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 based in Stuart, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining LPL in 2025, he spent six years with Trinity Wealth Securities and Florida Financial Advisors. He also has experience outside the financial sector, including running Bradford Catered Events from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Lee Konopka is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, UBS Financial Services, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct client engagement and corporate financial planning 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 Series 66-licensed financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2020. Prior to that, he was employed at Wells Fargo Bank NA and Allen & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting.

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 at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, Citigroup Global Markets, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Gaines is a financial advisor with OSAIC based in Port St Lucie, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Royal Alliance Associates, New York Community Bank, LPL Financial, Wells Fargo, Merrill, and Truist Investment Services. He serves as a trustee for a family trust and operates an investment advisory business under Freedom Financial Group, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various programs and third-party manager options.

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 credentials and previously worked at American Portfolios Financial Services, Inc. and SouthEast Investments, N.C., Inc. Outside of his advisory role, he works part-time for Uber Eats in food and package delivery. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, brokerage, and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

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 Series 66-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He previously worked at Cetera and has owned Bridge Financial, where he provides tax preparation and registered agent services. Palas is also involved in several business entities related to tax and corporate services. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and a broad array 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 in Stuart, Florida, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

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. Donovan is involved as an agent offering disability income insurance, fixed annuities, traditional life insurance, and fixed life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and access to a range of investment programs and third-party managers.