William Coleman Jr. is a financial advisor with LPL Financial based in Stuart, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. Before joining LPL Financial in 2024, he worked at MML Investors Services Inc. and MassMutual Life Insurance Company for 15 years. He serves on the boards of a non-variable insurance business and Hillendale Country Club, and he is a co-owner of a farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools, and oversees more than $819 billion in discretionary assets through a large network of advisors.

Davis Rieman Jr. is a CFP® with 39 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and American General Securities Incorporated. He is also a principal at Epic Insurance Brokers, managing staff for individual and employee benefits insurance consultation and placement. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by various tools and third-party managers.

Randy Vasquez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Arrigo Chrysler Dodge Jeep Ram and has been with Merrill since 2019, also holding a role at Bank of America, N.A. since 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

James O'Connor is a CFP® professional with 29 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Stifel and Morgan Stanley. He is a member of the Rotary Club in Fort Pierce, Florida, and serves as CEO of Oaken Shield Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm manages assets across multiple platforms and offers both discretionary and non-discretionary portfolio management.

Ernest Joseph is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2009. Outside of his advisory role, he is involved in entrepreneurial ventures including serving as president of Hi Innovation Inc. and owning Millennials Mentorship Champion LLC, both based in Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Donald Dever is a financial advisor with UBS Financial Services in Stuart, Florida, holding a Series 66 designation and 19 years of industry experience. He previously worked at Credit Suisse Securities and AllianceBernstein before joining UBS in 2015. Dever serves on the advisory boards for Nova Southeastern University’s Regional Campus and the University of Miami Planned Giving Advisory Board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and operates under multiple regulatory registrations to provide a broad range of investment and capital markets services.

Thomas Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services and Kuehne + Nagel Inc., as well as service in the United States Navy and Navy Reserves. 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 municipal advisory services.

Eric Christensen is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2003 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets solutions.

Catherine Fisher is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. She previously worked at Merrill from 2007 to 2013 and spent over a decade at J.P. Morgan Securities and JP Morgan Securities LLC before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Raul Calle is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 registrations. Prior to joining Cambridge in 2007, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as president of two condominium associations in Ocean City, MD. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and employs affiliated and third-party model strategies.

Rene Fonseca is a financial advisor with LPL Financial in Port St. Lucie, FL, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at CUNA Mutual Group, NYLIFE Securities LLC, New York Life Insurance Co, General Security, United Central Security Inc, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad array of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Paul Stanislau is a financial advisor with Raymond James & Associates in Stuart, Florida. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Prior to joining Raymond James in 2023, he worked at UBS Financial Services for 12 years. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.

Jacob Dean is a financial advisor with LPL Financial in Stuart, Florida, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Dean is involved with Initiative Wealth Planners, a related business offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and various strategic approaches to asset management.

Timothy Mc Manus is a financial advisor with Edward Jones in Port St Lucie, FL. He holds the Series 63 and Series 66 designations and has 22 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Nadine Burns is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at SPC, Sigma Financial Corporation, National Planning Corporation, Pinnacle Wealth Management, and Berthel, Fisher & Company Financial Services. Her other business activities include notary services through A New Path Financial. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a multi-platform service model.

Peter Hatzakos is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. He is also involved in a sole proprietorship financial advisory practice that includes discussions of insurance from a planning standpoint. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to multiple asset management strategies and third-party platforms.

Jason Dunn is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Dunn serves on the Board of Directors for the Ballantrae Yacht Club in Port St. Lucie, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Bruce Cohen is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he spent 13 years at Liberty Partners Financial Services. Outside of his advisory work, Cohen is involved in tax preparation and accounting as a CPA. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

James Manos is a financial advisor with Stifel in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Edward Hopkins is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including over three decades with MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he serves as an elected director for the Connecticut Master Gardener Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, annual planning engagements using firm-approved analytical tools and delivers recommendations based on client goals.