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.

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 has worked at LPL Financial since 2016 and previously held roles at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of more than 22,800 advisors.

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.

Peter Navaretta is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Oppenheimer & Co., UBS Financial Advisor, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He also manages a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, distinguished by its large scale and diverse financial service offerings.

Travon Sexton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge since 2013 and has prior experience at Signator Investors, Inc. and Osaic FA, Inc. Sexton is involved in community service as a committee member and vice president of the Stuart Congregational Church. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Kelley Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been serving clients since 1997 and is part of a team focused on personalized wealth management strategies. Kelley helps clients gather, grow, and transfer their wealth by engaging in in-depth discussions to identify their most important financial goals. Her client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kelley holds a Bachelor's Degree from North Carolina State University and completed an Accredited Certificate Program at East Carolina State University. She holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Having lived in the Stuart area since 2001, she is actively engaged in her community, including volunteering with Habitat for Humanity. Outside of work, Kelley enjoys antiquing, interior decorating, music, traveling, spending time with her family, and watching movies.

Peter Lowery is a Certified Financial Planner (CFP®) based in Stuart, Florida, with 35 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Invest Financial Corporation and Seacoast National Bank, where he has been associated since 1989. 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 broad range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools while supporting a large network of advisors.

Alejandro Vallejo is a financial advisor with Edward Jones in Port St Lucie, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Merrill Lynch and Wells Fargo in various roles between 2015 and 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.