Joseph Gorel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he worked at UBS Financial Services for three years. Outside of finance, he assists a family friend’s home automation company, Seagull Electronics, with installation and repair on occasion. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

John Michael is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2012 to 2014. Outside of his advisory role, he is an independent travel agent for Expedia Cruises, based in Fort Lauderdale. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 Series 66-licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in Stuart, Florida. His prior experience includes roles at JPMorgan Chase Bank and Bank of America. He serves as a board member on the Finance Council for St. Elizabeth Ann Seton Catholic Church, advising on parish budgeting and financial administration. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

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 a Series 63 designation and has worked at LPL Financial since 2018, following 23 years at INVEST Financial Corp. based in Port Saint Lucie, FL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claire Holmes is a financial advisor with J.P. Morgan Securities in Jensen Beach, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. Her prior firms include Wells Fargo Clearing and Wamu Investments, Inc. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

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 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 financial advisor with Raymond James & Associates in Stuart, Florida, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 28 years of industry experience, including prior roles at Ameriprise, Comerica Securities, Cetera Investment Services, and Natcity Investments. He serves on the finance and investment committee of St. Joseph Catholic Church in Stuart. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning, non-discretionary consulting, and institutional fiduciary solutions, leveraging a range of portfolio management styles and affiliated research resources.

John Wiswell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Universal Financial Consultants, Raymond James Financial Services, and Prudential Equity Group. He is the owner of Wiswell Financial Services LLC, through which he engages in securities advising and content creation, including managing social media and public outreach. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and corporate clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and broad platform capabilities spanning multiple investment and lending programs.