Gregory Phelps is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 14 years. He is listed on an LLC related to his spouse’s business but does not have an active role in it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with a focus on municipal and public finance as well as specialized retirement plan services.

Alan Frisher is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2022. Outside of his advisory role, he serves on the boards of the Boys and Girls Club of Brevard and the Brevard Association for the Advancement of the Blind. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes to deliver tailored retirement income advice through a centralized consulting team.

Adisvel Leyva is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors in Melbourne, FL, where he has worked since 2022, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo’s research and planning tools to develop tailored recommendations for clients.

Ashton Young is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. Ashton provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events. Additionally, he connects clients to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Ashton holds a Bachelor's Degree from the University of North Florida. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach involves understanding what matters to clients and their families to create personalized financial strategies. He works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve.

Russell Glover is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he is involved as a principal of Rusty Bugs, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Jamie Wannamaker is a financial advisor at Edward Jones with two years of industry experience. He has been affiliated with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joyce Goff is a financial advisor with Merrill in Rockledge, Florida, holding a Series 66 designation and 33 years of industry experience. She has been with Merrill since 1995. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Graham is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is the owner of an English pub called Pig & Whistle and is involved in nonprofit work as a founder and donor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with technology-driven analytical tools and advisory programs.

William Orndorf is a CFP®-credentialed financial advisor with 29 years of industry experience, currently practicing at Wells Fargo Advisors since 2021. He previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a protection team member for an Orlando-based tactical security organization. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, employing a broad range of planning options supported by firm research and tools.

Arielle Kingston is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She has worked with multiple entities within the Cetera network since 2026 and is involved with the Viera Suntree Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services.

Tyler Lawrence serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He emphasizes a disciplined approach that begins by understanding each client’s financial situation, family, and priorities. Tyler’s practice focuses on delivering personalized service in areas including equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income planning. With a Bachelor's Degree from the University of Central Florida and the professional designation of Personal Investment Advisor (PIA), Tyler applies his expertise to help clients take control of their financial future. He utilizes tools like the Merrill Personal Wealth Analysis® to assist clients in forecasting income and expenses under varying market conditions and economic factors. His team provides support in tax mitigation strategies, private placements, equity compensation plan diversification, 401(k) and IRA optimization, and cash flow management. Tyler has spent his entire life on Florida’s Space Coast, where he and his family live close to the ocean. Outside of work, he enjoys golfing, music, surfing, traveling, and spending time with his family. He values being part of the local community and serving those who also call the Space Coast home.

Robert Patrick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held roles at TIAA-CREF and Tiaa between 2016 and 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm’s approach separates planning and managed-account services, allowing clients the option to combine them under a consolidated billing program called “WealthPlan.”

Pamela Thayer is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Pamela has worked with Metropolitan Life Insurance Company and MetLife Securities Inc. since 1996 and has been with MassMutual and its subsidiaries since 2016. She is also an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements without discretionary investment authority.

Jason Carey is a financial advisor with Edward Jones in Cocoa Beach, FL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including four years at Cleveland Clinic Indian River Hospital prior to joining Edward Jones in 2019. Carey is also a co-founder and part owner of Trophy Inc., a software company based in Poughkeepsie, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory and wealth management solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Fitzgerald is a financial advisor with Edward Jones in Indian Harbour Beach, FL, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including 12 years at Edward Jones. Outside of his advisory role, he manages Fitzgerald Land Holdings LLC, a real estate holding company focused on long-term investment land acquisitions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Walker is a financial advisor with OSAIC, holding a Series 66 credential and one year of industry experience. Prior to joining OSAIC, he held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of finance, he has experience with Walker Painting Company LLC and church-related activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to clients' needs.

Valentino Scaramuzzo is a CFP® and ChFC® with 41 years of industry experience. He has been with Ameriprise since 2005 and currently operates in Melbourne, FL. He manages his practice operations through an ownership interest in Valentino A Scaramuzzo LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Terri Janssen is a financial advisor with Edward Jones in Melbourne, FL. She holds a Series 66 designation and has been with Edward Jones since 2009. 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, operating under a fiduciary standard and supporting an extensive nationwide network of financial advisors.

Steven Leatherman is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory work, he is a partner in Six Digit Yacht Club, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based wrap fee structure.

Irina Ceruti is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and four years of industry experience. Her previous roles include positions at Wells Fargo Bank, N.A., and Space Coast Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory services supported by structured processes and firm-approved tools.