Andres Alvarez is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at LPL Financial for nine years and Space Coast Credit Union for four years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients choosing whether and how to implement them.

Jeremy Lindquist is a financial advisor with Mass Mutual Investors Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory work, Lindquist is involved in several business ventures, including managing a consulting firm, owning a bookkeeping and accounting service, and operating a charter boat service. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Matthew Dopira is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. He is based in Palm Bay, FL. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dano Lo Presti is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and involvement with Divine Touch Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2014. Outside of her advisory work, she is co-owner of a family business, SBS Precision Sheetmetal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Mathew Mckelvey is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing tailored financial advice to private business owners, affluent families, and individuals. He focuses on a goals-based approach to create customized strategies designed to perpetuate wealth, support philanthropic desires, and pursue legacy goals. Mathew begins every client relationship by exploring what is most important in their lives to gain a thorough understanding of their resources, lifestyle, family, goals, and business, standing alongside clients to align recommendations with their real-world objectives. Mathew earned his Bachelor's degree from Keiser University and holds the Chartered Financial Consultant (ChFC) designation as well as a Personal Investment Advisor (PIA) accreditation. He moved to Brevard County from New York in 1993 and currently resides in Viera, Florida, with his wife, Jessica, and their four children. He is involved in the community as a member of the Rockledge Rotary Club and serves on the board of directors for organizations including Family Promise of Brevard. Outside of his professional responsibilities, Mathew enjoys spending time with his family, traveling, barbecuing with friends, and following college football. He is also involved with local groups such as Family Promise of Brevard, Rockledge High School, Rotary, and Viera Little League.

James Szczybor is a financial advisor with Edward Jones in Satellite Beach, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price and Amazon. Outside of finance, he assists his wife by managing annual report filings for her medical business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, proprietary funds, and tax-efficient services under a fiduciary standard.

Todd Starkey is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages rental properties through his sole ownership of Little Brook Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Eric Beerensson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2010. 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, model portfolios, and retirement plan consulting.

John Melo is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 65 certifications and 22 years of industry experience. His prior roles include positions at Collaborative Wealth Management, LPL Financial, and Wells Fargo Advisors. Outside of his advisory work, he serves as a first officer pilot for Hera Flight. 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 retirement income recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies.

April Norris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked in medical spa and real estate-related roles. She is also vice president of a women's investment group affiliated with Better Investing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Anne Owens is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Wells Fargo Advisors in 2021. Outside of her advisory role, she serves as a trustee for a parents trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through meetings and summary letters.

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.