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.

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. 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.

Caroline Salvator is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes prior roles at Bank of America, Merrill Lynch, Fidelity Investments, and other financial institutions. Outside of finance, she has experience working in the hospitality sector at Bistro 9 Restaurant and Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 separate managed accounts and offers a comprehensive investment platform supported by centralized custody and operational infrastructure.

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 in Vero Beach, FL, holding the ChFC® designation and Series 63 license. He has 56 years of industry experience, including extensive tenure at William J. Christie Associates, Inc. and W.J. Christie International Planning Corp. Christie serves as a board member of the Cove at East Bay Condo Association and is involved with the William J. and Maryann M. Christie Family Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and a range of investment strategies.

Taylor Quigley is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in finance, he was employed in medical and insurance agencies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Garrett Kent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Edward Jones. Before entering the financial sector, he held various roles including six years at St Lucie Public Schools. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2014, including Wells Fargo Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options for clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

David Luethje is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He is the owner and CEO of Luethje Wealth Management LLC and is also associated with The Kanner Group LLC in a financial advisory capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, 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.

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.