Stephen Bell Sr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 37 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. Outside of his advisory role, he serves as an independent insurance agent and holds a vice president position with Griffin Distribution Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of portfolio management options and proprietary and third-party strategies 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.