Corporation, VSR Financial Services, Inc., and Concourse Financial Group Securities, Inc. He is also an insurance agent involved in life insurance and fixed annuity sales. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Allison Lynne is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she held positions in retail and boutique sectors and is currently employed part-time as a bartender/server at Martin Downs Golf Club. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory services.

E. Holder is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1985, also working with Bank of America since 2009. 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional accounts.

Mark Rolnick is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of advising, he is involved in insurance sales through various fixed companies under the private client group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs, often leveraging third-party asset managers and emphasizing personalized client risk assessment and program matching.

Sean Gorman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Sean has over 15 years of experience in the financial industry. He specializes in creating financial strategies tailored to client goals such as retirement, children's education, health care, estate, and legacy planning. Additionally, he focuses on fixed income investing to help clients establish a reliable after-tax income stream. He earned a Bachelor's Degree from the University of Florida and a Master's Degree from Northwestern University. Sean is an active member of the Kellogg Alumni Association. He resides in Stuart, Florida with his wife, Julie, and their three children.

Sally Silk is a financial advisor at Morgan Stanley with 55 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Greg Thogersen is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, Florida, where he has worked since 2012. He has 22 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.