John-Michael Cotterman is a Vice President and Financial Consultant at Fidelity, where he has been serving since 2026. He has been with Fidelity since 2015, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative Full Trader. His professional experience covers a range of financial consulting and investment roles within the company. John-Michael's approach focuses on educating clients to make informed financial decisions. He collaborates with clients to develop personalized financial plans and investment strategies aimed at managing significant life events effectively.

Alexia Gomez is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in hospitality, education, and travel. She is the sole proprietor of Viva Travel Learn LLC, a company that coordinates group travel and builds custom itineraries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Jeremy Schwibner is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing a client-focused philosophy and objective advice through goals-based planning. He specializes in working with transitioning professionals, including those changing companies or retiring, by reviewing their 401(k) and other retirement plans to uncover hidden fees and analyze investment options aligned with their financial goals. Jeremy and his team have developed a disciplined, agenda-driven process that evolves with clients' lives, providing forward-looking advice throughout their careers and into retirement. Jeremy holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planning Board of Standards, Inc., and the Certified Plan Fiduciary Advisor® (CPFA®) designation, focusing on employer-sponsored retirement plans. He is a member of Merrill's Next-Generation Leadership Council from 2023 to 2025 and has been recognized on multiple Forbes lists, including the "Best-in-State Wealth Advisor" list in 2025 and the "America's Top Next-Generation Wealth Advisors" list in 2017 and 2018. Jeremy earned a Bachelor's Degree from the State University of New York System. Originally from New York, Jeremy has lived in Florida since 2006 and resides in Vero Beach with his wife, Jenna Katz Schwibner, DMD, and their three children. He is involved with the Business People We Trust of Vero Beach and the Temple Beth Shalom of Vero Beach Foundation, Inc. In his spare time, Jeremy enjoys spending time with his family and playing golf.

Sean Speer is a financial advisor at Wells Fargo Advisors in Vero Beach, FL, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo in various capacities since 2016, including roles at Wells Fargo Clearing and Wells Fargo Bank NA. He has ownership interests in two private wealth management firms based in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning for clients who meet net-worth criteria.

Chase Perez Blanco is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameriprise from 2023 to 2026 and was employed at Quail Valley Golf Club from 2018 to 2023. He also attended the University of Florida from 2014 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with a broad spectrum of planning options including niche services such as business-owner transition planning and special-needs analysis.

Dean Phillips is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Merrill and Bank of America for eight years before joining LPL Financial in 2024. Outside of his advisory role, Phillips is involved with Comp Air Aviation, Inc., a company focused on aircraft manufacturing sales and marketing. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Matthew Heafner is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized, goals-based strategies for mid- to late-career high-earning professionals. His work centers on the mass-affluent to emerging high-net-worth clients, helping them navigate complex financial decisions with clarity and structure around long-term planning. With over a decade of experience since 2012, Matthew specializes in coordinating various aspects of financial planning, including investments, benefits, taxes, and estate considerations. He assists clients through key transitions such as retirement readiness, equity compensation events, business liquidity, and multi-generational planning. Matthew holds a Bachelor's Degree from the University of North Florida and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Matthew enjoys playing golf, spending time outdoors, cooking, football, hiking, photography, pickleball, scuba diving, traveling, and spending time with his family. He is committed to continuous learning and collaboration within Merrill Lynch to leverage the firm's resources and research for his clients.

Hunter Sauserman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Center Intern, Financial Representative, Investment Consultant, and currently Financial Consultant since 2024. His work focuses on partnering with clients to build financial plans and work towards their long-term goals. Hunter aims to provide a comfortable and trustworthy environment where clients' interests come first, catering to both sophisticated investors and novices. His experience encompasses investment guidance and supporting clients in self-directed investment strategies, ensuring clients feel confident in their financial decisions. Hunter is committed to being a trusted advisor across diverse client needs. Outside of his professional role, Hunter enjoys family activities, fishing, football, golf, outdoor adventures, and tennis.

Doug Piazza is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 25 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his work at Wells Fargo, Piazza has ownership interests in investment-related businesses including Piazza Blue Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and wealth-transfer planning. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients retaining discretion over implementation through various brokerage or advisory options.

Sue Tompkins is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Wells Fargo Advisors in 2019. She is involved in managing Bulls and Birdies, Inc., an investment-related business in Vero Beach. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services and integrates advisory services with other financial product sales and referral channels.

Jessalyn Withers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as an administrator for a CrossFit facility in Rockledge, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Erwin Moosher is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Moosher is based in Vero Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a variety of investment strategies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Bruce Strum is Vice President, Wealth Planner at Fidelity Investments, where he works with select families and individuals to provide comprehensive financial planning. His approach involves understanding family dynamics and long-term goals to help clients plan their financial futures. He has been with Fidelity Investments since 2015, progressing from Portfolio Specialist to Managed Solutions Consultant before assuming his current role in 2023. Prior to Fidelity, Bruce held positions as an Investment Executive at Lumina Wealth from 2012 to 2014, and as a Financial Advisor at Merrill Lynch from 2008 to 2012. Outside of his professional work, Bruce enjoys cars, fitness, social events, outdoor adventures, scuba diving, and traveling.

Jennifer Suleman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked across various Wells Fargo entities since 2012. Outside of her advisory role, she is involved in several business ventures, including ownership interests in companies related to plant cultivation and equestrian services, as well as occasional acting work. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial products and referral channels.

Andre Lambros is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is a co-owner and organizer of Over the Hill Hockey, a roller hockey league in Stuart, Florida. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alison Bowes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and previously with Harmony Worldwide. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Patrick Cahill III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1983 and has served as a Senior Vice President in wealth management. Patrick holds the designation of CERTIFIED FINANCIAL PLANNER™ professional, awarded by the Certified Financial Planner Board of Standards, Inc. in 2003, and is also a Personal Investment Advisor (PIA). Patrick received a Bachelor of Science degree in Business Administration from Villanova University. His areas of focus include managed money strategies, business financial services, retirement planning, estate needs, and college education planning. He works with clients on college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Patrick enjoys basketball, golfing, spending time with his family, and traveling. His approach involves collaborating one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Carter Ebbert is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding the Series 66 designation. He has one year of industry experience and previously served in the U.S. Air Force for four years. His prior work includes roles with First Financial Security, Inc., Vector Marketing, and Earls Kitchen + Bar. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Darren Mingear is a financial advisor at Edward Jones in Vero Beach, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MAPing Leadership and Indian River State College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Maurice Schaefer is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC for nine years. He is involved in a non-investment-related business, John Schaefer and Associates, which he manages alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.