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.

Alexander West is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Coastal Wealth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under consolidated billing, while keeping planning and portfolio management services separate.

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.

Foster Lytle III is a financial advisor with Ameriprise who holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he was involved in a custom contracting business for 18 years. He is a co-owner of The Storehouse Group, Inc., an investment-related business based in Titusville, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Roy Malphurs is a financial advisor at Edward Jones in Titusville, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed at Today Financial Group for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Kelly Hernandez is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2019, she worked at TD Bank and Ameriprise Financial Service, Inc. Outside of her advisory role, Hernandez coaches freshman volleyball at Titusville High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Shirley Polidori is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus for 16 years. Outside of her advisory role, she is involved with Young Living essential oils as a member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Lindquist is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. prior to his current position. Outside of finance, he has experience in the food service industry, including operating a restaurant. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christine Helsel is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Gerald Parent Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years and has operated The Faithful Agency as a self-employed business since 1992. His other business activities include managing Parent Financial Solutions, a DBA for his LPL business, and an insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Lindsey Hawthorne is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Stifel for a total of eight years and at Principal Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Brittany Mcneally is a financial advisor with Ameriprise in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Fairwinds Credit Union, and CUSO Financial Services. She is also employed by Comerica Bank, where she works in an investment-related capacity. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Nicklas is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services, Inc. for 27 years prior to joining Cetera. Outside of his advisory role, he operates an accounting and bookkeeping practice, John M. Nicklas, CPA, PC, and serves as a trustee for certain irrevocable life insurance trusts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Karl Youmans is a Series 66-licensed financial advisor with Ameriprise in Titusville, FL, where he has worked since 2017. He has seven years of industry experience and previously worked at RSM US LLP/McGladrey LLP for five years. Outside of his advisory role, he owns and operates a tax preparation and advisory business and manages practice operations through K P Youmans, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Annette Jensen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014, serving in multiple roles over that period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Casey Crouch is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Rivera is a CFP® professional with 31 years of industry experience, currently serving at Cetera since 2014. He is also affiliated with Regions Bank and Cetera Investment Services LLC. Outside of his advisory work, Rivera volunteers with Junior Achievement and serves on the fundraising committee for New Life Mission. Cetera Investment Advisers provides a range of portfolio management, financial planning, and retirement plan services to individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, and offers unique retirement and fiduciary capabilities alongside its institutional and trust services.

Hamid Sasaninejad is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience, including 17 years at NEXT Financial Group prior to joining LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and asset management options supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.

Stanley Retz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been affiliated with Cetera and related entities since 2004, and also owns Retz Financial, Inc. Outside of his advisory work, Retz serves as president of the Titus Rotary Club and is involved with several nonprofit boards including the YMCA of Central Florida and North Brevard Medical Support, Inc. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Richard Lalor is a financial advisor with Primerica Advisors in Titusville, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.