Travis Campbell is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Outside of his advisory work, he is the founder of Fhoenix VC LLC, a holding company for personal assets. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Joseph Lafferty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors for one year. Wells Fargo Advisors is a national securities firm that serves 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Pamela Dallas is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at City National Bank, Bank of America, Merrill, and RBC Capital Markets. Pamela serves on the Board of Directors for Younglife Martin County, a Christian organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and multiple advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

David Wieseneck is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. He has worked with firms including Raymond James & Associates and Concourse Financial Group Securities Inc. In addition to his financial advisory role, he maintains a legal practice in Florida, assisting clients with minor legal issues. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies.

Guy Murray is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at PFS Investments Inc., Northwestern Mutual Investment Services LLC, Raymond James and Associates, and Primerica. Outside of financial advisory work, he was involved with Action Hurricane Shutters for several years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach with discretionary management support, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Dina Lictro is a financial advisor at UBS Financial Services with 26 years of experience in the industry. She holds Series 63 and Series 66 designations and has been with UBS since 2011. Outside of her advisory work, she engages in independent sales with Avon and participates as a member purchaser for Melaleuca, a retail company specializing in natural household and personal products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Verlin Heiman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Verlin’s client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. In addition to his role as a financial advisor, Verlin follows the Merrill tradition of community involvement, dedicating time to volunteer with local organizations. His personal interests encompass basketball, chess, cooking, dancing, football, golfing, hiking, music, traveling, and yoga. Verlin’s approach emphasizes working closely with clients one-on-one to develop financial strategies designed to pursue long-term objectives.

David Clapp is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Stuart, FL. He has worked within the Wells Fargo network since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Christopher Marchica is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior financial advisor on The Weinberg Group. He specializes in providing financial services and wealth management advice to a select group of clients, helping them accumulate, preserve, organize, and structure their wealth with a focus on aligning to their personal goals. His areas of expertise include college education planning, corporate benefits, equity compensation services, services for defined benefit plans, personal retirement planning, portfolio management, tax minimization, and retirement income. Christopher holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned both his Bachelor's Degree and Master of Business Administration (MBA) from Florida Atlantic University. He is married with two children and has a range of personal interests including adventure sports, biking, boating, cooking, hiking, running marathons, spending time with his family, and traveling.

Albert Lucci is a Series 63 credentialed financial advisor with 39 years of industry experience. He currently works at Morgan Stanley, having previously spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Stephen Mcgovern is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Bank of America, N.A., Merrill, and City National Bank. Mcgovern serves on the advisory board and as vice president of the Board of Directors for the Council On Aging of Martin County, a nonprofit organization providing services and programs for seniors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive capital-markets resources.

Anthony Caputo is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Charles Schwab & Co Inc, Drive Shack, and TradePro Securities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Griffin Jr. is a CFP® with 43 years of experience in the financial industry, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Dempsey Lord Smith, LLC and NewBridge Securities Corporation. Additionally, he is involved in life insurance and fixed annuity sales as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options with both proprietary and third-party model strategies tailored to client objectives.

Allison Lynne is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she held positions in retail and boutique sectors and is currently employed part-time as a bartender/server at Martin Downs Golf Club. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory services.

E. Holder is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1985, also working with Bank of America since 2009. 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional accounts.

Donna Mackay is a CFP® and CFA® charterholder with 28 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a partner in Chez M&W LLC, a property management business in Jupiter, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Sean Gorman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Sean has over 15 years of experience in the financial industry. He specializes in creating financial strategies tailored to client goals such as retirement, children's education, health care, estate, and legacy planning. Additionally, he focuses on fixed income investing to help clients establish a reliable after-tax income stream. He earned a Bachelor's Degree from the University of Florida and a Master's Degree from Northwestern University. Sean is an active member of the Kellogg Alumni Association. He resides in Stuart, Florida with his wife, Julie, and their three children.

David Bradford Jr. is a CFP®-certified financial advisor with Edward Jones, based in Jupiter, FL. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Richard Fitzsimmons is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 2002 and concurrently with Bank of America, N.A. since 2011. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Hein is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Morgan Stanley and Kestra Investment Services. Hein has also served as a financial analyst at NextEra Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.