Edvadio Major is a financial advisor at Edward Jones in Fort Pierce, Florida, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Major Business Solutions Inc, Hirsch & Co CPAs, and National Holdings Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Douglas Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at LPL Financial since 2020, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of more than 22,800 investment adviser representatives.

Peyton Massie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Massie worked at UBS Wealth Management and spent four years at Rollins College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and substantial assets under management.

Maria Klipstine is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1998. Outside of her advisory role, Klipstine is the owner of Marick Builders, Inc., and serves as an officer for two charitable foundations, the Smith Family Foundation and The MJ and ABS Foundation, both located in Florida. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Melville is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Raymond James & Associates from 2007 to 2019. Melville serves on the boards of the Arnold Palmer Medical Center Foundation and the St. Lucie County Sheriff's Foundation, supporting healthcare and law enforcement initiatives in his community. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

Brian Shambo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Bank of America / Merrill since June 2000 and currently serves a limited number of families with a team of ten professionals focused on a goals-based wealth management approach. Brian and his team develop custom plans for their clients, coaching multiple generations through wealth preservation and succession planning. Brian holds a high school diploma from Providence Day School and a bachelor's degree from the College of Charleston. He has pursued executive education at Harvard University, Dartmouth College's Tuck School of Business, Wharton School of Business, and Duke University's Fuqua School of Business. Brian has also earned several industry certifications including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Divorce Financial Analyst™ (CDFA), and Certified Exit Planning Advisor (CEPA). Outside of his professional work, Brian is involved with the Indian River Community Foundation. He resides in Vero Beach, Florida with his wife and two children. His personal interests include baseball, basketball, boating, boxing, fishing, football, golfing, soccer, softball, and swimming.

James Hart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial in various capacities since 2012, and previously worked at Williams Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while also maintaining specialized programs for municipal and public finance clients.

Ryan Bass is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Bass serves on the finance committee and board of directors for the Mental Health Association of Indian River County and is involved with businesses including Avallon Assets LLC and A Parent Media Co. Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Dylan Dean is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he was involved in property management as a partner and director at Dean's Property Management in Vero Beach, Florida. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

James Britt is a financial advisor with Morgan Stanley in Vero Beach, FL, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2010, and UBS Financial Services from 2007 to 2010. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Blake Callahan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 15 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Josue Suarez is a financial advisor at Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Charles Schwab & Co., Inc. for three years and has held positions at several financial institutions and companies since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, providing financial planning and advisory programs supported by structured planning tools and various investment strategies.

Thomas Kiernan is a CFP® with 22 years of industry experience. He has worked at Edward Jones since 2011. 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 strategies. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Alexander Batt is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior work includes roles at Bank of America and Merrill. He has ownership interests in two investment-related businesses based in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm develops tailored recommendations using proprietary research and planning tools, offering optional implementation through brokerage or advisory programs.

Charles Dennis is a financial advisor with Wells Fargo Advisors in Hanover, NH, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Dennis is a fiction author and collects royalty payments from his work under the titles Tanzi’s Heat and Tanzi’s Ice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad planning menu and integrated product offerings.

Christopher Porter is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Vero Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes incorporating firm-approved tools and market simulations.

Geoffrey Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Ottesen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Ottesen is an artist who paints and sells his work, and he is also an author of several fiction stories. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Jellum is a Financial Consultant at Fidelity Investments since 2024. He has held various roles within Fidelity Investments, including Financial Consultant from 2020 to 2021, Investment Consultant from 2019 to 2020, Central Relationship Manager in 2019, Workplace Planning Associate from 2018 to 2019, and Customer Relationship Advocate in 2018. Prior to his current position, he served as VP Financial Consultant at Charles Schwab from 2021 to 2024. Ryan focuses on building ongoing relationships with his clients based on trust and their evolving priorities. He advocates for clients' unique financial goals by utilizing Fidelity's resources to co-create plans that provide confidence and comfort throughout their financial journey. Outside of his professional work, Ryan enjoys outdoor adventures, spending time with pets, and playing softball.

Rachael Bean is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She worked at State Farm Insurance Company for ten years prior to joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.