Derek Boucher is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include over 15 years with Ameriprise and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Salahshour is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and AXA Advisors, LLC. He is also the owner of Salahshour Wealth Management LLC, a financial planning practice based in Melbourne, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with other financial product offerings.

Carolyn Thur is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Timothy Nunno is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years. Outside of advising, he is a 50% owner of a private storage facility through his business, Gatorfin LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers a range of financial planning and consulting services with a non-discretionary approach, supported by diverse portfolio management styles and affiliated research.

Richard Knight is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously spent a decade at Truist Advisory Services, Inc. Outside of his advisory role, Knight serves as an Operations Officer in the Florida Army National Guard, directing tactical and civil support operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base—including individuals, institutions, and charitable organizations—using tailored, non-discretionary strategies informed by risk profiling and analytical modeling. The firm supports a large network of advisors and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Bryce Mohelnitzky is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. and Currency Exchange International. 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.

Robert Handley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services Inc., National Securities Corporation, and Cco Investment Services Corp. 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, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Hooper II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial and investment management strategies to help clients with wealth accumulation, preservation, and transfer. His approach includes portfolio development, education planning, liability management, tax minimization, and asset preservation, with particular attention to achieving a sustainable retirement income. With over 35 years of experience, William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Avon High and an associate degree from Paul Smith's College. William is committed to building enduring client relationships through education and guidance. He also dedicates time to volunteering within the community, aligning with the Merrill tradition of local involvement.

Katherine Vansant is a financial advisor at Ameriprise in Melbourne, FL, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Monster Mom, LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Lancent Warren Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

William Landers is a Series 66 credentialed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at Boeing for six years and Northrop Grumman for five years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Jeffrey Hoffman is a financial advisor with UBS Financial Services in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience since 1988. He serves on a committee for the Community Foundation for Brevard, where he reviews and scores grant applications. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

John Kraniou is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waddell & Reed, and Ryan Bell among other firms. He is also a Relationship Manager involved in marketing and branding for Foresight Wealth Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing for portfolio construction across various investment types, managing accounts on both discretionary and non-discretionary bases.

Caleb Kennedy is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Space Coast Credit Union from 2016 to 2019. 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, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Benjamin Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he was involved in real estate through Glover Homes, LLC and National Realty of Brevard, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Michael Wills is a CFP® with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 50% ownership in an electrical contracting company where he serves as a director, overseeing financial reviews and corporate strategy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michelle Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked for Truist Advisory Services and Truist Investment Services, with over a decade of service at Truist Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Erin Van Haasteren is a Series 66 licensed financial advisor at Merrill with 10 years of experience at the firm and 6 years in the industry. She is based in Rockledge, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saly Ortiz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Banco Popular de Puerto Rico prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jason Gaskins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2021, he worked at Waddell & Reed Inc and Gabriel Penfield, and served for over two decades in the Department of Defense. He formerly held a position on the Planning & Zoning Commission for the City of Saint Michael, Minnesota. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients across a broad range of segments. The firm offers a wide array of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.