Lee Konopka is a financial advisor with Morgan Stanley in Hobe Sound, FL, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Lee Curtis is a Series 66 licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has 19 years of industry experience and has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.

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.

Malerie Bloomquist is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Merrill since 2015. Merrill, together 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.

Alexander Palas is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera, Palas Group, and Bridge Financial. Outside of his advisory work, he owns Bridge Financial, a tax preparation and corporate registration business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Gabriela Burch is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Amalfi Racing and Florida Atlantic University. Outside of advising, she is involved in a family-owned rental property and assists her husband’s startup trash bin cleaning business with marketing and financial administration. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Samantha Woggon is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor of StretchZone and involved as an investor in other business ventures. Morgan Stanley Wealth Management serves individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Jacquelyn Eckstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Donovan is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, Donovan serves as a director of Familywealth Management Group LLC, which focuses on financial planning and asset management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing a variety of portfolio construction tools and third-party solutions to meet client needs.

Sheri Granaroli is a financial advisor with Ameriprise in Port Saint Lucie, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory work, she owns and manages 42 Roses LLC, providing administrative services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income sustainability and tax-aware withdrawal strategies.

Halli Tschannen is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining RBC Capital Markets in 2024, Halli spent 25 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Richard Walesch Jr. is a Senior Financial Advisor with Merrill based in Stuart, Florida. He began his career in the financial services industry in 1996 and transitioned from Smith Barney to Merrill in 2009. Richard holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations, both registered certification marks of The College for Financial Planning Institutes Corp. He also earned his High School Diploma/GED from Jupiter, Florida. Richard focuses on developing customized financial strategies for individuals, families, and business owners. He works closely with clients to understand their goals and develop personalized plans addressing wealth preservation, growth, legacy planning, and other unique financial objectives. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Originally from Milford, Connecticut, Richard and his wife Amy reside in Jupiter with their two children, Karlee and Ricky. The family are members of Jupiter First Church. Outside of work, Richard is involved in the local community through JTAA Youth Sports and JTAA Baseball (Jupiter Tequesta Athletic Association). He enjoys activities such as baseball, boating, fishing, golfing, soccer, swimming, traveling, watching movies, and spending time with his family.

Austin Drukker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are adaptable to clients' evolving financial situations and market conditions. Austin integrates the investment insights of Merrill with the banking services of Bank of America to address the diverse aspects of clients' financial lives. Austin holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Connecticut State University. His expertise includes portfolio management, where he may manage personalized or defined strategies on a discretionary basis. Committed to community involvement, Austin follows the Merrill tradition by volunteering with organizations such as the Ridgefield CT Board of Education, where he served as Past Chairman, and the National Kidney Foundation of Connecticut. He is also affiliated with professional organizations including BPOE Stuart Elks and Amara Shriners. Outside of work, Austin's interests include fishing, hiking, ice hockey, pickleball, and tennis.