Matthew Chiccuarelli III is a financial advisor with Commonwealth Financial Network in Malden, MA. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. He has been with Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to its advisors.

Christopher Shepherd is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Rockefeller Capital Management and his own firm, Shepherd Kaplan LLC. He also serves as a consultant for Spearhead Innovative Solutions, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Charles Morales is a Series 66-registered financial advisor with 17 years of industry experience. He has worked at PNC Investments since 2016 and spent time at J.P. Morgan Securities from 2014 to 2015. Morales is based in Fort Pierce, Florida. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Kevin Steffen is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 24 years of industry experience and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Steffen is based in Vero Beach, Florida. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Taylor Hodges is a CFP® professional with 13 years of industry experience. He is currently an advisor at Farther and has previously worked at Cornerstone Planning Group, Latitude Advisors, LLC, and GWN Securities, Inc. Hodges is also the CEO of Southern Capital Business Consulting, a consulting firm where he advises business owners on strategy. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios and focuses on personal fiduciary clients.

Edward Moor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Kite Capital Partners and Frazier Capital Valuation. In addition to his advisory role, he is an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager selection process and offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and manager monitoring services.

Susan Green is a financial advisor with Eagle Strategies (New York Life) based in Ft. Pierce, FL. She holds Series 63, 65, and 66 designations and has 40 years of industry experience. Susan has been with Eagle Strategies since 2018 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations to meet client objectives and plan sponsor requirements.

Diane Nelson is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 25 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 charitable organizations, and offers a range of financial planning and consulting services with a generally non-discretionary approach.

Robert Huskins is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 designation and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Prentis is a CFP® professional with 44 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Robert Bryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1973 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers services including financial planning, third-party asset manager access, and participation in wrap programs.

Adam Bille is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he assists clients in strengthening their financial plans to help them achieve their financial goals. Prior to his current position, Adam held several roles at Fidelity Investments, including Investment Consultant from 2015 to 2016, Financial Representative from 2014 to 2015, and Full Trader from 2013 to 2014. His professional experience is centered around financial consulting and investment services. Adam's personal values include compassion, integrity, and trust.

Lori Wolfe Lazorik is a Series 66-licensed financial advisor with UBS Financial Services in Fort Pierce, Florida, where she has worked since 2004. She has 22 years of industry experience. Outside of her advisory role, she is involved with a Women’s Networking Group in Vero Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

James Mark McLaughlin is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding Series 63 and 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as executor for the estates of John and Alice McLaughlin. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Saum is a Resident Director at Merrill, where he leads a team focused on delivering personalized wealth management strategies to clients and their families. He specializes in solving complex financial problems and works closely with clients to navigate liquidity events and achieve worry-free retirements. Matt's expertise encompasses executive compensation, family wealth management, new wealth management, individual and corporate investment strategies, tax minimization, and retirement income planning. He takes a holistic approach by integrating investment planning, lending access through Bank of America, and tax-efficient portfolio management. His practice primarily serves legal and financial professionals and assists them in navigating the financial markets. Prior to joining Merrill Lynch Wealth Management, Matt worked on the institutional finance side at Morgan Stanley and Telsey Advisory Group. He holds a Bachelor of Business Administration degree in Accounting from Florida Atlantic University, where he was a member of the Trading and Investment Club. Matt is a qualified Senior Portfolio Advisor and holds the Personal Investment Advisor (PIA) designation.

Adam Taylor is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Adam has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Director of Field Training, Financial Consultant, Investment Consultant, and Financial Representative. His experience spans leadership, training, and client advisory functions within the firm.

Kristen Ragusin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and with 33 years of industry experience. She previously worked at Merrill and Bank of America before joining Raymond James in 2020. Outside of her advisory role, she is an author and consults on developing local currencies for community initiatives. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Stephen Costa is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at TD Private Client Wealth, Fisher Investments, and E*TRADE. He is also an associate and relationship manager at The Kanner Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, goal-based advice supported by analytical modeling and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Hanson Peirce is a financial advisor at Morgan Stanley in Vero Beach, FL, holding a Series 66 license with four years of industry experience. He has been with Morgan Stanley since 2021 and previously worked at East Coast Lumber & Supply Co. from 2018 to 2020. He also spent five years affiliated with the University of Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Lorene Roccon is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63, 65, and 66 credentials and accumulating 35 years of industry experience. She has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.