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.

Claire Mcnamara is a financial professional with 27 years of industry experience, currently affiliated with Cetera and Lifetime Wealth Management, an affiliate of Lumsden McCormick. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Investment Services, 1ST Global Advisors, and Lumsden & McCormick Financial Services, where she remains active. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

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.

Steven Kowalski is the Senior Resident Director of the Merrill office in Stuart, Florida. He has over 30 years of experience in the financial services industry, beginning his career in 1992. Since joining Merrill Lynch Wealth Management in 2008, he has held various leadership roles, including Sales Manager for the Greater Fort Lauderdale and Boca Tropics Complex, Coordinator for the Financial Advisor Development Program in San Diego, and Senior Resident Director for the La Jolla, California office. He focuses on serving high net worth clients, including corporate executives, retirees, and business owners, addressing areas such as corporate cash management, financing, succession planning, and portfolio management services. Steven served in the United States Marine Corps. He holds a Bachelor of Science in Professional Administration from Barry University and a Master of Science in Executive Leadership from the University of San Diego School of Business. He has earned the Accredited Asset Management Specialist™ designation through The College for Financial Planning Institutes Corp. Additionally, he is a Personal Investment Advisor (PIA). He has served as a board member of Project Lift Inc. and is active in the Palm City Chamber of Commerce's President’s Council. Steven resides in Palm City, Florida.

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 the Series 63 designation and has worked at LPL Financial since 2018, having previously been with INVEST Financial Corp. since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Claire Holmes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Martin Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services from 1983 to 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Angel Berlanga Rodriguez is a Series 66-licensed financial advisor with Equitable Advisors, based in Port St Lucie, FL. He has three years of industry experience, including prior roles in education and retail. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals and risk tolerance.

Paul Nunley is a financial advisor with Edward Jones in Stuart, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Evangeline Bruhn is a financial advisor with Equitable Advisors in Fort Pierce, FL, holding a Series 66 designation and 23 years of industry experience. She has worked with Equitable Advisors since 2002 and previously with Axa Advisors. In addition to her advisory role, she is president of Evangeline Grissom Bruhn CPA Inc., providing accounting and tax services, and serves as a board member of the Building Officials Association of the Treasure Coast. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.