Walter Crossley Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Raymond James since 2003 and is president of Crossley Shear Inc. He serves as a board member for 321 Empowerment Inc., a nonprofit focused on educating and empowering high school males, where he participates on the budgeting committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal advisory and SIMPLE IRA employer consulting services.

Jason Holland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for nine years. Outside of his advisory role, he is CEO of Holland & Co. Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, while also maintaining specialized programs in municipal and public finance.

Stephanie Edmunds is a Financial Advisor at Merrill Lynch Wealth Management. She dedicates her practice to helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. Her expertise encompasses investment planning, retirement planning, tax-efficient strategies, and risk management. Stephanie holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Franklin College. Stephanie prioritizes building long-term relationships with clients, focusing on trust, integrity, and a thorough understanding of their unique financial needs. Beyond her professional role, Stephanie is involved in the Rotary community organization. In her personal time, she enjoys boating, fishing, and spending time with her family.

Steven Aylmer is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Limone Morales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. Their work history includes positions in retail, healthcare ministry, and investment services. Outside of financial advising, Morales works as an independent contractor driver for non-investment-related companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by third-party custodians and overlay managers.

Michael Orndorf is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served eight years in the US Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

James King is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CUNA Mutual Group, PNC Investments, Cetera Investment Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Maria Reino is a Series 66-licensed financial advisor with Morgan Stanley in Melbourne, FL, with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Scott is a financial advisor with LPL Financial in Merritt Island, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, J.W. Cole Financial, BrokersXpress, Ameriprise, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and technological tools.

Melissa Mirabile is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at UBS Financial Services from 2013 to 2025 and Morgan Stanley from 2007 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Peter Mannino Jr. serves as the Senior Resident Director of Merrill Lynch Wealth Management in Brevard County, Florida, and is also the President for Bank of America in East Central Florida, overseeing Brevard, Volusia, and Flagler Counties. He has been with Merrill Lynch since 2005, initially supporting the management team of the Central Florida Market before advancing to roles in risk and compliance management, and later leading the Brevard Merrill office as Resident Director starting in 2017. In 2023, he co-founded the Bolton Mannino Group, a practice focused on providing clients with wealth management strategies aligned with their life goals. Peter has expertise in areas including banking, management, investments, financial analysis, and wealth management. His client focus encompasses education planning, family wealth management strategies, philanthropic planning, portfolio management, and retirement income, among others. He holds a Personal Investment Advisor designation and earned a Bachelor's Degree in Hospitality Management from Johnson & Wales University. Beyond his professional roles, Peter contributes to the community through involvement with multiple organizations such as the East Coast Zoological Foundation, Junior Achievement of the Space Coast, Elevate Brevard, and the Melbourne Regional Chamber of Commerce. He also participates in charitable efforts and leadership programs within the region. Peter enjoys football, golfing, and traveling, and has been married since 2007 with two children.

Silvia Nemeth is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously worked at Ameriprise Financial Services Inc. from 2010 to 2016. Outside of her advisory role, she is the sole proprietor of Deep Intentions Fishing LLC, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through a structured planning process without specific security recommendations as part of its standalone financial planning.

Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at Charlottesville Redevelopment & Housing Authority and HBC CPAs, along with operating his own CPA practice. He has also been affiliated with Primerica Financial Services since 1995. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports accounts through custodians like Pershing, operating on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Mark Anderson is a financial advisor with Primerica Advisors based in Rockledge, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Anderson has been associated with Primerica Financial Services since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies supported by third-party managers and custodial services. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Ashley Campisi is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 11 years of industry experience, including multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. Her prior work includes positions at Suntrust and Fidelity Bank of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Hoffmann is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.

Sam Hnilicka is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Regions Bank and Unitas Financial, as well as work in food service, including pizza making for a Central Florida restaurant group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Richard Miller is a CFP® with 30 years of experience in the financial industry. He is currently with OSAIC and has held prior positions at Securities America, Inc. and Questar Asset Management. Miller serves as board chairman of the Brevard Schools Foundation, a nonprofit organization focused on governance and fundraising. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations 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 include a range of investment options on discretionary or non-discretionary terms.