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.

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. 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.

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 C-suite executives, business owners, and younger couples focused on building wealth and family financial stability. He works with a select number of households to provide personalized financial strategies that align with each client's unique goals and life circumstances. Scott emphasizes understanding the enduring purpose of clients' money and integrates retirement benefits consulting into his advisory approach. With decades of experience as a financial advisor, accountant, consultant, and 401(k) provider, Scott incorporates a comprehensive perspective into portfolio management and financial planning. He has overseen the establishment of over 100 company-level 401(k) and profit-sharing plans and leverages resources from Merrill's Chief Investment Office to customize investment strategies. He holds industry credentials including Certified Plan Fiduciary Advisor (CPFA), Retirement Benefits Consultant (RBC), and serves as a Senior Portfolio Advisor. Scott earned a Bachelor of Science degree in Accounting from Miami University (Ohio). He resides in Hobe Sound with his wife and two teenage children. His personal interests include boating, fishing, golfing, singing, table tennis, traveling, watching movies, and supporting his children's concerts and performances.

Jeremy Perrin is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. Raymond James offers financial planning and investment consulting services through various programs, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

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, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations using proprietary research and planning tools.

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 at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Portfolios, Ameriprise Advisor Services, Inc., and Merrill. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by multiple program options and affiliated relationships.