Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work with Charlottesville Redevelopment & Housing Authority and HBC CPAs, as well as operating his own CPA practice. He has over three decades of involvement with Primerica, including his current advisory position. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third parties and offers a range of portfolio approaches supported by custodial and trade execution services.

Mark Anderson is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since the mid-1990s. Anderson also serves as Vice President of Anderson & Anderson of Coral Springs, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

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.

Mark Bassett is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Bank, Bank of America, Edward Jones, TD Ameritrade, and Merrill Lynch. Mark works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Del Bene is a financial advisor with Edward Jones in Merritt Island, FL. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Outside of advisory work, he is the owner and landlord of the Edward Jones branch office where he operates. 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 managed solutions, separately managed accounts, and affiliated mutual funds.

Marcus Utt is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and saving for unexpected events. Additionally, he provides access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Marcus holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Edgewood High School and an Associate's Degree from Eastern Florida State. His approach involves careful listening to clients to understand their values and help them create tailored financial strategies. Outside of his professional duties, Marcus is involved with the Space Coast Chamber of Commerce.

Leasha Flammio Watson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Melbourne, FL. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she provides expert testimony related to retirement accounts and investment values in divorce and alimony cases. Ameriprise is a large institutional firm that offers a retirement-income planning service for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm provides a comprehensive range of advisory, brokerage, and insurance solutions, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

John Griffis is a Senior Financial Advisor with The Coleman Group at the Merrill Lynch Wealth Management office in Rockledge, Florida. Since joining the team in 2014, he has been primarily responsible for implementing the team’s Goals-Based Wealth Management process, focusing on portfolio construction and modeling to tailor investment strategies to clients’ unique financial needs. With 25 years of experience in management and small business, John’s areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, retirement planning, philanthropic planning, portfolio management services, and socially responsible investing. He holds the Personal Investment Advisor (PIA) designation. John completed his high school education at Astronaut High School and attended Auburn University without earning a degree. Outside of his professional responsibilities, he has personal interests in golfing, music, and soccer.

Nicole Van Ness is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. In addition to her advisory role, she has been involved with Entertainment By Michael Van Ness since 2011. 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 investment approach.

Edward Flanagan is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds a Series 66 credential and previously worked at Merrill for 35 years and Bank of America for 6 years. He has ownership interests in two investment-related entities based in Melbourne, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services focused on tailored recommendations supported by Wells Fargo’s research and planning tools.

Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.

Stephen Buery is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Merritt Island office. He has been with Merrill since 2003, providing financial and wealth management strategies to individuals, senior-level executives, business owners, non-profit institutions, endowments, and estates. His areas of expertise include divorce transition planning, family wealth management, legacy planning, philanthropic planning, retirement income, and portfolio management services. Stephen holds a Bachelor of Science degree in Aviation Business Administration from Embry-Riddle Aeronautical University and is a licensed private pilot. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach focuses on understanding clients' specific situations and goals to develop personalized financial strategies. In addition to his professional work, Stephen is involved in community service with organizations such as the Boy Scouts of America and the Community Services Council. He resides in Melbourne, Florida, with his wife and two daughters. His personal interests include golf, cycling, motorcycle riding, adventure sports, biking, camping, and rock climbing.

Christina Jackson is a financial advisor with Edward Jones in Merritt Island, FL. She holds a Series 66 designation and has eight years of industry experience, including three years at AutoLoop prior to joining Edward Jones in 2017. 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 through a large network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Martinson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Melbourne, FL. He previously worked at Wells Fargo for 10 years before joining Raymond James and founding Rich Martinson & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance through affiliated advisory entities.

Edward Caulfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1988, bringing thirty years of experience focused on retirement and estate planning services. Edward specializes in areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Edward emphasizes a personalized approach to wealth management, working one-on-one with clients to develop financial strategies tailored to their long-term goals. Outside of his professional activities, Edward lives in Edgewater, Florida, and is a member of the Smyrna Yacht Club. He participates in community efforts such as the Annual Beach Clean-up and supports organizations like United Way. His personal interests include biking, boating, hiking, reading, spending time with family, traveling, and watching movies.

Jhany Alvarado is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors in Melbourne, FL. Prior to joining Wells Fargo Advisors in 2024, Alvarado worked at Bank of America, N.A. and Merrill from 2017 to 2024, and has earlier experience at TARGET from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them through various brokerage and advisory programs.

Steven Compton is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at INVEST Financial Corporation and Seacoast National Bank, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.