Jason Feldman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mass Mutual and Northwestern Mutual throughout his career. In addition to his advisory role, he is involved in outside insurance sales, focusing on individual and group life and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides comprehensive financial planning and asset management services using collaborative, technology-supported approaches.

Richard Atcavage is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at UBS Financial Services for 33 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive retail and institutional capabilities.

Stephen Dillemuth is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting supported by model portfolios and research.

Joseph Cataldo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to helping clients achieve their financial goals and dreams through personalized strategies. His focus areas include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. Joseph holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Coral Springs High School and an Associate's Degree from Broward Community College. In his personal time, Joseph enjoys boating, cooking, fishing, ice hockey, reading, and spending time with his family.

Julie Fox is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has eight years of industry experience, including two years at NBC Universal/Universal Orlando Resort prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm provides a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, operating under a fiduciary standard.

Juan Sardinha is a financial advisor at Merrill in Jupiter, FL, holding a Series 63 designation with 29 years of industry experience. He has worked at Merrill since 2005 and has been associated with Bank of America since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Navaretta is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at UBS Financial Advisor for 10 years and Oppenheimer & Co., LLC for 2 years. Outside of his advisory role, he manages PJMNAV LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, leveraging model portfolios and various research resources.

James Drinkwater is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his career in 2026. Prior to joining LPL, he has a background that includes roles at Drinkwater Wealth Management, the University of Central Florida, and Lockheed Martin. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and investment management services supported by research from LPL and third-party providers.

Travon Sexton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and Cambridge Investment Research Inc since 2013. Sexton serves as a committee member and vice president for administrative duties at Stuart Congregational Church. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and other clients. The firm offers a variety of investment strategies and platforms, delivering services through a network of independent financial professionals.

Kelley Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been serving clients since 1997 and is part of a team focused on personalized wealth management strategies. Kelley helps clients gather, grow, and transfer their wealth by engaging in in-depth discussions to identify their most important financial goals. Her client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kelley holds a Bachelor's Degree from North Carolina State University and completed an Accredited Certificate Program at East Carolina State University. She holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Having lived in the Stuart area since 2001, she is actively engaged in her community, including volunteering with Habitat for Humanity. Outside of work, Kelley enjoys antiquing, interior decorating, music, traveling, spending time with her family, and watching movies.

Peter Lowery is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2017. He previously worked at Invest Financial Corporation for six years and has a longstanding tenure at Seacoast National Bank dating back to 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Mark Zobl is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities Inc. for 27 years and has been associated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes collaborative, annual planning engagements supported by advanced software tools and provides investment recommendations without discretionary authority.

Tracy Potter is a financial advisor at J.P. Morgan Securities with 17 years of industry experience and holds a Series 63 designation. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2013. Outside of her advisory role, she operates a self-employed photography business focused on nature, scenery, and special occasion photography. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Laurie Schoen is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Empire Retirement Plans, LLC and D'arcangelo Financial Group. Outside of her advisory role, she serves on the board of the Charles T. Sitrin Health Care Center Foundation and participates in financial oversight for the nonprofit Empowered Pathways. OSAIC serves a diverse client base ranging from individual investors to institutions, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports a wide range of third-party managed account solutions.

Maria Bedoya is a financial advisor at OSAIC with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services and Questar Capital Corporation, and has operated her own business and served as an insurance agent. Bedoya is a member of the Investment Advisory Council for the Diocese of Palm Beach and serves as a volunteer ambassador and past president of the Million Dollar Round Table. OSAIC serves a broad client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers. The firm offers brokerage, advisory, retirement plan consulting, and managed account services, utilizing various asset-allocation tools and third-party platforms to manage diversified portfolios.

Alexander Cohen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Florida Atlantic University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving a diverse clientele that includes C-suite executives, business owners, and younger couples building wealth and families. He continues a legacy of financial advisory work that began with his father, a former Merrill advisor, with whom Scott worked for five years. His approach focuses on crafting thoughtful retirement strategies and closely collaborating with clients and their spouses to ensure personalized financial plans that align with their goals and values. Scott brings extensive experience from his background as a Retirement Benefits Consultant and has established over 100 company-level 401(k) and profit-sharing plans throughout his career. Prior to joining Merrill in 2012, he worked as a 401(k) provider at Paychex and served clients at Arthur Andersen in Chicago for six years. He holds a Bachelor of Science degree in Accounting from Miami University (Ohio) and holds the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). He is also recognized as a Retirement Benefits Consultant (RBC), First Vice President, and Senior Portfolio Advisor at Merrill. Residing in Hobe Sound with his wife and two teenage children, Scott enjoys spending time with his family at Mariner Sands Country Club, boating, fishing, golfing, working out, and supporting his children's concerts and performances. His work emphasizes identifying overlooked areas in clients' financial plans and managing liabilities to provide comprehensive wealth management solutions.

Mark White is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services, Inc. for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ronald Shultz Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of a commercial rental property business in Stuart, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.