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.

Scott Cohen is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning more than a decade. Cohen holds partial ownership in Blue Wave Wealth Management, LLC, and full ownership of SAC Financial Services, LLC, both investment-related businesses based in Melbourne, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Eusef Malik is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Truist Bank and SouthState Bank. Malik serves as a board member for Space Coast Habitat for Humanity, a nonprofit focused on building affordable homes with volunteer participation. 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 plans, corporations, and charitable organizations.

Edward Hecker is a CFP® with 39 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and was previously with UBS Financial Services from 2005 to 2016. He serves on the finance committee of Calvary Chapel Fellowship of Melbourne. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Roub is a CFP®-designated financial advisor with Stifel, bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on youth development and education, including AMIkids Space Coast and Pietas Classical Christian School. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Colleen Mitchell is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Viera, FL. She has nine years of industry experience, including ten years with Edward Jones. Outside of her advisory role, she is a member of C4 Equity Group LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices.

David Ryan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he provides notary services to clients as a supplementary activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Ashley Cappola is a financial advisor with Edward Jones in Melbourne, FL, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Brevard Public Schools for five years and was self-employed for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Vawter is a financial advisor with OSAIC who holds a Series 66 designation and has 16 years of industry experience. Her career includes roles at Royal Alliance Associates, Independent Financial Group, Triumph Wealth Advisors, TCM Securities, and McPherson Financial Group. Outside of her advisory work, she is an independent contractor photographer, owns a custom floral arrangement business, and serves as Assistant Secretary on the board of the OSAIC Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management across various investment types.

Terry Tolbert is a financial advisor with LPL Financial based in Viera, FL, holding CFP® certification and Series 63 and 65 licenses. He has 40 years of industry experience, including seven years with LPL Financial and 14 years with Allen & Company of FL, Inc. Tolbert also serves as an insurance producer and agent with Allen & Company of Florida and Athene Annuity & Life Insurance Co. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Steven Grasso is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in owning and managing a family-owned commercial real estate investment in Palm Bay, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Tisha Hill is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining Ameriprise. Hill serves on the Board of Directors and is Treasurer for Helping Seniors of Brevard. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered in partnership with financial advisors.

Andres Alvarez is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at LPL Financial for nine years and Space Coast Credit Union for four years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients choosing whether and how to implement them.

Jeremy Lindquist is a financial advisor with Mass Mutual Investors Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory work, Lindquist is involved in several business ventures, including managing a consulting firm, owning a bookkeeping and accounting service, and operating a charter boat service. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Matthew Dopira is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. He is based in Palm Bay, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dano Lo Presti is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and involvement with Divine Touch Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2014. Outside of her advisory work, she is co-owner of a family business, SBS Precision Sheetmetal. 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 services, supported by proprietary research and a broad range of capital markets offerings.