David Outlaw is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he served in the U.S. Army from 2013 to 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Juan Montoya is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Cetera Investment Services LLC, Regions Bank, and Wells Fargo Advisors. Montoya is based in Cocoa, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Allison Ross is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked for nine years at Bank of America N.A. and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patricia Picornell is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves on the board of directors for Florida Whips, a statewide nonprofit dedicated to carriage driving, where she coordinates events in Southeast Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and market insights.

Matthew Beverungen is a financial advisor with Osaic Wealth, Inc. based in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc., alongside running his own CPA practice since 1993. Outside of advisory work, he offers fixed insurance solutions and provides tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Craig Obrzut is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Obrzut works out of Melbourne, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Geri Alexander is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she owns and operates Evelyn Rose Vintage, an online vintage clothing business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage functions.

Randall Coleman is a Wealth Management Advisor based in the Rockledge, Florida Merrill Lynch Wealth Management office. Since joining Merrill Lynch Wealth Management in 1994, he has worked with clients and their professional advisors to develop comprehensive wealth management strategies tailored to individual and family financial objectives. His client focus areas include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Randall earned a Bachelor of Science degree in Accounting from the University of Central Florida and maintains his CPA certification in Florida. Although he does not provide tax advice in his role at Merrill Lynch, his accounting background supports his ability to assist clients and their advisors with complex taxation, wealth transfer, and estate planning matters. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Randall participates actively in his community, serving on multiple boards such as the Brevard County Civilian-Military Relations Council, Eastern Florida State College Foundation, Friends of the Children’s Advocacy Center of Brevard, United Way of Brevard County, YMCA of Titusville Family Center, and the Jess Parrish Medical Foundation, where he currently serves as Chair Elect. He is a past president of the Titusville Sunrise Rotary and the Brevard County Estate Planning Council, among other organizations. Randall lives in Titusville, Florida, with his wife Mary and their children, and engages in activities including boating, gardening, photography, reading, traveling, volunteer event photography, guest speaking on leadership topics, and teaching Sunday School.

Shannon Smithwick is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2018, she worked for Signator Investors, Inc. for 21 years. She is a co-founder of Foresight Wealth Solutions, an investment advisory and insurance firm, and serves as a grant committee member for the Brevard Community Foundation. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple managed-account platforms utilizing various portfolio construction tools and third-party solutions.

Hunter Schultz is a financial advisor with Cambridge Investment Research Advisors in Rockledge, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Wells Fargo and the University of Central Florida, in addition to service in the US Army from 2016 to 2020. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment options across multiple platforms, featuring proprietary and third-party strategies.

Jay Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads business management efforts for his team. He brings more than 20 years of experience in the financial services industry, offering clients personalized financial strategies that align with their risk tolerance, investment goals, and liquidity needs. Jay specializes in areas such as college education planning, family wealth management, retirement income, legacy and philanthropic planning, as well as services for endowments, foundations, and non-profits. Jay earned his Bachelor of Science degree from Jacksonville State University and holds a Master of Business Administration from Auburn University. He has obtained the Chartered Retirement Planning Counselor (CRPC) designation and is also a Personal Investment Advisor (PIA). Jay maintains a range of FINRA registrations including Series 3, 6, 7, 9, 10, 31, 63, and 65. In addition to his professional responsibilities, Jay is active in the community through Rotary International. His approach focuses on listening to clients’ goals, gathering relevant information, and providing tailored recommendations to develop long-term relationships. Jay’s expertise includes creating predictable retirement income through a strategic process involving data gathering, risk assessment, and advanced simulation tools.

James Delaura is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2015. Outside of his advisory role, he serves as a board member for the Waterford Pointe Homeowners Association, participating in community activities and committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes analytical tools and risk profiling to deliver non-discretionary planning and encourages implementation through its advisory programs and other providers.

Sabina Baker is a Series 66 licensed financial advisor with Edward Jones in Rockledge, Florida, where she has worked since 2018. She has seven years of industry experience and previously worked for US Aviation Training Solutions Inc. Outside of her advisory role, she volunteers locally to coordinate classes on personal budgeting and debt management based on Christian principles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices.

William Slover Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2019 and has concurrently worked at Allen & Company of Florida, Inc. since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Michael Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial counsel with expertise in legacy and estate coordination, charitable giving, retirement risk management, workplace retirement plan distribution options, and tax minimization strategies. Michael focuses on areas including corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Florida and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish. Michael has been recognized on the 2025 Forbes "Best-in-State Wealth Advisors" list and as a member of the McGee Welch & Associates team on the Forbes "Best-in-State Wealth Management Teams" list from 2023 through 2026. Outside of his professional work, Michael is involved with community organizations such as Club Esteem, Junior Achievement, and Tied Together Space Coast. His personal interests include baseball, biking, cooking, fishing, football, golfing, hiking, music, soccer, and traveling.

Thomas Wilson Jr. is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked with firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, Wilson is engaged in fixed insurance sales and operates financial services businesses under the names Totus Wealth Management and Suntree Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of investment programs through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

William Harris is a financial advisor with Morgan Stanley in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves on the Endowment Management Committee and Finance Committee of Holy Trinity Episcopal Academy and is a board member of the Roy and Barbara Stevens Charitable Trust. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning offerings.

Amanda Bixby is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has prior work experience at the University of Central Florida and Publix Super Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kimberly Turner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at One Sotheby's International Realty, Great Point Capital, and Cambridge Investment Research Advisors. She has also been involved with The American College of Financial Services and various entities under Prosperity Doctors LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses that cover a wide range of planning topics. The firm delivers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Sharon Croenlein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Bank of America N.A. and Merrill, totaling over two decades before joining Wells Fargo Advisors in 2021. Outside of finance, she has a 51% ownership in a metalworking machine shop business in Cocoa, Florida. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.