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.

Anthony Pirozzi is a financial advisor at Raymond James Financial in Jupiter, FL, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial and its related entities since 2000. He serves as a personal representative and power of attorney for his family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Kristina Garrison is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 13 years of industry experience, including prior roles at American Portfolios Financial Services and TBC Corporation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment 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 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 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 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 at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Bank, Edward Jones, and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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.

Kelly Pirozzi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 designations and bringing 29 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she is an associate at M&P Investment Group, where she is involved in client service activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional clients with specialized programs and services.

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.