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 Siplin is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member at Greater Mount Pleasant Primitive Baptist Church in Fort Pierce, FL. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including retirement plans and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

Claudia Jean is a financial advisor with Primerica Advisors in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to her current role, she worked at Rivers Edge Elementary School for four years. Outside of her advisory work, she manages Jean Legacy LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Garrett Kent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and Bank of America, N.A. Before entering the financial sector, he spent six years with St Lucie Public Schools. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karen Lemay is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has worked at several notable firms, including Citigroup Global Markets, Morgan Stanley, PNC Wealth Management, and Wells Fargo Clearing. Lemay has been with Merrill since 2017. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Bell Sr is a financial advisor with Cambridge Investment Research Advisors in Port St. Lucie, FL. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation. Outside of advising, he serves as an independent insurance agent and is a vice president at Griffin Distribution Partners. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and offers proprietary and third-party model strategies.

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.