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.

Thomas Holder is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2013. He is a qualified Portfolio Manager who provides traditional financial advice and guidance, as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. In his role, he may manage client strategies on a discretionary basis through the firm's Investment Advisory Program. Thomas holds the Accredited Asset Management Specialist (AAMS) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from the University of Miami, concentrating in management, finance, and business law, followed by an MBA from Florida Atlantic University with a focus on finance and management. His financial planning approach emphasizes understanding each client's current situation and goals to develop tailored wealth management strategies. A native of Stuart, Florida, Thomas enjoys boating and fishing and spends time on the water with his wife Lauren, daughter Kennedy, and their Labrador, Honey. He is involved in community activities such as the ASC Youth Hunter Safety & Training Program of Florida and is a member of professional organizations including The Stuart Sailfish Club, The Billfish Foundation, and the Safari Club of South Florida Youth Hunter Safety & Training Program.

Erica Gambardella is a Wealth Management Advisor at Schwartz, Gambardella & Associates, operating within Merrill Lynch Wealth Management. In her role, she focuses on in-depth planning strategies and employs a goals-based wealth management process. Erica evaluates each client's unique goals and needs, integrating their family values and life priorities to develop customized wealth management plans and appropriate investment strategies. She utilizes Merrill's advanced platforms and technology to consistently review portfolio progress, supporting clients in prioritizing and pursuing their most important financial goals. Erica's areas of expertise include family wealth management strategies, endowments, foundations and non-profits, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others, and graduated from Villanova University with a Bachelor of Business Administration in Marketing and Real Estate. Outside of her professional pursuits, Erica enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family.

Kevin Cerulli is a financial advisor with Morgan Stanley in Stuart, FL, holding a Series 66 designation and having 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 a structured financial planning process using firm-approved tools and modeling techniques.

James Gibney is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 66 registrations and having seven years of industry experience. His prior experience includes roles at Fidelity and New York Life, among others. Outside of his advisory work, he provides sales and leadership coaching through James Gibney Coaching, Inc. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Maria Orozco is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates both quantitative and qualitative research and uses a forward-looking approach to capital market assumptions.

William Monisera is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes 26 years at Pruco Securities, LLC and ongoing work with Prudential Insurance Company of America since 1988. He is also involved in insurance sales and service through Monisera & Associates, Inc. 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 uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Peter Navaretta Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include tenures at UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is involved with JMAK, Inc., a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who use model portfolios, third-party subadvisors, and customized strategies.

Carl Newton is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Edward Jones and INVEST Financial Corp, and he has been associated with Seacoast National Bank since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.