Caron Whitlach is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 credential and has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she serves as Secretary for the Boy Scouts of America and is a director of the Jensen Beach Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based planning without discretionary portfolio management. The firm offers periodic reviews and the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Anthony Asterino is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 1996. In addition to his advisory work, he operates a CPA practice specializing in general accounting, AICPA compilation financial statements, and income tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jeffrey Biscardi is a CFP® with 41 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Medford, NY. Outside of his advisory role, Biscardi is president of Wood Park Corp, a business entity used to pay business expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions across investment, brokerage, and insurance offerings.

Arthur Manfredi is a financial advisor with Edward Jones, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Edward Jones, he worked at Cetera Investment Advisers and has been involved with Laramie County Fire District #10 since 2022. Outside of his advisory work, he owns Artie Manfredi, Inc., a real estate business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kristina Garrison is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 13 years of industry experience, previously working at American Portfolios Financial Services before joining Equitable Advisors in 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a mix of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

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 with Raymond James & Associates in Stuart, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. She previously worked at Merrill for 15 years and Bank of America, N.A. for 15 years. Nancy serves as a board member and finance committee member for the Council on Aging of Martin County, a local nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations through tailored, non-discretionary financial planning and investment consulting.

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 also served seven years on the City of Milford, CT Board of Education. In addition to his advisory role, he owns and operates Independent Financial Consulting, Inc., providing income tax preparation services and managing accounting and strategic planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting multiple investment strategies and custodial arrangements, and is notable for its scale and complex affiliate network.

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 financial advisor at Edward Jones in Stuart, FL, holding CFP®, ChFC®, and Series 66 designations with 18 years of industry experience, all spent at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard through a nationwide network of over 23,000 financial advisors.

Boris Niko is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, and Legg Mason Wood Walker. He also owns Boris Niko LLC, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with tax-aware withdrawal strategies and collaboration between centralized service teams and financial advisors.

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 in Palm City, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the NY Mets and has experience in wellness and chiropractic industries. He is also involved with Trail to Nature LLC, a venture spanning several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Mario Di Stefano is a financial advisor with Wells Fargo Clearing in Stuart, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Clearing Services, LLC, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and emphasizes research-driven investment approaches and diversified portfolio management.

David Riley is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining proprietary research with third-party strategies and advanced operational tools.

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 34 years of industry experience. She holds the Series 63 designation and has worked at UBS since 2009, following an 11-year tenure at Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

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.