Peter Hatzakos is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including four years at HSBC Bank USA, N.A. Prior to joining Osaic in 2020, he worked in various financial advisory roles. Outside of his advisory duties, he is involved in managing rental properties jointly owned with his spouse. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and corporations. The firm offers brokerage and investment advisory services through a large network of advisors, employing asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products.

Laurie Hackler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and is also associated with Broker Dealer Financial Services Corp. since 2004. Outside of her advisory role, she is an owner of Ragnar Trust and acts as a speaker affiliated with The Corner Office. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions, with investment implementation available across multiple custody and platform arrangements.

Justin Fucci is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with five years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously spent time with Orangetheory Fitness and the University of Central Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Fernandez is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Bank of America and Wells Fargo entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

David Brown is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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’s financial planning process uses structured tools and scenario modeling, offering advisory services without providing individual security recommendations as part of standalone plans.

Charles Iosco is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, he worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Plummer is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles.

Angela Kothe is a financial advisor with Merrill in Stuart, Florida, holding a Series 66 designation and five years of industry experience. She previously worked at Darden Restaurants for 12 years before joining Merrill and Bank of America in 2020. Outside of her advisory role, she is employed at Fruits and Roots Vegan Cafe, a sole proprietorship in the hospitality industry where she serves and bartends. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Schwab is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for seven years. Schwab is also the sole owner and president of Mark A. Schwab & Associates Inc., a pension consulting and administration firm he founded in 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

John Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1998. His outside business activities include managing a DBA, McNamara Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Brian Chrisman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in holistic wealth management planning. Since 2012, he has developed his practice focused on client-specific needs and goals, delivering services such as family wealth management strategies, legacy planning, retirement income planning, and portfolio management. Brian's expertise includes managing custom investment strategies and offering a client-first service model aimed at independent business owners, professionals, and high net worth families. He holds a Bachelor's Degree from Marshall University, where he also served as a baseball team captain, and a Master's Degree from The University of Pittsburgh. Brian is a Personal Investment Advisor (PIA) and an active member of the University of Pittsburgh Varsity Letter Club. He is involved in community activities, including volunteering with Jensen Beach High School Athletics Baseball. Brian and his family reside in Palm City, Florida, and are involved in local youth sports such as Little League Baseball and Softball. His approach to financial advising centers on collaboration and trust, working one-on-one with clients to develop personalized financial strategies to pursue their long-term goals.

Guia Brown Rossow is a financial advisor with Raymond James Financial Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James since 2004 and also owns and manages Worth Avenue Group of Palm Beach, an independent branch of Raymond James. Additionally, she owns G.P. Brown & Company, LLC, which provides support services related to her financial advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using tailored planning and analytical tools to address client goals.

Bryce Larson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2013 and serves as president of Larson Financial Strategies Inc. He is also a vice president and board member of The Moorings of Jupiter homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Laura Schneider is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but requires clients to implement and maintain their plans.

Jeffrey Christopher is a financial advisor with Ameriprise in Stuart, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns a business called Cabin Four LLC, which is involved in real estate. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Dana Mainenti is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2026, Dana worked at Raymond James & Associates, Fidelity Lending, Guaranteed Rate, Geneva Financial, Gateway Mortgage Group, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary planning tools to model financial outcomes.

Joseph Trotta is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and possessing 51 years of industry experience. He has worked with Linsco Private Ledger since 2006. Outside of his advisory role, he is involved in Oceanview Management LLC and has activities in outside fixed insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Brian Zimms is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is associated with BrianAlhambra LLC, a business entity established for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Michael Weissing is a Wealth Management Advisor with The Weissing Wealth Management Group at Merrill Lynch Wealth Management in Stuart, Florida. He provides financial guidance to affluent individuals and business owners, assisting clients with retirement planning, business transitions, and wealth transfer strategies. Michael and his team prioritize listening to clients’ goals and use their combined experience along with Merrill's resources to develop and implement customized wealth management strategies. Michael earned a Bachelor's degree in Finance from the University of Florida and began his career at Merrill Edge Self Directed before joining The Weissing Wealth Management Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His professional focus areas include education planning, family wealth management, retirement income, and portfolio management services. Outside of his professional work, Michael is actively involved in his community as a member of the Palm City Chamber of Commerce, Stuart/Martin County Chamber of Commerce, Stuart Rod and Reel Club, Toastmasters, and the Young Professionals of Martin County. He spends his leisure time engaging in adventure sports, boating, fishing, golfing, pickleball, soccer, and spending time with his family.

Amber Stephan is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for five years before joining RBC Capital Markets in 2021. Outside of her advisory role, she consults on non-toxic skincare and teaches vinyasa yoga classes once a week. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs tailored to individual risk profiles and employs a mix of in-house and third-party investment managers to implement portfolio strategies.