Alan Rose is a financial advisor with Wells Fargo Clearing in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley in 2007. 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 combines research from internal and third-party sources to guide investment decisions.

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.

James Van Nice is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and develop plans to work towards their financial goals. James has professional experience as an Investment Solutions Representative III at Fidelity Investments from 2023 to 2025 and as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2023. Prior to that, he worked at Merrill Lynch as an Investment Solutions Representative I from 2021 to 2022 and as a Financial Advisor from 2018 to 2019. Outside of his professional work, James engages in fishing, fitness, golf, running, and volunteering.

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.

Brendt Becker is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at J.P. Morgan Asset Management and Directed Services LLC. Outside of his advisory work, Becker serves as Vice President on the Board of Directors for Business Networking International in Royal Palm Beach, FL. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and ongoing annual updates.

David Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. He worked previously at Key Investment Services LLC for 11 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with DCSN LLC, a non-investment related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and operational tools.

Michael Ferrara II is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Tradition Securities and Derivatives LLC and Morgan Stanley & Co. LLC. Prior to his advisory career, he spent several years in construction-related roles. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.

Michael Caracciolo is a Series 66-licensed financial advisor with Equitable Advisors in Port St Lucie, FL, and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Quintiles. Outside of his advisory work, he coaches youth soccer competitively. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers.

Eileen Blackburn is a financial advisor with LPL Financial in Port St Lucie, FL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with LPL Financial since 2010 and previously worked at M&T Securities, Inc. and Uvest Financial Services Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and technology tools, and manages over $819 billion in discretionary assets.

Vincent Grucza is a CFP® with 11 years of experience currently advising at Raymond James & Associates. He has worked with Raymond James since 2014 and has a background that includes nearly a decade with the West Coast Officials Association. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tony Vanhille is a financial advisor with Wells Fargo Clearing in Stuart, Florida, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Seth Sonnier is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 credential and has previously worked at Florida Financial Advisors and Trinity Wealth Securities L.L.C. Outside of his advisory role, Seth is involved with Sonnier Brothers LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

James Kostival is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior experience includes roles at Bank of America, Merrill, JP Morgan Securities, and Prudential Equity Group. 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 and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Scott Ayres is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a partner in Rivertime LLC, related to the purchase of a primary residence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Brandon Chavez is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Chase Investment Services Corp., and Fidelity. He also teaches CFP courses as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in advisory services and model portfolio delivery.

Tanya Wandoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2017 and previously at UBS Financial Services from 2014 to 2017. 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 municipal entities, offering financial planning, investment consulting, and institutional advisory services.

John Mayer is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Waterstone Financial Group. In addition to his advisory role, Mayer is a partner at two CPA firms, Gibson & Mayer, PC, and Gibson/Mayer, LLC, where he provides financial statement preparation, tax return preparation, and business consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paula Earll is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at firms including LPL Financial, PNC Wealth Management, Natcity Investments, Equitable Advisors, and A.G. Edwards & Sons. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting with client decision-making authority.

James Garner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016 and serves as Managing Director of ARK Financial Advisors, where he is involved in fixed insurance business outside of Raymond James-approved vendors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.