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.

Terry George is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His career includes roles at The Prudential Insurance Company of America, PRUCO Securities, Kestra Investment Services, ProEquities, and Ameriprise Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers. The firm’s integrated platform combines adviser programs with brokerage and insurance products through affiliated entities.

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 65 and Series 63 licenses and having 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Steven Crossett is a financial advisor with Edelman Financial Engines in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously with Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.

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 designation. He began his career in finance in 2025 and has previously worked with API Financial Management and engaged in roles outside finance, including employment at Viera East Golf Course. He also works as a cart barn attendant at Viera East Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management options.

Courtney Leone is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2021, and previously was employed at RUE21 for twelve years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Manuel Franco is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 13 years each. Outside of his advisory role, Franco is involved with Manny's Allstar Band, a music group based in Cocoa Beach, FL. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating various investment strategies.

Carolyn Shott is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 11 years. In addition to her advisory role, she is president and owner of Carolyn J. Shott, CPA, Inc., a tax preparation and accounting firm. 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 brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Chester Williams is a financial advisor with Fidelity in Palm Bay, FL, holding a Series 66 credential and six years of industry experience. His prior work includes a long tenure at Merrill from 2009 to 2022, followed by roles at Fidelity Investments and brief positions at The Home Depot and Autozone. Outside of finance, he is involved in household maintenance through a self-employment partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Brent Peoples is a financial advisor with Raymond James & Associates in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, Peoples serves as a director on the Melbourne Airport Authority board. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Steele is a financial advisor with Charles Schwab in West Melbourne, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at TD Ameritrade and Verizon Wireless. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

William Eastwood is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at firms including Avantax and UBS Financial Services. Eastwood also serves as secretary for a local condominium association, where he participates in community governance and financial oversight. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Brenda Abramski is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Truist Advisory Services and Truist Bank for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Thomas Capuano is a financial advisor with Merrill in Indialantic, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. 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 investment strategies supported by internal and third-party managers for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Ryan Franco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He has worked at LPL Financial since 2023 and previously has experience with API Financial Management and Sigma Financial Corp. Outside of his advisory roles, he is involved with Franco Med Tech, a business entity he has managed since 2013, and also works as a Medical Device Coverage Representative for Valle Sales Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management tailored to client needs.