David Riley is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions with TD Private Client Wealth LLC and Raymond James Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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 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.

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 previously worked at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting supported by model portfolios and research.

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. He previously worked at UBS Financial Advisor for 10 years and Oppenheimer & Co., LLC for 2 years. Outside of his advisory role, he manages PJMNAV LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, leveraging model portfolios and various research resources.

Travon Sexton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and Cambridge Investment Research Inc since 2013. Sexton serves as a committee member and vice president for administrative duties at Stuart Congregational Church. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and other clients. The firm offers a variety of investment strategies and platforms, delivering services through a network of independent financial professionals.

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 CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2017. He previously worked at Invest Financial Corporation for six years and has a longstanding tenure at Seacoast National Bank dating back to 1989. 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 brokerage services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Alejandro Vallejo is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch from 2021 to 2025 and held several roles at Wells Fargo affiliates from 2015 to 2021. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Marco is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include extensive tenure at First Allied Advisory Services and First Allied Securities. Marco is active in several nonprofit organizations and community boards, including the US-Staten Island Veterans Inc. and local civic associations. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Robert Whitlach is a financial advisor with Thrivent Investment Management in Jensen Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of Helping People Succeed, a local charity focused on programs for children and adults, and chairs the Faithful Journey Travel Club, which educates members on responsible and enriching travel while supporting mission-related scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based planning on a range of topics without discretionary portfolio management or institutional advisory services.

Alexander Cohen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Florida Atlantic University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving a diverse clientele that includes C-suite executives, business owners, and younger couples building wealth and families. He continues a legacy of financial advisory work that began with his father, a former Merrill advisor, with whom Scott worked for five years. His approach focuses on crafting thoughtful retirement strategies and closely collaborating with clients and their spouses to ensure personalized financial plans that align with their goals and values. Scott brings extensive experience from his background as a Retirement Benefits Consultant and has established over 100 company-level 401(k) and profit-sharing plans throughout his career. Prior to joining Merrill in 2012, he worked as a 401(k) provider at Paychex and served clients at Arthur Andersen in Chicago for six years. He holds a Bachelor of Science degree in Accounting from Miami University (Ohio) and holds the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). He is also recognized as a Retirement Benefits Consultant (RBC), First Vice President, and Senior Portfolio Advisor at Merrill. Residing in Hobe Sound with his wife and two teenage children, Scott enjoys spending time with his family at Mariner Sands Country Club, boating, fishing, golfing, working out, and supporting his children's concerts and performances. His work emphasizes identifying overlooked areas in clients' financial plans and managing liabilities to provide comprehensive wealth management solutions.

Jeremy Perrin is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He has 25 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.