James Ducharme is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of industry experience. He has worked at Raymond James & Associates since 2019, following a 23-year tenure at UBS Financial Services and Paine Webber. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services.

Vika Schuhart is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Edward Jones. Her current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Kateryna Yergina is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within Wells Fargo’s network since 2015. Outside of advising, she manages rental properties in Indialantic, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Angelo Oddo is a financial advisor with Raymond James & Associates in Melbourne, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James & Associates since 2014. 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 wide range of clients, including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by extensive research and diverse portfolio management options.

Lisa Schnoke is a financial advisor with Ameriprise in Rockledge, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and algorithmic tools to generate personalized recommendations.

Chadwick Hargis is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and continues with Cetera since 2024. In addition to his advisory role, he is also an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rebecca Byron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Raymond James entities since 2009 and serves as an associate at Crane Private Wealth Group. Outside of her advisory roles, she has been involved with the Eau Gallie Harbor Club Condominium Homeowners Association since 2014. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports municipal and public-finance work with specialized advisory programs.

John Sivolella is a financial advisor with Edward Jones in Melbourne, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branches.

Jessica Bolton is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of advising, she is a 50% owner of M&B Ventures FL LLC, an aviation maintenance business in Satellite Beach, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Chelcey Madrid is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she serves as an operations manager at CPA Financial Enrichment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance services.

Alexander Schwarz is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses. Schwarz serves as a Special Missions Aviator in the United States Air Force Reserve, where he performs flight engineer and aerial gunner duties on combat rescue helicopters. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Jason Vaughn is a financial advisor at Edward Jones in Melbourne, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, and Cetera. 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 solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Altair Watson is a financial advisor at Edward Jones in Melbourne, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Matthew Scott is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Bankers Life Securities, Bankers Life & Casualty, Regions, Truist, and several other financial institutions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, while supporting legacy platforms and multiple third-party managed-account solutions.

Thomas Shepherd is a financial advisor with Primerica Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and manages portfolio implementation through BNY Mellon Advisors.

Melissa Mooneydomingue is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Coordinated Capital Securities, Inc. and as a self-employed advisor. She also manages Mooney Financial Services LLC, an entity involved in investment-related activities and non-variable insurance. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research from LPL Research and third parties, and various investment strategies.

Denise Holloway is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, as well as extensive experience at Paul A. Bouvier, P.A. She also serves as a bookkeeper for a condominium association and assists her family with healthcare and financial matters. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a nationwide network of over 10,000 advisors.

Daniel Blaha is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James. Outside of his advisory role, he co-owns a rental property business with his wife and sells fixed and indexed insurance and annuity policies through an independent marketing organization. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with institutional consulting and portfolio management.

Whitney Colton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, Whitney worked at Agia and Valic Financial Advisors. Outside of advisory roles, Whitney is involved with COLTON WEALTH, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.