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 at Edward Jones with 28 years of industry experience. He has been with Edward Jones and its predecessor entity since 1998. Outside of his financial advisory role, he serves as chief of deliberate plans for the U.S. Army Element Special Operations Command South Reserve Duty and holds a leadership position as president and majority shareholder of Sylvan Shores Harbor, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Kenyon Laughrey is a Series 66-licensed financial advisor with LPL Financial, based in Stuart, FL, and has seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2019 to 2023. Outside of advising, Laughrey is also the owner of Kenyon Lockry Music LLC, where he works as a singer, songwriter, and entertainer. 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

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.

Gary Fuduloff is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2006 and previously at Galanti Financial Services from 2014 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

George Pratt is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2018 and previously spent nine years at Claren Road Asset Management. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including financial planning, portfolio management, and capital markets solutions.

Rosemary Phillips is a financial advisor with Morgan Stanley, holding a Series 63 designation and 30 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Julie Rice is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by operational and research tools.

Bradley Sonnier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial in two separate periods, totaling four years, and has prior experience at Trinity Wealth Securities and Florida Financial Advisors. Outside of advisory work, he is involved with Sonnier Brothers LLC, a non-investment-related business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Kenneth Katcher is a financial advisor with Ameriprise in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients near or in retirement, featuring a written Recommendation Report and ongoing retirement-income planning advice informed by proprietary research and third-party data.

Diana Machado is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. She has worked with LPL Financial and operates tax and consulting businesses including DM Consulting & Tax Services, LLC. Machado is also involved with Mason Accounting & Tax Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, institutions, and organizations, using tailored, non-discretionary planning and analytical tools. The firm supports a wide network of advisors and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Shawn Higginbotham is a CFP® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at Lion Street Financial, Csenge Advisory Group, FSC Securities Corporation, and SII Investments. Outside of his advisory role, he manages marketing and social media for a group of accounting firms through Jones & Company, LLC. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, and charitable organizations, utilizing firm-approved tools to support collaborative, goal-oriented planning.

Stephen Garcia is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. His approach involves understanding what matters most to each client to help create effective financial plans. Garcia's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes building relationships with clients to provide ongoing advice and guidance as their financial needs evolve. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. He is fluent in English and Spanish, enabling him to serve a diverse client base.

James Luongo is a financial advisor with LPL Financial in Palm City, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including prior work at Northwestern Mutual Investment Management. Outside of his advisory role, Luongo is a health coach and author, involved in health-related business activities. 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 services including financial planning and model portfolio programs, supported by extensive technology tools and oversight of substantial discretionary assets.

Michael Cummings is a CFP® professional with 19 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and CETERA Advisor Networks LLC and is the owner of Cummings Wealth Management, a firm he has operated since 2017. Outside of advisory services, he also owns tax preparation and accounting businesses and serves as an insurance agent. 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 emphasizes non-discretionary planning and uses analytical tools like risk profiling and probability modeling to tailor recommendations to client goals.

Omar Peguero Hernandez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PNC Investments and Northwestern Mutual Wealth Management Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Peter Kakoyannis is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in its advisory approach.

Jacob Lowe is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Southwestern Insurance Group, Citrix Systems, and the University of Central Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers a range of services such as financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Paul Feinsinger is a CFP® with 27 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He has a background that includes extensive service at Avantax Insurance Agency and Avantax Investment Services, as well as operating his own CPA practice since 1983. Additionally, he serves as a personal representative in estate matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that emphasizes diverse investment strategies and program options.