Stuart, FL 900 SE Ocean Blvd Office

Seth Sonnier is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Florida Financial Advisors and Trinity Wealth Securities, as well as earlier experience outside the financial sector. Outside of advisory work, he is involved with Sonnier Brothers LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jacob Dean is a financial advisor at LPL Financial with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is involved with Initiative Wealth Planners, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Bradley Sonnier is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior experience includes roles at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of his advisory work, he is involved in a family business entity, Sonnier Brothers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Marton IV is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Trinity Wealth Securities and Florida Financial Advisors from 2019 to 2025. Outside of his advisory role, he has experience in event catering through Bradford Catered Events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.