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.

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.

Joseph Gorel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he worked at UBS Financial Services for three years. Outside of finance, he assists a family friend’s home automation company, Seagull Electronics, with installation and repair on occasion. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

John Michael is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2012 to 2014. Outside of his advisory role, he is an independent travel agent for Expedia Cruises, based in Fort Lauderdale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Linsco/Private Ledger Corp, where he worked for 21 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ronald Olivieri is a Series 66-licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in Stuart, Florida. His prior experience includes roles at JPMorgan Chase Bank and Bank of America. He serves as a board member on the Finance Council for St. Elizabeth Ann Seton Catholic Church, advising on parish budgeting and financial administration. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Somphavanh Inthisane Lovanh is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2003. Outside of his advisory role, he manages Lovanh Family Farm, LLC, a family farm in Florida that grows organic sub-tropical fruit trees and vegetables, and raises livestock, with a storefront selling produce to the public. 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, pension plans, corporations, and charitable organizations.

Paul Dau is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2017. Prior to this, he worked at TD AMERITRADE from 2012 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Dawna Duclau is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including SunTrust Advisory Services and Raymond James. Outside of her advisory work, she is involved in property management through her ownership of Jenkins Property Management and Site Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary investment consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Donald Deslauriers is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018, following 23 years at INVEST Financial Corp. based in Port Saint Lucie, FL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claire Holmes is a financial advisor with J.P. Morgan Securities in Jensen Beach, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. Her prior firms include Wells Fargo Clearing and Wamu Investments, Inc. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting through a non-discretionary advisory program.

Rodriquez Gaskin is a financial advisor with Primerica Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, he serves as president of Team Redeemed, Inc., an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap-fee structure while maintaining oversight of portfolio models and manager selection.