David Riley is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining proprietary research with third-party strategies and advanced operational tools.

Samuel Mingear is a financial advisor at Edward Jones with 9 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2024, he worked at Bank of America and Merrill Lynch from 2017 to 2024 and previously was affiliated with the University of Central Florida from 2015 to 2017. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Silvana Cuadrado is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 15 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of financial advising, she is a software developer and serves as president of Bible IQube, a visual Bible project. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Keith Newman is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Gaines is a financial advisor with OSAIC based in Port St Lucie, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Royal Alliance Associates, New York Community Bank, LPL Financial, Wells Fargo, Merrill, and Truist Investment Services. He serves as a trustee for a family trust and operates an investment advisory business under Freedom Financial Group, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various programs and third-party manager options.

James Elam is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. In addition to his advisory work, Elam is president and director of a public accounting practice and serves as treasurer for a local church, as well as a board member of a private charitable foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and institutional consulting across a large advisor network.

George Gallo is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His work history includes roles at GraniteArch Wealth Management and Wallace Auto Group. Outside of finance, he has been associated with the Augusta National Masters Tournament. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

Kenneth Wathen is a financial advisor at Raymond James Financial in Vero Beach, FL, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its affiliate since 2009. From 2017 to 2020, he served as an advisor at Rosemare L Spytek Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized capabilities in municipal finance and employer advisory services.

Steven Connell is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2014 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Donald Deslauriers is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018, following 23 years at INVEST Financial Corp. based in Port Saint Lucie, FL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rodriquez Gaskin is a financial advisor with Primerica Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, he serves as president of Team Redeemed, Inc., an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap-fee structure while maintaining oversight of portfolio models and manager selection.

Daniel Mace is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Cetera and its related entities since 2000. In addition to his advisory role, he owns and operates a tax and accounting practice, Daniel Mace, CPA, PA, and serves as a board member for Bridgewater Association Inc., a commercial building association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a national network of independent advisors and employs a multi-manager platform with diverse investment program options.

Anne Vliegenthart is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kanner Group LLC and Nautilus Wealth Advisors. Outside of her financial advisory role, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and maintains an active legal practice drafting documents and interacting with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Maurice Levesque Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Outside of advisory work, he is involved with Implecon Financial Services, Inc., where he sells and services non-sponsored fixed insurance products under a Prudential contract. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, with a notable role in non-securities products and related services.

Thomas Siplin is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member at Greater Mount Pleasant Primitive Baptist Church in Fort Pierce, FL. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including retirement plans and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ian Laberge is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the tire service industry with roles at Total Tire and Tire Kingdom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Claudia Jean is a financial advisor with Primerica Advisors in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to her current role, she worked at Rivers Edge Elementary School for four years. Outside of her advisory work, she manages Jean Legacy LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Garrett Kent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and Bank of America, N.A. Before entering the financial sector, he spent six years with St Lucie Public Schools. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.