Paula Earll is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at firms including LPL Financial, PNC Wealth Management, Natcity Investments, Equitable Advisors, and A.G. Edwards & Sons. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting with client decision-making authority.

James O'Connor is a CFP® professional with 29 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Stifel and Morgan Stanley. He is a member of the Rotary Club in Fort Pierce, Florida, and serves as CEO of Oaken Shield Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm manages assets across multiple platforms and offers both discretionary and non-discretionary portfolio management.

Ernest Joseph is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2009. Outside of his advisory role, he is involved in entrepreneurial ventures including serving as president of Hi Innovation Inc. and owning Millennials Mentorship Champion LLC, both based in Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Rene Fonseca is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at CUNA Mutual Group, NYLIFE Securities LLC, New York Life Insurance Co, General Security, United Central Security Inc, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad array of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Timothy Mc Manus is a financial advisor with Edward Jones in Port St Lucie, FL. He holds the Series 63 and Series 66 designations and has 22 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Nadine Burns is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at SPC, Sigma Financial Corporation, National Planning Corporation, Pinnacle Wealth Management, and Berthel, Fisher & Company Financial Services. Her other business activities include notary services through A New Path Financial. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a multi-platform service model.

Joseph Engleby is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and 30 years of industry experience. He previously worked at Raymond James Financial and Nazareth Investment Services. Outside of his advisory role, he is listed as a cosigner for a restaurant owned and operated by his wife. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm uses a combination of quantitative and qualitative research supported by centralized due diligence to develop model asset allocations.

James Manos is a financial advisor with Stifel in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Krysta Wright is a financial advisor at Raymond James Financial with Series 66 credentials and four years of industry experience. She has worked with various Raymond James affiliates since 2015. Outside of advising, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and acts as a healthcare power of attorney for her mother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

James Gillis is a financial advisor with LPL Financial based in Port St. Lucie, FL. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Seacoast Bank and has experience in watersports-related businesses. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad network of investment adviser representatives.

Edvadio Major is a financial advisor at Edward Jones in Fort Pierce, Florida, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Major Business Solutions Inc, Hirsch & Co CPAs, and National Holdings Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Erik Melville is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Raymond James & Associates from 2007 to 2019. Melville serves on the boards of the Arnold Palmer Medical Center Foundation and the St. Lucie County Sheriff's Foundation, supporting healthcare and law enforcement initiatives in his community. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

James Hart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial in various capacities since 2012, and previously worked at Williams Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while also maintaining specialized programs for municipal and public finance clients.

Edward Bamberg is a financial advisor with LPL Financial in Vero Beach, FL, holding CFP® and ChFC® designations and possessing 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Bank of America, Merrill, Morgan Stanley, Woodbury Financial Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing strategies that can include model portfolios, third-party subadvisors, and customized approaches.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 licenses and possessing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. for 23 years. Pisacane serves as a director for Pineapple Playhouse, a nonprofit community theater involved in play selection. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Darren Mingear is a financial advisor at Edward Jones in Vero Beach, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MAPing Leadership and Indian River State College. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

James Gibney is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 66 registrations and having seven years of industry experience. His prior experience includes roles at Fidelity and New York Life, among others. Outside of his advisory work, he provides sales and leadership coaching through James Gibney Coaching, Inc. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Howard Iberger is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Robert Lamb is a financial professional with 19 years of industry experience, currently affiliated with OSAIC Wealth Inc. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and SunTrust Advisory Services. Lamb also owns Lamb Financial Services, a sole proprietorship advising clients on securities, annuities, and insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a complex network of affiliated broker-dealers, asset managers, and trust companies.

Alexis Dergalis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors. Outside of his advisory role, he volunteers at Graceway Village assisting disadvantaged and homeless individuals and is an author of fiction novels. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.