Jacqueline Bartosz is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Painewebber, Inc. She is based in Melbourne, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets for a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles, affiliated research, and model manager options.

Geoffrey Jones is a financial advisor with Ameriprise in Melbourne Beach, FL, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports. The firm serves clients primarily through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts.

Michael O'Brien is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Fisher Investments, Cion Investments, and Neuberger Berman BD LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that combines quantitative modeling with centralized due diligence.

Jason Bulinski is a CFA® charterholder with five years of industry experience. He is currently affiliated with MassMutual Investors Services, having joined in 2025 after roles at Five Dimensions Investment Management, Parasol Investment Management, and First Midwest Bank. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools and also provides specialized event-driven planning services such as divorce planning and estate settlement.

Michael Conway is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2023. He has three years of industry experience and previously spent 17 years at Titan Steel Corp. in Palm Bay, FL, where he provided consulting services in accounting, bookkeeping, and payroll. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and estates by offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides tailored investment strategies using proprietary and third-party models across multiple platforms, with a focus on both discretionary and non-discretionary approaches.

Anthony Milla is a financial advisor with Edward Jones in Satellite Beach, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he participated in a college internship program for 13 years. Outside of his advisory role, Milla owns and instructs at Satellite Jiujitsu, a martial arts business based in Satellite Beach. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Graham Macneill is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CrowdStreet Capital LLC, Transamerica Financial Advisors, and Ameriprise. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Michele Schneider is a CFP® certificant with 40 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Woodbury Financial Services and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a broad network of investment adviser representatives.

Benjamin Buchanan is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He has ownership interests in two investment-related practices, Gear and Buchanan Wealth Management and BMB Planning LLC, both based in Melbourne, FL. Outside of finance, Buchanan teaches yoga and fitness classes and works as a film and commercial actor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools, providing discrete planning engagements across various specialized areas such as retirement, education, and business-owner transition planning.

Diego Reyes Cano is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, Mitsubishi Power America, Northwestern Mutual Company, and the University of Central Florida. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

Kaori Fischer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Barnes & Noble Booksellers for 15 years and has held a role with the Brevard Symphony Orchestra, Inc. Outside of her advisory duties, Fischer teaches advanced ballet at the Melbourne City Dance Center as a substitute dance teacher. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment advisory programs and affiliated financial services.

Alexander Thompson is a CFP® professional with nine years of industry experience, currently with Raymond James & Associates. He has worked in various roles at Raymond James & Associates and previously held positions at One + One Wealth Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. 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 individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Robert Dale is a CFP®-designated financial advisor with LPL Financial in Melbourne, FL, where he has worked since 1997, totaling 33 years of industry experience. He serves as a community development district supervisor for Viera East, a nonprofit role overseeing trails, nature preserves, stormwater management, and community property. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Stephen Rossi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services in various advisory roles since 1992 and operates a holding company, Stephen G Rossi Jr. PA, as well as Rossi and Associates, an independent contractor business focusing on insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to multiple third-party money managers through a multi-manager platform.

Chad Helpling is a CFP® professional with 21 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns and operates Helpling's Hot Flakes, a business that produces and sells habanero flakes at local farmers markets. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold, with advisors using proprietary research and tools to develop personalized recommendations.

Jennifer Madden is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014, with a brief period at Crane Private Wealth Group, LLC. Madden also has experience outside finance, having worked at the Nicole Cote School of Dance for one year. 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 non-discretionary financial planning and investment consulting supported by research and multiple portfolio management styles.

Michael Carey is a financial advisor at FuturePlan Financial with two years of industry experience. He holds a Series 65 designation and is based in Melbourne, FL. Outside of his advisory role, he has been involved with Church in the Wild since 2016. FuturePlan Financial operates as an independent firm with a single advisor.

William Jackson is the principal advisor and founder of Jackson Financial, Investment & Retirement Services, Inc., with 25 years of experience in the financial industry. He holds a Series 65 designation and is also a licensed CPA, managing a separate accounting practice. His professional activities include providing tax preparation and accounting services alongside his advisory role. Jackson Financial, Investment & Retirement Services is a single-advisor firm based in Melbourne, FL, serving individuals, trusts, and retirement plans. The firm offers non-discretionary investment advice and portfolio management primarily through mutual funds, tailoring portfolios to clients' objectives and risk tolerance.

Chad Shoultz is a CFP®-certified financial advisor with 21 years of industry experience. He has been principal at Financial Planning & Management, LLC since 2012. Chad holds a Series 63 license and is also a licensed insurance agent. Financial Planning & Management, LLC is an independent firm based in Indialantic, FL, focusing on personalized financial planning and wealth management services.

Dean Erickson is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at Bionic Capital, an independent firm based in Melbourne, FL, where he has worked since 2009. Outside of his advisory role, he operates StartupDomains.com and BrandLily.com, businesses through which he sells domain names. Bionic Capital serves clients independently, with a focus determined by Dean Erickson's approach to investment management.