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 Lynch Wealth Management based in Stuart, Florida. He began his career in the financial services industry in 1996 and transitioned from Smith Barney to Merrill in 2009. In his role, Richard focuses on developing customized financial strategies for individuals, families, and business owners, addressing goals such as wealth preservation, growth, and legacy planning. Richard holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations, both registered certifications from The College for Financial Planning Institutes Corp. He earned a High School Diploma from Jupiter, Florida. His areas of expertise 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 resides in Jupiter, Florida with his wife Amy and their two children, Karlee and Ricky. They are members of Jupiter First Church. Richard is involved with the Jupiter Tequesta Athletic Association (JTAA), particularly in youth baseball. In his free time, he enjoys boating, fishing, 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 designations and bringing 44 years of industry experience. She has operated Clute Wealth Management, LLC since 1998 and has been self-employed since 1980. Outside of financial advising, she owns Adirondack Stained Glass. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive resources and technology.

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.

John Michael is a financial advisor with Wells Fargo Clearing in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and STIFEL. Outside of his advisory work, he is also an independent travel agent with Expedia Cruises. 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 combines research from internal and third-party sources to support its investment strategies.

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 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.