Alexander West

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Robert Meissner III is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. Meissner is a managing partner at Cornerstone Capital Wealth Management, where he is involved in client meetings and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Michael Gilliss is a financial advisor at GWN Securities Inc. with over 19 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at firms including Ameritas Investment Corp and CCF Investments, Inc. since 2005. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts.

Deborah Brackett is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and 16 years of industry experience. She has worked at Windsor Capital since 2005. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Guarino is a financial advisor with Ameriprise in Orlando, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a business entity that provides limited liability and manages business expenses. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise managed accounts.