John Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has eight years of industry experience, including two years at NBC Universal/Universal Orlando Resort prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm provides a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, operating under a fiduciary standard.

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.

Ronald Shultz Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of a commercial rental property business in Stuart, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Juan Gusman is a financial advisor with Edward Jones in Stuart, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked in education for over a decade, including roles with the Martin County School District and Leon County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Benjamin Tuthill is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 21 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he has ownership interests in several investment-related LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation.

Robert Sander is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 designation and is based in Stuart, Florida. Outside of his advisory role, he is the Chair of the Marina Committee for the Pipers Landing Yacht and Country Club homeowners association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Francis Mitchell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at American Portfolios for nine years before joining OSAIC in 2024. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Russell Rykse is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was involved in yacht sales and currently co-owns a medical skincare and wellness business with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Joseph Marton IV is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Trinity Wealth Securities and Florida Financial Advisors from 2019 to 2025. Outside of his advisory role, he has experience in event catering through Bradford Catered Events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jeffrey Sarkin is a financial advisor with Ameriprise in Port St Lucie, FL, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Ameriprise in 2019. Outside of advising, he serves as a FINRA arbitrator and owns a business used for tax planning purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tracy Newman is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Morgan Stanley Wealth Management for five years before joining Merrill in 2017. Outside of her advisory role, she is involved with family-held business activities. 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 a range of clients including individuals, high-net-worth clients, and institutions.