Robert Lamb is a financial advisor with Osaic Wealth, Inc. based in Fort Pierce, Florida. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial services industry. Prior to joining Osaic in 2024, Lamb worked at Cetera Advisors LLC and SunTrust Advisory Services. He is also the owner and president of Lamb Financial Services, providing financial advice on securities, annuities, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on discretionary or non-discretionary bases.

Alexis Dergalis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he volunteers at Graceway Village assisting disadvantaged and homeless individuals, serves as president of his local homeowners association, and is an author of fiction. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

David Riley is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions with TD Private Client Wealth LLC and Raymond James Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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 in Fort Pierce, FL, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of her advisory role, she is a software developer and president of Bible IQube, a visual Bible project. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Keith Newman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Gaines is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, New York Community Bank, LPL Financial, and Wells Fargo. Gaines serves as a trustee for family trusts and is involved in his own investment advisory business and insurance activities through Freedom Financial Group, LLC. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

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.

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 the Series 63 designation and has worked at LPL Financial since 2018, having previously been with INVEST Financial Corp. since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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 designations and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and at Pruco Securities, LLC. from 1987 to 2024. Outside of advisory services, he sells and services non-sponsored fixed insurance products through Implecon Financial Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party strategists, and integrates advisory programs with other financial products, including insurance offerings.

Thomas Siplin is a financial advisor with LPL Enterprise based in Fort Pierce, Florida, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a non-profit board member at Greater Mount Pleasant Primitive Baptist Church, assisting with administrative duties. 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 various investment and insurance products through an integrated platform.

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.