Melissa Mooneydomingue is a financial advisor with LPL Financial in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Coordinated Capital Securities, Inc. for nine years and has been self-employed since 1995. Outside of her advisory role, she operates Mooney Financial Services, LLC, which serves as the business entity for her LPL activities and investment-related purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, and institutions with a range of financial planning, asset management, and institutional platforms.

Denise Holloway is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She has worked at Avantax Investment Services and 1st Global Advisors, with earlier experience at Paul A. Bouvier, P.A. Denise serves as a bookkeeper for a local condominium association and assists family members through power of attorney responsibilities. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. It serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services across multiple program structures.

Whitney Colton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Whitney worked at Agia and Valic Financial Advisors. She has a business entity, Colton Wealth, LLC, established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, combining scale with a broad range of advisory and non-advisory financial services.

Matthew Lamb is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously worked at LPL Financial for 13 years and Space Coast Credit Union for 11 years. Lamb is a Series 66 credential holder and owns a business called Bank-It S Corp outside of his advisory work. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

Elizabeth Braze is a financial advisor with Fidelity in Melbourne, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Merrill, a Bank of America Company, Primerica, and DRB Capital. Outside of her advisory work, she is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

Jake Sutherlin IV is a financial advisor with Edward Jones in Indialantic, FL, holding a Series 66 designation and 22 years of industry experience. He worked at Raymond James Financial Services, Inc. from 2003 to 2025 before joining Edward Jones in 2025. Outside of his advisory role, he owns a property through St. Clair Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nicole Wilbert is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has worked at Van Buren Wealth Management, Corebridge Financial, and PNC Wealth Management. Wilbert is based in Melbourne, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on providing customizable investment strategies through a large network of investment adviser representatives.

Seth Riddle is a CFP® professional with 25 years of experience in the financial industry, currently serving with LPL Financial since 2009. Prior to this, he worked at Space Coast Credit Union for 16 years. He holds roles outside of his advisory work, including as Vice President of Huddleston, Robbins and Riddle, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.

Monique Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for The Law Offices of Germain and McCarthy for nine years. She volunteers as a business mentor with the Florida Institute of Technology-WeVenture SBA mentorship program. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Timothy Manko is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Sterling National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of independent advisors.

Craig Dykstra is a financial advisor with Edward Jones in Melbourne, FL, holding a ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 22 years with Edward Jones. Outside of his advisory role, he serves as the treasurer for the South Lake Republican Club, providing financial status reports without handling funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Michelle Reed is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding a Series 66 designation and five years of industry experience. She has been with LPL Financial and JD Bowen Financial Group since 2016. Outside of her advisory work, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing proprietary research, third-party subadvisors, and technology tools.

Kathleen Carson is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Holohan is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Di Bella is a financial professional with 37 years of industry experience, currently affiliated with Cetera since 2023. He holds Series 63 and Series 66 credentials and has previously worked with firms including Securian Financial Services and Massachusetts Mutual Life Insurance Company. Di Bella serves as a board member of the Home Builders Contractors Association in Melbourne, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and provides access to various program structures and custodial relationships.

Jason Prestwood is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Farah Sivolella is a CFP® professional with nine years of experience in financial advising, currently with Edward Jones since 2016. She holds the Series 66 designation and is based in Melbourne, FL. Outside of her advisory role, she manages a commercial real estate property in Satellite Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large network of financial advisors and branch offices across the country.

William Gear is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he is involved in wealth management through a partnership in Gear and Buchanan Wealth Management. Wells Fargo Advisors 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 range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Steven Ulrichs is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior roles include positions at API Financial Management and the Florida Institute of Technology. Outside of advising, he works as a cart barn attendant at Viera East Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers varied products including financial planning, model portfolio programs, and institutional platforms, with an emphasis on combining advisory services and non-advisory financial activities.

Lindsay Wilson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory work, Wilson serves as a subcommittee member for ZT Prospects Baseball Inc., a nonprofit organization, where he acts as a team parent for his son’s travel baseball team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.