Julianna Marks is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. Outside of her advisory role, she serves as a power of attorney for her spouse. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Carlie Dugan is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial in Jupiter, FL. She has been with Raymond James Financial Services since 2005 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, she serves on the investment committee of Bass Rocks Golf Club and is actively involved in client consulting with Cornerstone Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers customized, non-discretionary planning using analytical tools and supports municipal advisory work through a unique affiliation.

Benjamin Lasater is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, United Capital Financial Advisers, Goldman Sachs, and Mass Mutual. Outside of his advisory role, he is a partner in an indoor golf simulator business based in Palm Beach County, Florida. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Nunley is a financial advisor with Edward Jones in Stuart, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Joshua Harrelson is a financial advisor with Morgan Stanley in Stuart, Florida. He holds a Series 66 designation and has five years of industry experience. His career includes eleven years at Merrill before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning services supported by structured discovery and firm-approved tools.

Anthony Losh is a financial advisor with Raymond James & Associates in Stuart, Florida, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 28 years of industry experience, including prior roles at Ameriprise, Comerica Securities, Cetera Investment Services, and Natcity Investments. He serves on the finance and investment committee of St. Joseph Catholic Church in Stuart. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning, non-discretionary consulting, and institutional fiduciary solutions, leveraging a range of portfolio management styles and affiliated research resources.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Universal Financial Consultants, Raymond James Financial Services, and Prudential Equity Group. He is the owner of Wiswell Financial Services LLC, through which he engages in securities advising and content creation, including managing social media and public outreach. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and corporate clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and broad platform capabilities spanning multiple investment and lending programs.

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 at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Stone serves on the Board of Trustees for Good Shepherd Episcopal School in Tequesta, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sean Chrissinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include twelve years at Ameriprise Financial Services and five years at Ameriprise Advisor Services. He operates a DBA, Chrissinger Capital Wealth Management, affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by technology tools for advisors.

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 20 years of industry experience. She has worked at Raymond James since 2008 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. for a combined three years. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

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 10 years of industry experience. She holds the 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 role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and consulting services.

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.