Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Met Group, Metlife Securities, and Metropolitan Life Insurance. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm implements asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Cortney Gates is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2026, Gates worked at Merrill Lynch/Bank of America from 2016 to 2026. Outside of advising, Gates owns CorkNBoards LLC, a charcuterie catering service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large 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 44 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jessica King is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Cetera and Bridge Financial. Outside of her advisory work, she owns Jessica King Corp, an expense management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at several firms including Fidelity, Eagle Strategies, and New York Life. Outside of financial advising, he provides sales and leadership coaching through his company, James Gibney Coaching, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm operates within the broader J.P. Morgan organization and offers investment solutions using an ESG eligibility framework.

Maria Orozco is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2010. She holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Monisera is a financial advisor with LPL Enterprise in Palm City, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Pruco Securities, LLC for 26 years and has been associated with Prudential Insurance Company of America for 38 years. Additionally, he is engaged in insurance sales and service through Monisera & Associates, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Peter Navaretta Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services Inc. and Oppenheimer & Co. In addition to his advisory role, he is involved with JMAK, Inc., a business entity used for tax and investment purposes unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-enhanced investment solutions.

Carl Newton is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2017, and previously held roles at Seacoast National Bank and INVEST Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Matthew Billitti is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Edward Jones and Rehmann Financial Network. He is active in his community, holding board positions with Big Brothers Big Sisters of Palm Beach and Martin Counties and the Port St. Lucie Historical Society, and serves as president of the Port St. Lucie Sunset Rotary Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related services, combining non-discretionary advisory relationships with access to affiliated discretionary managed accounts and alternative investment offerings.

David Giunta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior year at Wells Fargo Advisors LLC. Outside of advising, he is a co-owner of Xtreme Lefty Guitars, a retail guitar business based in Palm City, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Daniel Harris is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. His approach involves ongoing advice and portfolio adjustments to respond to changes in clients' situations. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida Atlantic University. Outside of his professional role, Daniel enjoys fishing, golfing, reading, swimming, and spending time with his family.

David Rosendahl is a financial advisor with Edward Jones in Stuart, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor entity since 1998. Outside of his advisory role, he serves as president and majority shareholder of Sylvan Shores Harbor, Inc. and performs reserve duty with the U.S. Army Element Special Operations Command South. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and discretionary and non-discretionary strategies while operating under a fiduciary standard. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond traditional advisory services.

Kenyon Laughrey is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2019 to 2023 and has experience in the music industry as a business owner and entertainer. Outside of finance, he is involved as a singer and songwriter through Kenyon Lockry Music LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sandra Bailey is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Deutsche Bank AG in London and Deutsche Bank Securities Inc. She is involved outside of finance as an officer for Southern Marine Clothing and serves on the board of Fort Pierce Medical Center Inc., as well as an advisory board member for Big Brothers Big Sisters of Martin County. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and planning tools, including modeling techniques like Monte Carlo simulations, to support its financial planning process.