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.

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.

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.

Joshua Harrelson is a financial advisor with Morgan Stanley in Stuart, Florida. He holds a Series 66 designation and has five years of industry experience. His career includes eleven years at Merrill before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning services supported by structured discovery and firm-approved tools.

Anthony Losh is a CFP® professional with 27 years of industry experience. He currently works at Raymond James & Associates and previously spent 15 years at Comerica Securities, Inc., followed by a year at Ameriprise. He serves as a Finance Council Member on the investment committee for St. Joseph Catholic Church. Raymond James & Associates, Inc. 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, investment consulting, and municipal advisory services.

John Wiswell is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services for 17 years. Wiswell is also the owner of Wiswell Financial Services LLC, where he serves as a registered representative and advisor while managing social media and public outreach for the securities business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios incorporating various investment products and supports a mix of discretionary and non-discretionary account management options.

Sean Chrissinger is a financial advisor with LPL Financial in Stuart, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Ameriprise Financial Services, Inc. from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Maurice Levesque Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and at Pruco Securities, LLC. from 1987 to 2024. Outside of advisory services, he sells and services non-sponsored fixed insurance products through Implecon Financial Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party strategists, and integrates advisory programs with other financial products, including insurance offerings.

Sean Daley is a financial advisor with UBS Financial Services in Stuart, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Todd Mackler is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has held roles at Ameriprise Financial Services and Raymond James & Associates. In addition to his advisory work, he is involved as Executive Senior Partner at Totus Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Christopher Lesser is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 license and is based in Stuart, Florida. Outside of his advisory role, he serves on the Board of Governors and chairs committees at Tequesta Country Club. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional investors, and charitable organizations. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, offering capital market assumptions and probabilistic modeling to support client financial planning and asset allocation decisions.

Jacqueline Burke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. 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 advisory services.