Somphavanh Inthisane Lovanh is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2003. Outside of his advisory role, he manages Lovanh Family Farm, LLC, a family farm in Florida that grows organic sub-tropical fruit trees and vegetables, and raises livestock, with a storefront selling produce to the public. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Angel Berlanga Rodriguez is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked with Saint Lucie County Schools, Chick-Fil-A, Village Green Elementary, and Payless Shoesource. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Evangeline Bruhn is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Equitable Advisors since 2002 and also maintains a long-standing accounting practice through Evangeline Grissom Bruhn CPA Inc., where she serves as president. Additionally, she is involved as a board member of the Building Officials Association of the Treasure Coast. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs, providing a range of investment options and ERISA fiduciary services.

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.

Todd Mackler is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Mackler is also involved as an executive senior partner in Totus Wealth Management, LLC, and serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management services, financial planning, and access to third-party money managers.

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.

Brandon Santillo is a financial advisor with Edward Jones in Port St Lucie, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has prior experience including roles at BiteSquad, Old Marsh Golf Club, and Woodmont Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Stephen Bell Sr is a financial advisor with Cambridge Investment Research Advisors in Port St. Lucie, FL. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation. Outside of advising, he serves as an independent insurance agent and is a vice president at Griffin Distribution Partners. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and offers proprietary and third-party model strategies.