Bernard Adair is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1991 and has been associated with Bank of America, N.A. since 2012. Outside of his advisory role, he works part-time as a golf course ranger at Jonathans Landing Golf Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Stern is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at Citigroup Global Markets for 15 years and various divisions of Morgan Stanley since 2008. 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 and financial planning services, utilizing structured discovery processes and advanced modeling tools to support clients' planning needs.

David Hudson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Lincoln Financial Advisors, Merrill, Morgan Keegan & Company, and Osaic FA, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Mcdermott is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at Mass Mutual Investors Services, Massmutual Life Insurance Company, and AllState Insurance Company. 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 portfolio programs, third-party asset management, and institutional platforms.

Joe Shewmaker is a financial advisor with Primerica Advisors in Jupiter, FL, holding a Series 65 designation and 14 years of industry experience. He has worked at Primerica Advisors since 2012 and previously spent 12 years with Martin County Schools. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from third parties.

David Giunta is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, UBS Financial Services, and Merrill. Outside of his advisory work, he co-owns a retail guitar business with his spouse. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Diane Bilello is a financial advisor with Equitable Advisors in Jupiter, FL, holding Series 66 and Series 63 licenses and bringing 42 years of industry experience. She worked at Lincoln Investment Planning, Inc. for 36 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and emphasizes risk assessment to tailor solutions, providing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Harris is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. His approach involves ongoing advice and portfolio adjustments to respond to changes in clients' situations. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida Atlantic University. Outside of his professional role, Daniel enjoys fishing, golfing, reading, swimming, and spending time with his family.

David Rosendahl is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones and its predecessor entity since 1998. Outside of his financial advisory role, he serves as chief of deliberate plans for the U.S. Army Element Special Operations Command South Reserve Duty and holds a leadership position as president and majority shareholder of Sylvan Shores Harbor, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Kenyon Laughrey is a Series 66-licensed financial advisor with LPL Financial, based in Stuart, FL, and has seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2019 to 2023. Outside of advising, Laughrey is also the owner of Kenyon Lockry Music LLC, where he works as a singer, songwriter, and entertainer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

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® professional with 33 years of industry experience, currently with Osaic since 2025. He previously spent 27 years at Lincoln Financial Advisors Corporation. He is also involved as an agent offering life settlements through Sagemark Consulting in Jupiter, Florida. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment process with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Rosemary Phillips is a financial advisor with Morgan Stanley in Stuart, FL, holding a Series 63 designation and 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.

Julie Rice is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by operational and research tools.

Bradley Sonnier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial in two separate periods, totaling four years, and has prior experience at Trinity Wealth Securities and Florida Financial Advisors. Outside of advisory work, he is involved with Sonnier Brothers LLC, a non-investment-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Kenneth Katcher is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2017, including prior service at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income strategies, combining internal research, third-party data, and algorithmic analysis.

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.