Jon Deane is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he operates tax and accounting businesses, including serving as president of Apex 2030 Inc. and working in tax preparation and accounting at Gaffey Deane & Talley PLLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of investment program options.

Makarios Palios is a CFP®-designated financial advisor with Raymond James Financial, bringing 33 years of industry experience. He has worked with various branches of Raymond James since 2008. Outside of his advisory role, he is a partner in Ten Ten Associates, LLC, which manages office expenses for a Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Austin Drukker Jr. is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996. He has also been associated with Bank of America, N.A. since 2010. Outside of advisory, he is a limited partner in a for-profit LLC, Christmas Cove Properties. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management with Bank of America affiliates and provides multiple program strategies with an emphasis on managed accounts and tax-efficient implementation.

Donald Dever is a financial advisor with UBS Financial Services in Stuart, Florida, holding a Series 66 designation and 19 years of industry experience. He previously worked at Credit Suisse Securities and AllianceBernstein before joining UBS in 2015. Dever serves on the advisory boards for Nova Southeastern University’s Regional Campus and the University of Miami Planned Giving Advisory Board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and operates under multiple regulatory registrations to provide a broad range of investment and capital markets services.

Kenneth Mulreed is a financial advisor with UBS Financial Services in Jupiter, FL, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

David Marley Jr. is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience and has been with MassMutual and its affiliated firms since 1987. Outside of his advisory role, he serves as treasurer of the board for the Historical Society of Martin County, is a director and finance committee member of the Marine Resources Council, and acts as president of the Riverbend Property Owners Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to clients’ goals.

Edward Kemm is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at SagePoint Financial, Lincoln Financial Advisors, Oppenheimer & Co. Inc., and Independent Portfolio Consultants. Outside of advising, he serves as trustee and attorney-in-fact for special needs trusts and is involved in fixed insurance business activities. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager options.

Sarah Hoffman is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of her advisory work, Hoffman serves on the board of Groundwork Guatemala, a nonprofit supporting educational sponsorships and community outreach in Guatemala. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers flexible engagement options and combines planning with managed-account programs under a consolidated billing structure called “WealthPlan.”

Gerald Long is a CFP® and ChFC® with 35 years of industry experience. He has been with LPL Financial since 2010 and has worked at RiverSource since 1991. He operates his advisory services under Long Wealth Management in Jupiter, FL. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and proprietary research tools.

Stephen Hedrick is a CFP® and ChFC® with 13 years of industry experience. He has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients with a wide range of wealth management services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Thomas Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services and Kuehne + Nagel Inc., as well as service in the United States Navy and Navy Reserves. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

David Allegretto is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the finance committee of Landmark Church in Ocean City, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and integrates advisory services with banking and other financial product offerings.

Eric Christensen is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2003 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets solutions.

Bruno Rossi is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, TD Private Client Wealth LLC, TD Bank N.A., and Bank of America. Outside of finance, he has experience in the food service and entertainment industries. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients, utilizing internal and third-party managers.

Catherine Fisher is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. She previously worked at Merrill from 2007 to 2013 and spent over a decade at J.P. Morgan Securities and JP Morgan Securities LLC before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Brian Baughman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he referees local youth and adult soccer games as well as matches in the Women’s Professional Soccer League (WPSL). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Stanislau is a financial advisor with Raymond James & Associates in Stuart, Florida. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Prior to joining Raymond James in 2023, he worked at UBS Financial Services for 12 years. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.

Jacob Dean is a financial advisor with LPL Financial in Stuart, Florida, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Dean is involved with Initiative Wealth Planners, a related business offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and various strategic approaches to asset management.

Leigh Giunta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and Merrill prior to joining Wells Fargo in 2016. Outside of his advisory work, he is involved in several business ventures, including co-owning an online guitar retail company and operating service and design businesses. Giunta also serves as president of a local homeowners association in Palm City, Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Gordon Nearing is a financial advisor with RBC Capital Markets in Stuart, Florida, holding the CFP® designation and Series 63 and 65 licenses. He has 46 years of industry experience, having previously worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he serves as a fiduciary board member for the nonprofit organization Eckankar and acts as power of attorney overseeing his mother’s financial affairs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.