Rodney Van Buren is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior experience includes 15 years at Valic Financial Advisors and one year at Agia. Outside of his advisory role, he is involved with Van Buren Tax Services LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by research and model portfolios from multiple sources.

Robert Godfrey is a financial advisor at Edward Jones in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including owning Big Tree Little Tree, LLC, a bonsai sales business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Henry Delgado is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel since 2007 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Noah Endicott is a financial advisor with LPL Financial in Viera, FL, holding the Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Allen and Company of Florida, LLC for two years and has experience in educational roles at Southeastern University and Saint Cloud High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Rafael Molina is a CFP® professional with 22 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years with UnionBanc Investment Services LLC. He is based in Melbourne Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base 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, utilizing model portfolios and research from internal and external sources.

Gregory Phelps is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 14 years. He is listed on an LLC related to his spouse’s business but does not have an active role in it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with a focus on municipal and public finance as well as specialized retirement plan services.

Alan Frisher is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2022. Outside of his advisory role, he serves on the boards of the Boys and Girls Club of Brevard and the Brevard Association for the Advancement of the Blind. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes to deliver tailored retirement income advice through a centralized consulting team.

Adisvel Leyva is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors in Melbourne, FL, where he has worked since 2022, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo’s research and planning tools to develop tailored recommendations for clients.

Ashton Young is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. Ashton provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events. Additionally, he connects clients to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Ashton holds a Bachelor's Degree from the University of North Florida. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach involves understanding what matters to clients and their families to create personalized financial strategies. He works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve.

Russell Glover is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he is involved as a principal of Rusty Bugs, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

David Rider Jr. is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at various Raymond James entities since 2013. Outside of his advisory role, he manages Rider Wealth Management, LLC, which supports his private wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs, with additional capabilities in municipal and public finance advisory services.

Greggory Lindquist is a financial advisor with Mass Mutual Investors Services in Melbourne, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at various companies in diverse sectors such as food service and education. He has also been involved in operating a local restaurant, Pizza Gallery and Grill. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and educational seminars, with a focus on collaborative, annual financial planning relationships.

Steven Wilmarth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jamie Wannamaker is a financial advisor at Edward Jones with two years of industry experience. He has been affiliated with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cole Wilmarth is a CFP® professional with eight years of experience in the financial industry. He has been with Raymond James & Associates since 2019 and previously worked at Fidelity Investments. Wilmarth also serves as president of a homeowners association in Melbourne, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Joyce Goff is a financial advisor with Merrill in Rockledge, Florida, holding a Series 66 designation and 33 years of industry experience. She has been with Merrill since 1995. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Christian Heinbockel is a financial advisor at Edward Jones in Satellite Beach, FL, holding a Series 66 designation. He has over 11 years of experience in the financial services industry, including roles at Bank of America and Legends Bank. Heinbockel also spent time as a homemaker between his professional engagements. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lacy Baluta is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Advisors, Inc., Financial Cornerstone Group, Borboleta Beauty, and SHOW READY Salon, LLC. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Michael Graham is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is the owner of an English pub called Pig & Whistle and is involved in nonprofit work as a founder and donor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with technology-driven analytical tools and advisory programs.

Blake Lindquist is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he was involved in the restaurant industry with roles at Pizza Gallery and Grill. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations as part of collaborative, annual client relationships.