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.

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 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.

George Gallo is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His work history includes roles at GraniteArch Wealth Management and Wallace Auto Group. Outside of finance, he has been associated with the Augusta National Masters Tournament. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

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.

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.

Steven Connell is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2014 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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 at Merrill Lynch Wealth Management. Since beginning his career in 1996, he has focused on providing personalized financial advice and customized strategies tailored to each client's unique goals and circumstances. He works closely with clients to help them navigate market uncertainty, preserve and grow wealth, and plan for the future. Rick holds the Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Asset Management Specialist™ (AAMS®) designations through The College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. He collaborates with clients' tax and estate planning professionals to coordinate wealth preservation, legacy planning, and tax-efficient strategies. Originally from Milford, Connecticut, Rick has lived most of his life in Florida. He and his wife, Amy, reside in Jupiter with their daughter, Karlee, and son, Ricky. Rick is involved with JTAA Youth Sports and the JTAA Baseball (Jupiter Tequesta Athletic Association) community. When not working, he enjoys fishing, boating, and spending time with family and friends.

Austin Drukker is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Prior to his current roles, he held positions in various municipal departments and educational institutions. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and third-party manager selection. The firm integrates investment management with Bank of America affiliates and emphasizes managed account and tax-efficient strategies.

Heidi Clute is a financial advisor with LPL Financial in Port St Lucie, FL, holding CFP® and Series 63 credentials and having 45 years of industry experience. She has operated Clute Wealth Management, LLC for 25 years and has been affiliated with LPL Financial for 28 years. Outside of financial advising, she has owned Adirondack Stained Glass since 1998. 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, and institutional platforms, supported by tools such as machine learning for operational purposes.

Kendrick White is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Deborah Wise is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.