John Mcnamara is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Brian Chrisman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in holistic wealth management planning. Since 2012, he has developed his practice focused on client-specific needs and goals, delivering services such as family wealth management strategies, legacy planning, retirement income planning, and portfolio management. Brian's expertise includes managing custom investment strategies and offering a client-first service model aimed at independent business owners, professionals, and high net worth families. He holds a Bachelor's Degree from Marshall University, where he also served as a baseball team captain, and a Master's Degree from The University of Pittsburgh. Brian is a Personal Investment Advisor (PIA) and an active member of the University of Pittsburgh Varsity Letter Club. He is involved in community activities, including volunteering with Jensen Beach High School Athletics Baseball. Brian and his family reside in Palm City, Florida, and are involved in local youth sports such as Little League Baseball and Softball. His approach to financial advising centers on collaboration and trust, working one-on-one with clients to develop personalized financial strategies to pursue their long-term goals.

Guia Brown Rossow is a financial advisor with Raymond James Financial Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James since 2004 and also owns and manages Worth Avenue Group of Palm Beach, an independent branch of Raymond James. Additionally, she owns G.P. Brown & Company, LLC, which provides support services related to her financial advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using tailored planning and analytical tools to address client goals.

Bryce Larson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and prior work at Larson Financial Strategies, Inc. He serves as vice president and board member of the Moorings of Jupiter HOA. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Laura Schneider is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but requires clients to implement and maintain their plans.

Jeffrey Christopher is a financial advisor with Ameriprise in Stuart, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns a business called Cabin Four LLC, which is involved in real estate. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Dana Mainenti is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2026, Dana worked at Raymond James & Associates, Fidelity Lending, Guaranteed Rate, Geneva Financial, Gateway Mortgage Group, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary planning tools to model financial outcomes.

Joseph Trotta is a financial advisor with LPL Financial, holding a Series 63 designation and over 52 years of industry experience. He previously worked at Linsco Private Ledger from 2006 and Raymond James Financial Services, Inc. from 1992 to 2006. Outside of his advisory role, he is involved in an outside fixed insurance business and Oceanview Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, incorporating both proprietary and third-party strategies.

Brian Zimms is a financial advisor at LPL Financial with 34 years of industry experience. He has held positions at LPL Financial since 2004 and worked previously at Raymond James Financial Services from 1998 to 2004. Zimms holds the Series 63 designation and operates an additional business entity, BrianAlhambra LLC, unrelated to investment activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Michael Weissing is a Wealth Management Advisor with The Weissing Wealth Management Group at Merrill Lynch Wealth Management in Stuart, Florida. He provides financial guidance to affluent individuals and business owners, assisting with retirement planning, business transitions, and wealth transfer. The Weissing Wealth Management Group emphasizes listening to clients' needs and goals to develop customized strategies supported by the team's extensive experience and Merrill's resources. Michael holds a Bachelor's degree in Finance from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Before joining The Weissing Wealth Management Group, he worked at Merrill Edge Self Directed. His expertise includes education planning, family wealth management, personal retirement planning, portfolio management, and retirement income. He remains engaged in his local community as a member of the Stuart/Martin County Chamber of Commerce, the Palm City Chamber of Commerce, the Stuart Rod and Reel Club, Toastmasters, and the Young Professionals of Martin County. Outside of work, Michael enjoys water sports, golfing, fishing, and spending time with his family.

Amber Stephan is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for five years before joining RBC Capital Markets in 2021. Outside of her advisory role, she consults on non-toxic skincare and teaches vinyasa yoga classes once a week. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs tailored to individual risk profiles and employs a mix of in-house and third-party investment managers to implement portfolio strategies.

Paul Maizes is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with LPL Financial, joining in 2026 after previously working for Kestra Advisory and Kestra Investment Services. Maizes also holds the Certified Divorce Financial Analyst (CDFA) designation and provides consulting to help individuals understand the financial implications of divorce. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jay Beaulieu is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Credit Suisse Securities for 13 years and Pershing LLC for four years. Outside of his advisory role, he holds a minority ownership interest in Rallie, a website and app that helps shoppers find the best prices on sports and concert tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a comprehensive range of investment advisory, financial planning, and retirement plan consulting services. The firm operates at scale with over $670 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Marianella Campagna is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America Merrill Lynch and Wells Fargo. She is also involved with Marant Logistics LLC, an outside business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Timothy Worley is a Series 66-licensed advisor with Edward Jones in Stuart, FL, where he has worked since 2022. He has three years of industry experience and previously worked at Entrusted Contracting and Palm Beach Atlantic University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Robert Sloan is a financial advisor at Primerica Advisors with 43 years of industry experience. He has been with Primerica Advisors since 1985 and with Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of EMKEN, LLC, a real estate business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Sarah Levi is a financial advisor with Fidelity in Jupiter, FL, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios from mutual funds, ETFs, and ETPs.

John Williams Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2022. Prior to that, he spent thirteen years at Construction Journal. 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 and investment options, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Keith Gilmour is a financial advisor with Merrill in Palm City, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, JP Morgan, Fidelity, Wells Fargo, LPL Financial, and Seacoast Bank. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Saelzer is a financial advisor with Raymond James & Associates in Stuart, Florida, holding a Series 63 designation and 33 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. He is also involved as a successor trustee for a revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consultative services with a non-discretionary investment approach supported by a range of portfolio management styles and affiliated research.