Sherrie Estes is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to her current role, she was employed at Rexburg Housing and Brigham Young University Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Donald Jacobs is a financial advisor with LPL Enterprise based in Port Saint Lucie, FL. He holds the CFP®, ChFC®, and Series 66 credentials and has 40 years of industry experience. His previous roles include long tenure at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services like financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Clark is a financial advisor with Morgan Stanley in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Millie Duzanson-Baptiste is an Investment Management Consultant II currently working with Fidelity Investments since 2023. She has served in various financial advisory roles, including Vice President and Financial Solutions Advisor at Merrill Lynch - Bank of America from 2016 to 2023, and as a Team Financial Advisor there from 2014 to 2016. Prior to that, she worked in mortgage and home lending roles at Bank of America and Wells Fargo from 2006 to 2014. Throughout her career, Millie has focused on building customized financial plans tailored to the unique needs and priorities of her clients and their families. She emphasizes partnership and collaboration in investment decision-making to simplify clients' financial lives. Outside of her professional work, Millie has interests in comedy, cooking and baking, fitness, social events with friends, and music.

Reggy Baptiste is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 65 and Series 63 licenses and with 16 years of industry experience. He has worked at Primerica Financial Services since 2007 and has been with Primerica Advisors since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, relying primarily on model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

David Hanson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, PNC Wealth Management, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Walter Loin is a CFP®, ChFC®, and Series 63 credentialed advisor with Ameriprise, based in Port St Lucie, FL, and has 33 years of industry experience. He has worked at Ameriprise since 2002, including its predecessor entities. Outside of his primary role, he serves as an Accredited Financial Analyst (AFA) with sponsoring advisor William Munn, providing investment recommendations and leading Investment Committee meetings for the team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a managed product ecosystem.

Michael Pisacane is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 licenses and possessing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. for 23 years. Pisacane serves as a director for Pineapple Playhouse, a nonprofit community theater involved in play selection. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Mark Rolnick is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of advising, he is involved in insurance sales through various fixed companies under the private client group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs, often leveraging third-party asset managers and emphasizing personalized client risk assessment and program matching.

Alisa Jaffe is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Thomas Pollock Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at UBS Financial Services, Inc. and Alpha Beta Gamma Wealth Management. He is also involved with Brendon Pierson Inc., where he provides financial planning, tax planning, and investment guidance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment platforms, managing over $256 billion in assets through a network of more than 10,000 advisors.

Darren Mingear is a financial advisor at Edward Jones in Vero Beach, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MAPing Leadership and Indian River State College. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

James Gibney is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 66 registrations and having seven years of industry experience. His prior experience includes roles at Fidelity and New York Life, among others. Outside of his advisory work, he provides sales and leadership coaching through James Gibney Coaching, Inc. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Howard Iberger is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Matthew Billitti is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Edward Jones and Rehmann Financial Network. He is active in his community, holding board positions with Big Brothers Big Sisters of Palm Beach and Martin Counties and the Port St. Lucie Historical Society, and serves as president of the Port St. Lucie Sunset Rotary Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related services, combining non-discretionary advisory relationships with access to affiliated discretionary managed accounts and alternative investment offerings.

Shawn Higginbotham is a CFP® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at Lion Street Financial, Csenge Advisory Group, FSC Securities Corporation, and SII Investments. Outside of his advisory role, he manages marketing and social media for a group of accounting firms through Jones & Company, LLC. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, and charitable organizations, utilizing firm-approved tools to support collaborative, goal-oriented planning.

Robert Lamb is a financial professional with 19 years of industry experience, currently affiliated with OSAIC Wealth Inc. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and SunTrust Advisory Services. Lamb also owns Lamb Financial Services, a sole proprietorship advising clients on securities, annuities, and insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a complex network of affiliated broker-dealers, asset managers, and trust companies.

Kristina Garrison is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 13 years of industry experience, previously working at American Portfolios Financial Services before joining Equitable Advisors in 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a mix of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Alexis Dergalis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors. Outside of his advisory role, he volunteers at Graceway Village assisting disadvantaged and homeless individuals and is an author of fiction novels. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Brisel Gauthier is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Fidelity, Gauthier worked at Morgan Stanley for seven years and Ameriprise for one year. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.