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.

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 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.

Heidi Clute is a CFP® credentialed financial advisor with 44 years of industry experience, currently affiliated with LPL Financial in Port St Lucie, FL. She has operated Clute Wealth Management, LLC since 1998 and has been self-employed in the financial sector since 1980. Outside of her advisory work, she owns Adirondack Stained Glass, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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.

Charlene Langford is a Series 63 licensed financial advisor at Raymond James & Associates with 38 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Krista Rosendahl is a financial advisor with Edward Jones in Jensen Beach, FL, holding a Series 66 designation and four years of industry experience. She previously worked in patient advocacy and palliative care from 2011 to 2017. Outside of financial advising, she distributes DoTerra food-grade oils and vitamins for personal use and for family and friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Gregory Doctor is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2005. Outside of his advisory role, he is involved with Doctor Wealth Management, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Olivieri is a financial advisor with J.P. Morgan Securities in Stuart, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and Bank of America. He serves on the Finance Council of St. Elizabeth Ann Seton Catholic Church, where he advises on budgetary and financial matters in a nonprofit capacity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Paul Iandoli is a ChFC® with 32 years of industry experience, currently serving with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He also engages in individual life, disability, and long-term care insurance sales outside his advisory role. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Aleczina Holmes is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, James Kenan High School, Kay Jewelers, and UNC Chapel Hill. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.