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.

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.

Alejandro Vallejo is a financial advisor with Edward Jones in Port St Lucie, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Merrill Lynch and Wells Fargo in various roles between 2015 and 2025. 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 23,000 financial advisors and 15,000 branch offices.

William Marco is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include extensive tenure at First Allied Advisory Services and First Allied Securities. Marco is active in several nonprofit organizations and community boards, including the US-Staten Island Veterans Inc. and local civic associations. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

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.

Francis Mitchell is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Portfolios, Ameriprise Advisor Services, Inc., and Merrill. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by multiple program options and affiliated relationships.

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.

Jeffrey Sarkin is a financial advisor with Ameriprise in Port St Lucie, FL, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Ameriprise in 2019. Outside of advising, he serves as a FINRA arbitrator and owns a business used for tax planning purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Velazquez III is a financial advisor with Mass Mutual Investors Services in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with MML Investors Services since 2020 and has been affiliated with MassMutual since 2018. Outside of his advisory role, he is the CEO and founder of DV3 Financial, a financial planning and wealth management firm, and a co-founder and event director of the Port St. Lucie Business Club, a local networking group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, with a range of specialty services including estate settlement and employer-sponsored planning programs.

Jeffrey Flit is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, Citigroup Global Markets, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

Howard Rothstein is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios Financial Services, Inc. and SouthEast Investments, N.C., Inc. Outside of his advisory role, he works part-time for Uber Eats in food and package delivery. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, brokerage, and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

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.

Sheri Granaroli is a financial advisor with Ameriprise in Port Saint Lucie, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory work, she owns and manages 42 Roses LLC, providing administrative services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income sustainability and tax-aware withdrawal strategies.

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.

Heidi Clute is a financial advisor with LPL Financial in Port St Lucie, FL, holding CFP® and Series 63 credentials and having 45 years of industry experience. She has operated Clute Wealth Management, LLC for 25 years and has been affiliated with LPL Financial for 28 years. Outside of financial advising, she has owned Adirondack Stained Glass since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational purposes.

John Michael is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2012 to 2014. Outside of his advisory role, he is an independent travel agent for Expedia Cruises, based in Fort Lauderdale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.