Paula Earll is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 broker-dealer and investment adviser registrations, delivering advisory services through a non-discretionary program where clients retain final decision-making authority.

Randy Vasquez is a financial advisor with Merrill in Port Saint Lucie, FL. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Bank of America, N.A., and Arrigo Chrysler Dodge Jeep Ram. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James O'Connor is a CFP® professional with 29 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2021. He previously spent nine years at Stifel. Outside of his advisory role, O'Connor is an independent insurance agent and a member of the Rotary Club in Fort Pierce, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals utilizing a variety of portfolio management and advisory strategies.

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, holding Series 63, 65, and 66 licenses and bringing six years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Co, General Security, and United Central Security Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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® professional affiliated with Cambridge Investment Research Advisors, with 18 years of industry experience. She has worked at multiple firms including Sigma Financial Corporation and National Planning Corporation before joining Cambridge in 2023. Burns also holds the Series 63 and Series 66 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Joseph Engleby is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial and Nazareth Investment Services. Outside of his advisory work, he is a co-signer on a restaurant owned by his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial and Seacoast Bank in 2025, he has held roles in education and watersports businesses. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives, offering financial planning, advisory programs, and retirement plan consulting.

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.

John Serrecchia is a financial advisor with Mass Mutual Investors Services in Ft. Pierce, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of advisory work, he is also an enrolled agent providing tax preparation services and operates as an independent insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Edward Bamberg is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and more than 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Bank of America, including Merrill. Outside of his advisory role, he is involved with Blackheath Partners and maintains non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2003. Outside of his advisory work, he serves as a director for Pineapple Playhouse, a nonprofit community theater in Fort Pierce, Florida. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Howard Iberger is a financial advisor at LPL Enterprise with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Prudential Insurance Company of America since 1991. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels.

Albert Wade III is a financial advisor with OSAIC in Port St Lucie, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 17 years. Wade is actively involved in nonprofit service organizations, serving in leadership and board roles with the Florida Lions Foundation for the Blind, the St. Lucie West Lions Club, and the Florida Lions Eye Bank. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with access to a broad range of investment options and third-party money managers.