Juan Gusman is a financial advisor with Edward Jones in Stuart, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked in education for over a decade, including roles with the Martin County School District and Leon County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Robert Sander is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 designation and is based in Stuart, Florida. Outside of his advisory role, he is the Chair of the Marina Committee for the Pipers Landing Yacht and Country Club homeowners association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

John Terzakis is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Whitney is a financial advisor at LPL Financial with 25 years of industry experience. Before joining LPL Financial in 2024, he worked at UBS Financial Services for 11 years. Outside of his advisory role, he is the president and owner of Native Times LLC, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating model portfolios and research, and provides both discretionary and non-discretionary management across its offerings.

Russell Rykse is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was involved in yacht sales and currently co-owns a medical skincare and wellness business with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Joseph Marton IV is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Trinity Wealth Securities and Florida Financial Advisors from 2019 to 2025. Outside of his advisory role, he has experience in event catering through Bradford Catered Events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Daniel Weaver is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Merrill from 2015 to 2019 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Lisa Nagel is a Certified Financial Planner (CFP®) with 35 years of industry experience. She has been with J.P. Morgan Securities LLC since 2016 and also has experience at JPMorgan Chase Bank, N.A. and Jawsome Inc. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Mark Tulley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to client needs, supported by proprietary research and planning tools.

Tracy Newman is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Morgan Stanley Wealth Management for five years before joining Merrill in 2017. Outside of her advisory role, she is involved with family-held business activities. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Lee Konopka is a financial advisor with Morgan Stanley in Hobe Sound, FL, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Lee Curtis is a Series 66 licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has 19 years of industry experience and has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Dennis Oleszkowicz is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with UBS and UBS PaineWebber since 2003. Outside of his advisory role, he is involved in real estate ownership. 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, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Quinton Stuard is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting mid- to late-career professionals in navigating complex financial decisions by providing structure, perspective, and disciplined planning. Quinton focuses on long-term planning and behavioral finance to help clients make informed decisions without unnecessary stress. He primarily works with clients on executive compensation, personal retirement planning, and tax minimization. Quinton serves individuals who often seek an additional perspective or validation on their financial choices and is committed to building lasting client relationships. Quinton holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Grace Christian Academy and attended Indiana Wesleyan University without obtaining a degree. Originally from the Midwest, he recently relocated to Jupiter, Florida with his wife and their Goldendoodle. He is involved in the Jupiter Inlet Lighthouse community and has personal interests including fishing, golfing, and surfing.

Robert White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, Wells Fargo Bank NA, and Allen & Co. since 2016. J.P. Morgan Securities 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 when recommending strategies.

Thomas Cassano is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Donald Mc Glynn is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting all aspects of clients' financial lives to help them prioritize goals that matter most, offering personalized wealth management strategies that address the evolving market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Donald brings expertise in college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a former military officer and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Master's Degree from Embry-Riddle Aeronautical University and a Bachelor's Degree from the University of South Florida. Donald is involved in community activities with organizations such as the National Multiple Sclerosis Society, Southeast Florida Honor Flight, and the Stuart Air Show. His personal interests include adventure sports, camping, hiking, running marathons, spending time with family, and traveling.

Malerie Bloomquist is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rron Sezairi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at TD Bank and has been involved in founding and operating an interior renovation and construction business, U.S. & Associates Painting Corp., where he serves as president. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 plans, corporations, and charitable organizations.

Steven Warch is a financial advisor with Merrill in Jupiter, Florida, holding a Series 63 designation and 41 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he is involved with an organization named Home in Hobe Sound, Florida. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.