Dominick Pagliaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Wells Fargo Advisors, AXA Advisors, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes ESG considerations within a broader focus on derivatives and commodities capabilities.

Briana Heard is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with 11 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2008 and has also been affiliated with the University of North Florida since 2006. Merrill, together with 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charlotte Martin is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2017 and was previously employed at Bank of America from 2000 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Steven Landwersiek is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He worked previously at Ameriprise Financial Services and UBS Financial Services before joining LPL Financial in 2016. 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, and institutional platforms.

John Cantu is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 33 years of industry experience. His prior firms include Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Invest Financial Corporation. He also maintains a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Joseph Serra is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he also serves as a trustee or co-trustee for a trust in Palm City, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anthony Klingseisen is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Equitable Advisors, and Questar Asset Management, among others. Outside of his advisory work, he serves as a JV football coach at Jupiter Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Keith Gillman is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience, including roles at Morgan Stanley Private Bank, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he serves as the administrator and executor of his mother's estate. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client needs and risk tolerance to match them with appropriate advisory models and third-party managers.

Donna Childress is a financial advisor with RBC Capital Markets in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at Merrill for 12 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Andrew Strobel is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He owns ATS Private Wealth, LLC, a financial practice based in Stuart, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs planning.

Caroline Wall is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and UBS Financial Services. She is based in Stuart, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jeffrey Tuttle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a thoughtful approach to managing wealth by understanding each client's family, financial situation, and priorities to create customized and flexible wealth management strategies. Jeffrey provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. With over a decade of experience in the financial services industry, Jeffrey focuses on areas such as managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Personal Investment Advisor designation. Jeffrey emphasizes educating his clients about their financial choices and portfolios while collaborating with their legal and tax professionals to implement estate and tax planning services. Jeffrey obtained both his Bachelor's and Master's degrees from Florida Atlantic University, including a Master of Science degree in Forensic Accounting and a Bachelor of Business Administration. He resides in Saint Lucie West, Florida, with his wife and two daughters. His personal interests include adventure sports, biking, fishing, golfing, ice hockey, spending time with his family, surfing, traveling, and watching movies.

Donna Slater is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2011. Prior to her financial services career, she was employed by the School District of Palm Beach County for 12 years. Outside of advisory work, she is involved in sales of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and certain corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers and custodians.

Nicole Molineux is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs tailored investment strategies implemented through a combination of in-house and third-party managers, supported by an extensive capital markets platform.

Jessica Deakins is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held her position at Morgan Stanley Smith Barney since 2010 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Virginia Lynn is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she has ownership in non-investment real estate ventures. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Jeffrey Jacobsen is a financial advisor with Raymond James Financial in Stuart, Florida, holding a Series 63 designation and having 44 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999 and is also involved with J2 Financial Services, where he serves as a registered agent. Additionally, he acts as an insurance agent specializing in non-variable term insurance, fixed annuities, and long-term care products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a range of advisory programs and institutional consulting services.

Alan Barlow is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barlow serves as treasurer on the board of the Mystic Cove of Jupiter Homeowners Association and participates on the finance committee for The Residences at the Ritz Carlton in Philadelphia. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Drew Dinzik is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a blend of in-house and third-party managers, supported by notable capital markets and asset management capabilities.

Jon Drinkwater is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise Financial Services and Ryan Beck & Co., among others. He operates Drinkwater Wealth Management as a business activity related to his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with advanced research and operational tools.