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.

Silvana Cuadrado is a financial advisor with Primerica Advisors in Fort Pierce, FL, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of her advisory role, she is a software developer and president of Bible IQube, a visual Bible project. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

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.

Keith Newman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Dennis Oleszkowicz is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with UBS and UBS PaineWebber since 2003. Outside of his advisory role, he is involved in real estate ownership. 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, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Robert White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, Wells Fargo Bank NA, and Allen & Co. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Daniel Velazquez III is a financial advisor with Mass Mutual Investors Services in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with MML Investors Services since 2020 and has been affiliated with MassMutual since 2018. Outside of his advisory role, he is the CEO and founder of DV3 Financial, a financial planning and wealth management firm, and a co-founder and event director of the Port St. Lucie Business Club, a local networking group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, with a range of specialty services including estate settlement and employer-sponsored planning programs.

Jeffrey Flit is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2026, he spent 15 years with Bank of America and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products.

Daniel Gaines is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, New York Community Bank, LPL Financial, and Wells Fargo. Gaines serves as a trustee for family trusts and is involved in his own investment advisory business and insurance activities through Freedom Financial Group, LLC. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Thomas Cassano is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

James Elam is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. In addition to his advisory work, Elam is president and director of a public accounting practice and serves as treasurer for a local church, as well as a board member of a private charitable foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and institutional consulting across a large advisor network.

Howard Rothstein is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he also engages in part-time food and package delivery through Uber Eats. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Donald Mc Glynn is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting all aspects of clients' financial lives to help them prioritize goals that matter most, offering personalized wealth management strategies that address the evolving market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Donald brings expertise in college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a former military officer and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Master's Degree from Embry-Riddle Aeronautical University and a Bachelor's Degree from the University of South Florida. Donald is involved in community activities with organizations such as the National Multiple Sclerosis Society, Southeast Florida Honor Flight, and the Stuart Air Show. His personal interests include adventure sports, camping, hiking, running marathons, spending time with family, and traveling.