Tracy Potter is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley before joining J.P. Morgan in 2013. Outside of his advisory role, he operates a photography business focusing on nature, scenery, and special occasions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice and manager searches supported by systematic quantitative and qualitative research.

Laurie Schoen is a financial advisor with OSAIC in Tequesta, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at OSAIC since 1990 and has prior experience with Paradigm Consulting and D'arcangelo Financial Group. Outside of investment advisory, she serves on the board of the Charles T. Sitrin Health Care Center Foundation and is involved with several nonprofit and business entities in financial oversight roles. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process incorporating asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Maria Bedoya is a financial advisor at OSAIC with 33 years of industry experience. She holds the ChFC® designation and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. Beyond her advisory role, Bedoya serves as a Divorce Financial Coach, volunteers as a Past President and Ambassador for the Million Dollar Round Table, and participates on the Investment Advisory Council for the Diocese of Palm Beach. OSAIC Wealth serves a broad client base including individual investors, retirement plans, charities, and corporate clients, offering advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, leveraging a complex affiliate network and scale from recent consolidations.

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 C-suite executives, business owners, and younger couples focused on building wealth and family financial stability. He works with a select number of households to provide personalized financial strategies that align with each client's unique goals and life circumstances. Scott emphasizes understanding the enduring purpose of clients' money and integrates retirement benefits consulting into his advisory approach. With decades of experience as a financial advisor, accountant, consultant, and 401(k) provider, Scott incorporates a comprehensive perspective into portfolio management and financial planning. He has overseen the establishment of over 100 company-level 401(k) and profit-sharing plans and leverages resources from Merrill's Chief Investment Office to customize investment strategies. He holds industry credentials including Certified Plan Fiduciary Advisor (CPFA), Retirement Benefits Consultant (RBC), and serves as a Senior Portfolio Advisor. Scott earned a Bachelor of Science degree in Accounting from Miami University (Ohio). He resides in Hobe Sound with his wife and two teenage children. His personal interests include boating, fishing, golfing, singing, table tennis, traveling, watching movies, and supporting his children's concerts and performances.

Mark White is a financial advisor with LPL Financial, holding a Series 66 credential and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by investment adviser representatives who use a range of strategies and tools.

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.

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 with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons. Outside of advisory work, he is the president and owner of Native Times LLC, a business unrelated to his investment activities. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

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 based in Stuart, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining LPL in 2025, he spent six years with Trinity Wealth Securities and Florida Financial Advisors. He also has experience outside the financial sector, including running Bradford Catered Events from 2016 to 2019. 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 portfolios, third-party asset management, and institutional platforms.

Daniel Weaver is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019 and previously held a position at Merrill from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Lisa Nagel is a CFP® professional with 35 years of industry experience, currently serving at J.P. Morgan Securities since 2016. Her prior roles include positions at Jawsome Inc. and JPMorgan Chase Bank, N.A. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program that emphasizes asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and incorporates ESG criteria within its investment recommendations.

Mark Tulley is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Wells Fargo Advisors since 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that include specialized planning areas such as business-owner transition and sports and entertainment planning.

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, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, UBS Financial Services, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct client engagement and corporate financial planning 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.