Patrick Kenny is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, including prior roles at Metlife Securities and MassMutual Life Insurance Company. Outside of advising, he co-hosts a broadcast show focused on real estate building and networking. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved tools to support comprehensive client planning.

John Wiswell is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services for 17 years. Wiswell is also the owner of Wiswell Financial Services LLC, where he serves as a registered representative and advisor while managing social media and public outreach for the securities business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios incorporating various investment products and supports a mix of discretionary and non-discretionary account management options.

David Cole is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera in 2023, he worked at VOYA Financial Advisors from 2014 to 2021 and at Cetera Wealth Services, LLC starting in 2021. He is also president and owner of Retirement Income Resources, LLC, a firm engaged in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Kyle Stone is a financial advisor with Edward Jones in Tequesta, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Stone serves on the Board of Trustees for Good Shepherd Episcopal School in Tequesta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a network of over 23,700 financial advisors nationwide.

Richard Curley is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2026, he spent 13 years with Cambridge Investment Research Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sean Chrissinger is a financial advisor with LPL Financial in Stuart, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Ameriprise Financial Services, Inc. from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kate Logan Lindgren is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Advisors in 2022, she worked at Port Salerno Elementary School from 2014 to 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research, planning tools, and multiple financial product channels.

Sean Daley is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, FL, where he has worked for 14 years. He has 24 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm operates both as an advisory and principal trading institution, providing a broad range of capital markets services alongside wealth management.

Christopher Lesser is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 license and is based in Stuart, Florida. Outside of his advisory role, he serves on the Board of Governors and chairs committees at Tequesta Country Club. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional investors, and charitable organizations. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, offering capital market assumptions and probabilistic modeling to support client financial planning and asset allocation decisions.

Jacqueline Burke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Thomas Bevan is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Amy Lippiello is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2016. She is also associated with Frost Financial Services, Inc. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, using tailored, non-discretionary planning supported by analytical tools and a large advisor network.

Louis Croce III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He worked at UBS Financial Services for 27 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and provides access to various investment products and strategies.

Daniel Webb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been employed as a financial advisor since graduating college in 1983, beginning his career at PaineWebber/UBS Financial Services, Inc., where he worked for 32 years and earned the title of Wealth Advisor. Since 2011, he has partnered with Senior Financial Advisor Michael McCormack on a growing wealth management team. In August 2015, their team transitioned to Merrill Lynch Wealth Management, benefiting from the firm’s technology, research, and resources. Dan’s expertise includes executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. He holds a Bachelor’s Degree from Franklin and Marshall College and is a designated Personal Investment Advisor (PIA). He lives in Juno Beach, Florida, and works in the Jupiter, Florida office. Outside of his professional career, Dan enjoys golfing, basketball, cooking, genealogy, reading, watching movies, and traveling on historical trips. He lives with his wife Laurie and they have three adult children.

Melissa Barnes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at PNC Investments from 2013 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Atlas is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karen Lemay is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 plans, corporations, and charitable organizations.

Victoria Leblanc is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial. Her prior roles include positions at J2 Financial Services, LLC, and Stuart Advisors. She also holds certification as a Divorce Financial Analyst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with tools including risk profiling and probability modeling.

Susana Martin Ortega is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Bank of America, Sunshine Animal Hospital, and Florida International University. 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 individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

John Taylor Jr. is a financial advisor at Anchor Financial Services, CPA, PA with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Taylor has been with Anchor Financial Services since 1991, where he also operates as a Certified Public Accountant and licensed insurance agent. Anchor Financial Services is an independent firm based in Stuart, FL.