Robert C Meissner III

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.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.

Michael Gilliss is a financial advisor with GWN Securities Inc. in Titusville, FL, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His career includes prior roles at Ameritas Investment Corp, CCF Investments, Inc., and Capital Choice Financial Services. He has also been associated with his own firm, Gilliss Financial, Inc., since 2018. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a combination of discretionary portfolio management, model portfolios, and sub-adviser selection, incorporating both technology platforms and tactical strategies such as market-timing and momentum-based approaches.

Alexander West is a Series 66 licensed financial advisor with one year of industry experience. He currently works with LPL Financial in Titusville, FL, and has held prior roles at TruStage Credit Union, Thrivent Financial, and MassMutual Life Insurance Company. His background includes military service with the U.S. Army from 2011 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 at Ameriprise with 31 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns a business entity for managing his business expenses with limited liability. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing tax-aware planning focused on dependable income sources.