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.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 licenses and possessing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. for 23 years. Pisacane serves as a director for Pineapple Playhouse, a nonprofit community theater involved in play selection. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

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.

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.

Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife-related firms. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through various programs and employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Cortney Gates is a financial advisor at Edward Jones with four years of industry experience, including a decade at Merrill Lynch/Bank of America. She holds a Series 66 designation and is based in Stuart, FL. Outside of her advisory work, she owns and operates CorkNBoards LLC, a charcuterie catering service. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting. The firm operates under a fiduciary standard and manages over $1 trillion in assets with a nationwide network of advisors and branches.

Thomas Pollock Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at UBS Financial Services, Inc. and Alpha Beta Gamma Wealth Management. He is also involved with Brendon Pierson Inc., where he provides financial planning, tax planning, and investment guidance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment platforms, managing over $256 billion in assets through a network of more than 10,000 advisors.

John Tinsley is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 65 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a co-owner of an investment-related LLC based in Cambridge, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques to support its financial planning services.

Linda Montefusco is a financial advisor with Morgan Stanley Wealth Management in Stuart, FL, holding a Series 63 designation and 45 years of industry experience. She has worked at Morgan Stanley since 2016 and previously spent 16 years with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Jessica King is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Bridge Financial. Outside of her advisory work, she is involved in tax preparation and expense management through her own business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.