Donald Deslauriers is a financial advisor with LPL Financial in Port Saint Lucie, FL, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at LPL Financial since 2018 and at INVEST Financial Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

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.

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 financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked with Saint Lucie County Schools, Chick-Fil-A, Village Green Elementary, and Payless Shoesource. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Equitable Advisors since 2002 and also maintains a long-standing accounting practice through Evangeline Grissom Bruhn CPA Inc., where she serves as president. Additionally, she is involved as a board member of the Building Officials Association of the Treasure Coast. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs, providing a range of investment options and ERISA fiduciary services.

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, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include twelve years at Ameriprise Financial Services and five years at Ameriprise Advisor Services. He operates a DBA, Chrissinger Capital Wealth Management, affiliated with his LPL practice. 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, third-party asset management, and institutional platforms, supported by technology tools for advisors.

Sean Daley is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, FL, where he has worked for 14 years. He has 24 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm operates both as an advisory and principal trading institution, providing a broad range of capital markets services alongside wealth management.

Todd Mackler is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Mackler is also involved as an executive senior partner in Totus Wealth Management, LLC, and serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management services, financial planning, 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 20 years of industry experience. She has worked at Raymond James since 2008 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. for a combined three years. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

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.