Diana Jabbour is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at LPL Financial since 2009 and previously spent nine years at Atlantic Real Estate Brokerage. Additionally, she is a Notary Public in Florida and offers notary services to clients without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Jeremy Winig is a financial advisor with Morgan Stanley in West Melbourne, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Charles Schwab, Voya Retirement Advisors, and Voya Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and modeling techniques.

Melissa Flammio Clark is a CFP®-credentialed financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she owns Dragonfly Wealth Management LLC, a fee-only practice based in Melbourne, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning options and integrates advisory services with other financial products through a network of financial advisors.

Sarah Depagter is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a wellness advocate for doTERRA International LLC, purchasing essential oils at wholesale. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to registered investment companies and multi-manager fund structures.

James Batch is a CFP®-credentialed financial advisor at Raymond James Financial with four years of industry experience. He has worked exclusively with Raymond James Financial Services since 2020, and prior to that held roles at Morgan Stanley and Harvard University. He is involved in client-facing activities through his role as an independent contractor with Batch Private Wealth Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Melanie Featherstone is a Series 66-licensed financial advisor with Edward Jones in Melbourne, FL. She joined Edward Jones in 2026 after 12 years at Turner and Townsend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kathleen Willason is a Series 66-licensed financial advisor at Edward Jones in Melbourne, FL, with 10 years of industry experience, all of which have been at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Daniel Rivera is a CFP® with 31 years of industry experience, currently advising at Cetera in West Melbourne, FL. He has been with Cetera and Regions Bank since 2014. Outside of his advisory role, Rivera volunteers with Junior Achievement and serves on the fundraising committee for New Life Mission. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting both discretionary and non-discretionary program structures.

Elizabeth Oros is a ChFC® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008, based in Melbourne, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Andrew Dier is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at J.P. Morgan Chase Bank LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fong Chan is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Investment Services and Regions Bank. Outside of advising, he has been involved in real estate ownership. 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 recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jacqueline Bartosz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James since 2019 and previously spent over 29 years at Painewebber, Inc. and UBS Financial Services. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research resources.

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 with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. His prior roles include positions 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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-credentialed financial advisor with Cambridge Investment Research Advisors, based in Melbourne, FL, and has three years of industry experience. Prior to his current role, he spent 17 years at Titan Steel Corp. and continues to provide consulting services in accounting and bookkeeping as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client needs.

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 with Osaic, holding Series 66 and Series 63 designations and over 20 years of industry experience. His prior roles include positions at CrowdStreet Capital LLC, Transamerica Financial Advisors, and National Asset Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Michele Schneider is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, she worked at Woodbury Financial Services for 13 years. She is based in Indian Harbour Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Steven Esala is a financial advisor with Thrivent Investment Management in Satellite Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account services while maintaining separation between the two.