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.

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.

Thomas Bevan is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Brandon Santillo is a financial advisor with Edward Jones in Port St Lucie, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has prior experience including roles at BiteSquad, Old Marsh Golf Club, and Woodmont Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Ian Laberge is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the tire service industry with roles at Total Tire and Tire Kingdom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Melissa Barnes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at PNC Investments from 2013 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Atlas is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karen Lemay is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Bell Sr is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 credentials. He has 36 years of industry experience, including 13 years at Lincoln Financial Securities Corporation and over five years with Cambridge. Outside of his advisory role, he also serves as an independent insurance agent and is vice president of Griffin Distribution Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Victoria Leblanc is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial. Her prior roles include positions at J2 Financial Services, LLC, and Stuart Advisors. She also holds certification as a Divorce Financial Analyst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with tools including risk profiling and probability modeling.

John Taylor Jr. is a financial advisor at Anchor Financial Services, CPA, PA with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Taylor has been with Anchor Financial Services since 1991, where he also operates as a Certified Public Accountant and licensed insurance agent. Anchor Financial Services is an independent firm based in Stuart, FL.

Christia Roberts is the sole advisor at Christia Li Roberts, an independent firm based in Stuart, Florida. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Roberts has served on the Martin County School Board since 2018 and has managed her own advisory firm since 2002. She also has a longstanding involvement with Roberts Engineering Services, Inc. since 1987. Christia Li Roberts serves individual clients with a personalized approach through an independent advisory platform.

Eric Ebanks Jr. is a financial advisor at EBANKS Financial Solutions, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including eMed and FPL. Outside of financial advising, he operates DJ Audio Services part-time, providing music for weddings and corporate events. EBANKS Financial Solutions, LLC is an independent firm serving clients in Stuart, FL.

Robert Lipka is the sole advisor at Robert Henry Wealth Management, LLC, an independent firm located in Stuart, Florida. He holds a Series 66 designation and has 19 years of industry experience. Outside of financial advising, he is involved in thoroughbred horse racing and serves as president and owner of Celeritas Racing LLC. Robert Henry Wealth Management serves individual clients, offering personalized wealth management services.