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 in Indian Harbour Beach, FL, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Ryan also provides notary services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory solutions supported by both proprietary research and third-party subadvisors.

Jennifer Vawter is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance Associates, Independent Financial Group, Triumph Wealth Advisors, and Merrill. Outside of her advisory role, she owns a custom floral arrangement business and is an independent contractor in event photography. She also serves as Assistant Secretary on the board of the OSAIC Foundation. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Terry Tolbert is a Certified Financial Planner® with 40 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience with Merrill and Allen & Company of Florida. Outside of his advisory role, he serves as an insurance producer with Allen & Company of Florida and Athene Annuity & Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolios, third-party asset management, and retirement plan services to individuals and institutions. The firm supports its advisors with research and technology tools while offering a wide range of investment strategies and financial products.

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.

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 43 years of industry experience. She previously worked at Morgan Stanley and its affiliated entities for a total of 13 years before joining UBS in 2014. Outside of her advisory role, she is co-owner of SBS Precision Sheetmetal, a family business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Mathew Mckelvey is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing tailored financial advice to private business owners, affluent families, and individuals. He focuses on a goals-based approach to create customized strategies designed to perpetuate wealth, support philanthropic desires, and pursue legacy goals. Mathew begins every client relationship by exploring what is most important in their lives to gain a thorough understanding of their resources, lifestyle, family, goals, and business, standing alongside clients to align recommendations with their real-world objectives. Mathew earned his Bachelor's degree from Keiser University and holds the Chartered Financial Consultant (ChFC) designation as well as a Personal Investment Advisor (PIA) accreditation. He moved to Brevard County from New York in 1993 and currently resides in Viera, Florida, with his wife, Jessica, and their four children. He is involved in the community as a member of the Rockledge Rotary Club and serves on the board of directors for organizations including Family Promise of Brevard. Outside of his professional responsibilities, Mathew enjoys spending time with his family, traveling, barbecuing with friends, and following college football. He is also involved with local groups such as Family Promise of Brevard, Rockledge High School, Rotary, and Viera Little League.

James Szczybor is a financial advisor with Edward Jones in Satellite Beach, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price and Amazon. Outside of finance, he assists his wife by managing annual report filings for her medical business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, proprietary funds, and tax-efficient services under a fiduciary standard.

Todd Starkey is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages rental properties through his sole ownership of Little Brook Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Eric Beerensson is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2010 and previously spent five years at Edward Jones and six years at Morgan Stanley DW Inc. He is based in Melbourne Beach, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.