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.

Benjamin Buchanan is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He has ownership interests in two investment-related practices, Gear and Buchanan Wealth Management and BMB Planning LLC, both based in Melbourne, FL. Outside of finance, Buchanan teaches yoga and fitness classes and works as a film and commercial actor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools, providing discrete planning engagements across various specialized areas such as retirement, education, and business-owner transition planning.

Diego Reyes Cano is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, Mitsubishi Power America, Northwestern Mutual Company, and the University of Central Florida. 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, institutions, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

Kaori Fischer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Barnes & Noble Booksellers for 15 years and has held a role with the Brevard Symphony Orchestra, Inc. Outside of her advisory duties, Fischer teaches advanced ballet at the Melbourne City Dance Center as a substitute dance teacher. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment advisory programs and affiliated financial services.

Alexander Thompson is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates in Melbourne, FL. His career includes roles at One + One Wealth Management, LLC, Fidelity Brokerage Services LLC, and Strategic Advisers, Inc. Thompson holds Series 66 and Series 63 licenses in addition to his CFP® designation. Raymond James & Associates, Inc. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Dale is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1997, totaling 33 years of industry experience. Based in Melbourne, FL, he serves clients through one of the largest independent broker-dealers in the industry. Dale also serves as an elected supervisor on the board of the Viera East Community Development District, a special-purpose government entity managing community assets and services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of portfolio strategies supported by LPL Research and third-party subadvisors.

Stephen Rossi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services in various advisory roles since 1992 and operates a holding company, Stephen G Rossi Jr. PA, as well as Rossi and Associates, an independent contractor business focusing on insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to multiple third-party money managers through a multi-manager platform.

Jennifer Madden is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014, with a brief period at Crane Private Wealth Group, LLC. Madden also has experience outside finance, having worked at the Nicole Cote School of Dance for one year. 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, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by research and multiple portfolio management styles.

Michael Carey is a financial advisor at FuturePlan Financial with two years of industry experience. He holds a Series 65 designation and is based in Melbourne, FL. Outside of his advisory role, he has been involved with Church in the Wild since 2016. FuturePlan Financial operates as an independent firm with a single advisor.

William Jackson is the principal advisor and founder of Jackson Financial, Investment & Retirement Services, Inc., with 25 years of experience in the financial industry. He holds a Series 65 designation and is also a licensed CPA, managing a separate accounting practice. His professional activities include providing tax preparation and accounting services alongside his advisory role. Jackson Financial, Investment & Retirement Services is a single-advisor firm based in Melbourne, FL, serving individuals, trusts, and retirement plans. The firm offers non-discretionary investment advice and portfolio management primarily through mutual funds, tailoring portfolios to clients' objectives and risk tolerance.

Chad Shoultz is a CFP®-certified financial advisor with 21 years of industry experience. He has been principal at Financial Planning & Management, LLC since 2012. Chad holds a Series 63 license and is also a licensed insurance agent. Financial Planning & Management, LLC is an independent firm based in Indialantic, FL, focusing on personalized financial planning and wealth management services.

Dean Erickson is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at Bionic Capital, an independent firm based in Melbourne, FL, where he has worked since 2009. Outside of his advisory role, he operates StartupDomains.com and BrandLily.com, businesses through which he sells domain names. Bionic Capital serves clients independently, with a focus determined by Dean Erickson's approach to investment management.

William Drexler is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at XYPN Sapphire. He previously worked at Ameriprise Financial Services and J.W. Cole Advisors, among other firms. Drexler serves on the board of directors for the Early Learning Coalition in Melbourne, FL. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports nearly 50 affiliated advisors through a centralized structural model.