Steven Allison is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a partner in a real estate business in Palm City, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages a broad range of assets and employs a structured process for financial planning that includes scenario modeling but does not provide individual security recommendations as part of standalone planning.

Brendan Connor is a financial advisor at Merrill with a Series 66 designation and no industry experience prior to 2026. His prior roles include work with Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and IntelliHive. He also spent over a decade as an independent contractor associated with The Loxahatchee Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Gregory is a CFP® with 39 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2015. He is a member of the Board of Directors for the Phi Sigma Kappa Fraternity, advising the active chapter on operational matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through in-house and third-party investment managers.

Kelly Pirozzi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 designations and bringing 29 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she is an associate at M&P Investment Group, where she is involved in client service activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional clients with specialized programs and services.

Radika Mangar is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds the Series 63 designation and has worked at UBS since 2009, following an 11-year tenure at Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Sally Stahl is a CFP® and ChFC® with 21 years of experience in the financial industry, all spent at Edward Jones since 2005. She is based in Jupiter, FL. Outside of her advisory role, Stahl serves as a director of Stahl Enterprises Corp, a marine-related business. Edward Jones is a full-service wealth management firm serving more than 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.

Eric Monaghan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has 18 years of experience in the financial services industry, focusing on family wealth management strategies, legacy planning, and portfolio management services. Eric works closely with clients to develop personalized financial strategies aimed at pursuing their goals. He holds a Bachelor of Science degree in Finance from the University of Florida and has completed the Certified Private Wealth Advisor (CPWA) designation through the Investments & Wealth Institute in partnership with the Yale School of Management. Eric is also a Personal Investment Advisor (PIA) and a member of the UF Alumni Association. Eric resides in Jensen Beach, Florida with his wife and three children. He and his family enjoy camping, golfing, surfing, fishing, and exploring state parks. Eric is involved in his community and participates in activities such as Treasure Coast Hockey.

Jason Feldman is a financial advisor with MassMutual Investors Services in Jupiter, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and its investment management division for 16 years before joining MassMutual in 2017. Outside of his advisory role, he is involved in outside insurance sales, including individual and group life and health insurance. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various investment programs.

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 has worked at LPL Financial since 2016 and previously held roles at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of more than 22,800 advisors.

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. His prior roles include positions at Oppenheimer & Co., UBS Financial Advisor, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He also manages a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, distinguished by its large scale and diverse financial service offerings.

James Drinkwater is a Series 66-licensed financial advisor with LPL Financial in Jupiter, FL. He has less than one year of industry experience and previously held positions at Drinkwater Wealth Management, UCF, and Lockheed Martin among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Travon Sexton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge since 2013 and has prior experience at Signator Investors, Inc. and Osaic FA, Inc. Sexton is involved in community service as a committee member and vice president of the Stuart Congregational Church. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

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 Certified Financial Planner (CFP®) based in Stuart, Florida, with 35 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Invest Financial Corporation and Seacoast National Bank, where he has been associated since 1989. 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 financial planning and investment management solutions, utilizing various portfolio strategies and technology tools while supporting a large network of advisors.

Mark Zobl is a CFP® professional with 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016. Prior to that, he spent 27 years at Metlife Securities Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual engagements.