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 at Primerica Advisors in Port Saint Lucie, FL, holding Series 65 and Series 63 licenses with 16 years of industry experience. He has worked with Primerica Financial Services since 2007 and Primerica Advisors since 2016. Outside of advising, he has been involved in sales of home security and automation products through related Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by third parties and operates a large network of financial advisors across numerous offices.

David Hanson is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 14 years of industry experience. He previously worked at UBS for 10 years and PNC Wealth Management for two years before joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Walter Loin is a CFP®, ChFC®, and Series 63 registered financial advisor with Ameriprise in Port Saint Lucie, FL. He has 33 years of industry experience, including 24 years with Ameriprise Financial Services and its successor firm. Outside of his primary role, he is involved as an AFA with William Munn, providing investment recommendations and running Investment Committee meetings for their team practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement income planning advice through a centralized team, focusing on dependable income sources and tax-aware withdrawal strategies.

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 experience in the financial industry, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Dempsey Lord Smith, LLC and NewBridge Securities Corporation. Additionally, he is involved in life insurance and fixed annuity sales as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options with both proprietary and third-party model strategies tailored to client objectives.

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.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2003. Outside of his advisory work, he serves as a director for Pineapple Playhouse, a nonprofit community theater in Fort Pierce, Florida. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Rolnick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance sales through various fixed companies under the DBA Private Client Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Joseph Bosco is a financial advisor with Morgan Stanley in Stuart, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of finance, he owns a watchmaking business in Palm City, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Jonathan Knaus is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 66 credentials and five years of industry experience. His work history includes roles at Knights of Columbus Insurance and Asset Advisors, as well as business consulting and coaching through Seagull Business Consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that use firm-approved tools to analyze client goals.

Alisa Jaffe is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with UBS since 2014. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Robert Correll Jr. is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved tools, serving clients directly and via employer-sponsored programs.

Kathryn Rock is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

James Montalto is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2005 and City National Bank since 2018. Outside of his advisory role, he serves as Commodore (President) of the Northport Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment resources.

Branden Minuth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2011. Branden focuses on developing personalized wealth management strategies for individuals, families, and businesses by understanding their short- and long-term financial goals. His approach emphasizes listening closely to clients' needs to create strategies that adapt to changing market conditions and support clients' unique objectives. Branden holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Bay City Western. Prior to his financial career, Branden served six years as a Navy SEAL. He currently serves on the board of Michigan's Military and Space Heroes Museum. Outside of work, Branden enjoys skydiving, fishing, skiing, and spending time with his wife and two sons in Midland, Michigan.