Kristina Garrison is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the ChFC® designation as well as Series 66 and Series 63 licenses. Prior to joining Equitable Advisors in 2025, she worked at American Portfolios Financial Services from 2011 to 2024 and briefly at TBC Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

James Campo is a CFP® with 32 years of experience in financial services. He is currently associated with Cetera and has held roles at Cetera Advisors LLC since 2013 and Campo Financial Services since 2023. In addition to his advisory work, he serves as a State Committee Man for the Republican Party of Florida, representing registered Republican voters from Martin County. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide, offering a range of portfolio management and financial planning services across various program structures and custodial relationships.

Nancy Goethel is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2013, as well as Bank of America and Merrill in prior roles. She serves on the Board of the Council on Aging Martin County and is a member of its Finance and Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while providing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Richard Forzano is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 31 years. Forzano served seven years on the City of Milford, CT Board of Education and operates an income tax preparation service through his independent consulting firm. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and investment advisory services supported by firm-provided asset allocation tools and a range of third-party platforms.

Brisel Gauthier is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Fidelity, Gauthier worked at Morgan Stanley for seven years and Ameriprise for one year. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Abarquez is a CFP® and ChFC® financial advisor with Edward Jones in Stuart, FL, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Boris Niko is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He also owns and manages Boris Niko LLC, an advisory business based in Delray Beach, FL. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Grace Correll is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked at Bloomberg LP for five years. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Ernesto Mendoza is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously held roles outside of finance, including with the NY Mets and various wellness and chiropractic centers. He also has experience as an entrepreneur with Trail to Nature LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of over 23,000 advisors nationwide.

David Riley is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions with TD Private Client Wealth LLC and Raymond James Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Steven Allison is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a partner in a real estate business in Palm City, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages a broad range of assets and employs a structured process for financial planning that includes scenario modeling but does not provide individual security recommendations as part of standalone planning.

Brendan Connor is a financial advisor at Merrill with a Series 66 designation and no industry experience prior to 2026. His prior roles include work with Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and IntelliHive. He also spent over a decade as an independent contractor associated with The Loxahatchee Club. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Eric Gregory is a CFP® with 39 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2015. He is a member of the Board of Directors for the Phi Sigma Kappa Fraternity, advising the active chapter on operational matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through in-house and third-party investment managers.

Radika Mangar is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. 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 provides research-driven, tailored investment strategies.

Jeffrey O'Sullivan is a financial advisor with Morgan Stanley in Jensen Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related trusts in Pennsylvania and Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning and investment programs.

Eric Monaghan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has 18 years of experience in the financial services industry, focusing on family wealth management strategies, legacy planning, and portfolio management services. Eric works closely with clients to develop personalized financial strategies aimed at pursuing their goals. He holds a Bachelor of Science degree in Finance from the University of Florida and has completed the Certified Private Wealth Advisor (CPWA) designation through the Investments & Wealth Institute in partnership with the Yale School of Management. Eric is also a Personal Investment Advisor (PIA) and a member of the UF Alumni Association. Eric resides in Jensen Beach, Florida with his wife and three children. He and his family enjoy camping, golfing, surfing, fishing, and exploring state parks. Eric is involved in his community and participates in activities such as Treasure Coast Hockey.

Stephen Dillemuth is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting supported by model portfolios and research.

Joseph Cataldo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to helping clients achieve their financial goals and dreams through personalized strategies. His focus areas include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. Joseph holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Coral Springs High School and an Associate's Degree from Broward Community College. In his personal time, Joseph enjoys boating, cooking, fishing, ice hockey, reading, and spending time with his family.

Julie Fox is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has eight years of industry experience, including two years at NBC Universal/Universal Orlando Resort prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm provides a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, operating under a fiduciary standard.