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.

John Becker is a financial advisor with LPL Enterprise in Melbourne, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024 before joining LPL Enterprise. Becker is also involved with ClearView Wealth Management, a DBA under LPL, where he works as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

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.

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 a Series 66 designation and three years of industry experience. She previously worked at Corebridge Financial and Van Buren Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Seth Riddle is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he spent 16 years at Space Coast Credit Union. He also holds a leadership role as Vice President at Huddleston, Robbins and Riddle, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

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.

Joel Sanders is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Big Blue for six years and 5nine for two years. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Michelle Reed is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. She has been associated with LPL Financial and JD Bowen Financial Group since 2016. Outside of her advisory work, she is a commissioned Notary Public. 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 along with access to model portfolios and research.