Edward Donner is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2017. He previously worked at LPL Financial from 2005 to 2017. Donner serves on the board of directors for the Ocean Royale Condominium in Satellite Beach, FL. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shaun Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jacobs Technology and Radisson. From 2019 to 2021, he was involved with 4th Street Fillin' Station. 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 using analytical tools and supports various advisory programs, with additional expertise in municipal and public finance.

Lindsey Herold is a Financial Advisor with Merrill Lynch Wealth Management, serving as a team financial advisor and business manager for McKelvey, Herold, and Associates. She focuses on executing the client service model and managing team operations to support sustainable growth. Her professional expertise encompasses education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Lindsey holds a Bachelor's Degree and a Master's Degree from the University of Central Florida. She carries the Professional Investment Advisor (PIA) designation. She is involved professionally with the GWIM Women's Exchange and contributes to her community through involvement with The Master's Academy. Outside of her professional work, Lindsey's personal interests include baseball, basketball, boating, cooking, football, gardening, reading, spending time with her family, traveling, and volleyball.

Teresa Dingman is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is a partner in an LLC involved in lawn and landscaping services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Palmbach is a Series 66 credentialed financial advisor with 26 years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years with Morgan Stanley Smith Barney. 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.

Thomas Guill is a financial advisor with Ameriprise in Titusville, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christian Kurian is a financial advisor at Morgan Stanley in Melbourne, FL, with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2023. Prior to this, he was employed at the Florida Institute of Technology from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Terry George is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His career includes roles at The Prudential Insurance Company of America, PRUCO Securities, Kestra Investment Services, ProEquities, and Ameriprise Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers. The firm’s integrated platform combines adviser programs with brokerage and insurance products through affiliated entities.

Robert Schepperle is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Melbourne, FL, having worked at various Morgan Stanley entities and Bank of America/Merrill during his career. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Thomas Bixby is a financial advisor with LPL Financial and holds the CFP® and Series 63 designations. He has 42 years of industry experience and has worked with Allen & Company of Florida, Inc. since 2013, in addition to his role at LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Philip Macdonald is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he was employed by Bank of America and Merrill from 2013 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation services that support client decision-making.

Susan Whitlock Mercado is a financial advisor at Stifel with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Cetera Advisors LLC, Raymond James & Associates, and Robert Baird & Co. Outside of her advisory work, she is the founder and president of Trekdance LLC, a dance walking fitness business. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to assist with asset allocation and planning analyses.

Gina Gallo is a CFP® professional with 33 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, she was affiliated with Gallo & Russell from 2003 and Lasalle St Securities from 2001. Her other business activities include roles related to investment advisory and the sales and marketing of fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Daniel Levy is a financial advisor at UBS Financial Services in Melbourne, FL, holding a Series 66 designation with 13 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Levy serves on the board of the MOAA Cape Canaveral Scholarship Corporation, which manages a scholarship endowment to support future leaders. 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, leveraging proprietary research and capital market strategies to tailor client solutions.

Farah Sivolella is a CFP® professional with nine years of experience in financial advising, currently with Edward Jones since 2016. She holds the Series 66 designation and is based in Melbourne, FL. Outside of her advisory role, she manages a commercial real estate property in Satellite Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large network of financial advisors and branch offices across the country.

Steven Crossett is a financial advisor with Edelman Financial Engines in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously with Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.

William Gear is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he is involved in wealth management through a partnership in Gear and Buchanan Wealth Management. Wells Fargo Advisors 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 range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Steven Ulrichs is a financial advisor with LPL Financial holding a Series 66 designation. He began his career in finance in 2025 and has previously worked with API Financial Management and engaged in roles outside finance, including employment at Viera East Golf Course. He also works as a cart barn attendant at Viera East Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management options.

Christopher Squires is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. His prior experience includes roles at Collaborative Wealth, LPL Financial, LLC, and Axa Advisors, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on clients holding assets in Ameriprise Managed Accounts.

Joshua Hester is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018 and has served in the United States Army since 2011. Outside of his advisory work, Hester is involved in community and cultural organizations, including a leadership role with the Propeller Club of Port Canaveral and participation on the Viera Elementary School Advisory Council. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, utilizing firm-approved planning tools and a structured discovery process.