Dalia Aguilar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments, Automatic Data Processing, and JPMorgan Chase Bank, N.A. Her background also includes roles in hospitality and education sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elaina Garvin is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel since 2012. Garvin serves on the boards of the Brevard Zoo and the Health First Foundation, including leadership roles such as Board Secretary and President of the Executive Committee for the Health First Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Russell Stuart is a CFP® and holds a Series 66 license. He has 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Indian Harbour Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Walter Amoros is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. Prior to joining Merrill, he has held roles at Bank of America and has varied experience including logistics and hospitality sectors. Outside of advising, he provides sporadic bartending services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing both model-based and discretionary strategies for a range of individual and institutional clients.

Mark Thompson is a CFP® professional with 39 years of industry experience and has been with Raymond James & Associates since 1995. He is based in Melbourne, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers with the Space Coast Early Intervention Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management styles.

Chad Colbert is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of a consulting firm and holds a significant ownership interest in a Jersey Mike's franchise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware retirement income strategies.

Gladwyn Kurian is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets Inc starting in 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and employer-sponsored financial planning arrangements.

Amy Krupp is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Sidecar Health and Health First Health Plans. Krupp has also been involved with St. Mark's Episcopal Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Peter Popovich is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family trust, acts as an executor for an estate, and holds a minority ownership stake in Premier Wealth Management, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Tashia Joseph is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at Cetera Advisors LLC. Outside of her advisory role, she serves as Vice President of Trekdance LLC, an outdoor dance fitness company based in Melbourne, FL. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kyle Ferguson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Cetera Advisors LLC and Stephen G Rossi Jr PA. Outside of finance, he is a part owner of Maverick Aircraft Detailing LLC, an aircraft detailing business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management services.

Kevin Smith is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 18 years at UBS Financial Services before joining Ameriprise and its affiliate in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Robert Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, with 35 years of industry experience. He holds the Series 63 designation and has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and specialized services like business-owner transition and special-needs analysis. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with implementation options available through brokerage or advisory programs.

Ray Pfleuger is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in multiple entities, including RCP Financial Services, LLC and Blue Wave Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products across its extensive network of advisors.

Hope Maniatis is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors Corporation for seven years and Crosman Corporation for four years. She has also been a commissioned notary public since 2019, occasionally notarizing documents for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and access to multiple third-party money managers and platforms.

Mitch Herold is a Senior Financial Advisor with Merrill Lynch Wealth Management in Rockledge, Florida. He began his career in financial services in 2011 and joined Merrill Lynch in 2019. Mitch focuses on serving entrepreneurs, athletes, business owners, and their families, assisting them in defining their financial goals and understanding how market reactions may impact their path toward those objectives. He takes a planning-first approach centered on each client's unique goals and priorities to develop customized retirement and wealth strategies. Mitch holds a Bachelor's degree in Business Management from the University of Central Florida. He is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER (CFP) certificant. Additionally, he holds FINRA Series 7, 65, and 66 registrations. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and small business strategies. Outside of his professional role, Mitch is actively involved in his community, including participation in organizations such as Action Church and youth baseball programs. He and his wife, Lindsey, reside in Oviedo, Florida with their two children. His personal interests include golf, hunting, fishing, baseball, football, music, and spending time with his family.

Angela Coats is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques such as Monte Carlo simulations.

David Hughes Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in various fields including roofing and automotive sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

John Yannick is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and was previously with American Portfolios Financial Services, Inc. from 2016 to 2018. Outside of his advisory role, he manages a residential rental property. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Lubel is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 63 license. Prior to joining LPL Financial in 2026, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for 12 years. Lubel is also the owner and manager of BRL Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.