David Rosendahl is a financial advisor with Edward Jones in Stuart, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor entity since 1998. Outside of his advisory role, he serves as president and majority shareholder of Sylvan Shores Harbor, Inc. and performs reserve duty with the U.S. Army Element Special Operations Command South. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and discretionary and non-discretionary strategies while operating under a fiduciary standard. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond traditional advisory services.

Kenyon Laughrey is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2019 to 2023 and has experience in the music industry as a business owner and entertainer. Outside of finance, he is involved as a singer and songwriter through Kenyon Lockry Music LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sandra Bailey is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Deutsche Bank AG in London and Deutsche Bank Securities Inc. She is involved outside of finance as an officer for Southern Marine Clothing and serves on the board of Fort Pierce Medical Center Inc., as well as an advisory board member for Big Brothers Big Sisters of Martin County. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and planning tools, including modeling techniques like Monte Carlo simulations, to support its financial planning process.

Gary Fuduloff is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2006 and previously at Galanti Financial Services from 2014 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

George Pratt is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2018 and previously spent nine years at Claren Road Asset Management. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including financial planning, portfolio management, and capital markets solutions.

Thomas Marcacci is a CFP® with 32 years of industry experience, currently with OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved as an agent with Sagemark Consulting, offering life settlements. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing brokerage, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes on discretionary and non-discretionary bases.

Rosemary Phillips is a financial advisor with Morgan Stanley, holding a Series 63 designation and 30 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Julie Rice is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Bradley Sonnier is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior experience includes roles at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of his advisory work, he is involved in a family business entity, Sonnier Brothers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Katcher is a financial advisor with Ameriprise in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients near or in retirement, featuring a written Recommendation Report and ongoing retirement-income planning advice informed by proprietary research and third-party data.

Diana Machado is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. She has worked with LPL Financial and operates tax and consulting businesses including DM Consulting & Tax Services, LLC. Machado is also involved with Mason Accounting & Tax Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, institutions, and organizations, using tailored, non-discretionary planning and analytical tools. The firm supports a wide network of advisors and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Stephen Garcia is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. His approach involves understanding what matters most to each client to help create effective financial plans. Garcia's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes building relationships with clients to provide ongoing advice and guidance as their financial needs evolve. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. He is fluent in English and Spanish, enabling him to serve a diverse client base.

Joshua Hall is a Series 66-licensed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2023, and previously spent seven years with Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

James Luongo is a financial advisor with LPL Financial in Palm City, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2010. In addition to his advisory work, he is a certified health coach and has authored a book related to his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse investment strategies.

Michael Cummings is a CFP® professional with 19 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and CETERA Advisor Networks LLC and is the owner of Cummings Wealth Management, a firm he has operated since 2017. Outside of advisory services, he also owns tax preparation and accounting businesses and serves as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning and uses analytical tools like risk profiling and probability modeling to tailor recommendations to client goals.

Joel Josephs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 2011 and also worked with Gaines Financial Group for the same period. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating model portfolios, third-party research, and technology-driven solutions across discretionary and non-discretionary management styles.

Peter Kakoyannis is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in its advisory approach.

Jacob Lowe is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Southwestern Insurance Group, Citrix Systems, and the University of Central Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers a range of services such as financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Paul Feinsinger is a CFP® with 27 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He has a background that includes extensive service at Avantax Insurance Agency and Avantax Investment Services, as well as operating his own CPA practice since 1983. Additionally, he serves as a personal representative in estate matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that emphasizes diverse investment strategies and program options.

Anthony Asterino is a financial advisor with LPL Financial in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1996. Outside of his advisory role, Asterino operates a CPA practice focused on general accounting and income tax preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.