Pamela Henry is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Alison Hammond is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her tenure with Merrill Lynch in September 2008 as a part-time Client Associate and has since advanced to a full-time Financial Advisor role, specializing in relationship management within a wealth management team. Alison’s expertise includes college education planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, and socially responsible investing. She focuses on understanding her clients' life priorities to help them cultivate and preserve their wealth and create sustainable income streams. Alison holds the Personal Investment Advisor (PIA) designation. Her educational background includes attendance at the Fashion Institute of Design and Merchandising and a High School Diploma from Westlake High School. Outside of work, Alison participates in community activities such as Girl Scout Troops, and she enjoys biking, cooking, gardening, interior decorating, spending time with her family, and watching movies.

Amanda Lansdell is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Raymond James & Associates and AIG Capital Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles to multiple registered investment companies.

Stephen Houser is a CFP® with 27 years of experience, currently affiliated with Cetera in Rockledge, FL. He has worked at Cetera since 2004 and previously contributed 11 years at Fpt Services, Inc. Outside of his advisory work, Houser is the owner of Houser Financial Group, offering tax, accounting, and financial services, and he serves as treasurer for a nonprofit organization focused on charitable and community needs. Additionally, he owns a fishing charter business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm’s platform includes model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Catalina Mejia Hensel is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Outside of her advisory role, she is the managing member of CNB Consulting LLC and works as an associate at Crossleyshear. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Karina Dischler is a financial advisor at Edward Jones in Rockledge, Florida, holding a Series 66 designation with one year of industry experience. Her prior work includes five years at Moldi, LLC and four years in homemaking. She is a member of two LLCs involved in manufacturing/sales and real estate investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robbie Motty is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has previously worked with Avantax and 1ST Global Advisors and operates a separate CPA and wealth management practice. Cetera Investment Advisers LLC is a nationwide SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers various portfolio management and retirement services with a range of program structures and access to both affiliated and third-party managers.

Michael Paternostro is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Bailey is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Primerica Advisors since 2013 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved in Six Digit Yacht Club, Inc., where he serves as an office manager. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, utilizing model-delivery strategies and third-party asset managers for portfolio management.

Darwin Carpenter III is a financial advisor at Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Conor McGee is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the McGee Welch team. Their focus is on retirement planning and helping clients achieve their financial goals through investing and planning. Since joining Merrill Lynch in 2020, Conor has concentrated on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Conor has lived on the Space Coast his entire life and holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Melbourne Central Catholic, an Associate's Degree from Eastern Florida State College, and a Bachelor's Degree from the University of Central Florida. Outside of his professional work, Conor is active in his community as a Boy Scouts of America Scout leader and a member of the Melbourne Rotary. His personal interests include adventure sports such as biking, boating, camping, fishing, photography, rock climbing, scuba diving, skiing, and traveling.

Maria Reza is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Cocoa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. for over two decades and has also been an ESL instructor at Inlingua Language Institute since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure.

Celeste Byers is a CFP® professional affiliated with LPL Financial in Melbourne, FL, with 29 years of experience in the financial industry. Her career includes roles at LPL Financial since 2017, Seacoast National Bank since 2016, and previous positions at INVEST Financial Corp, Truist Advisory Services, and BB&T Investment Services. She is also involved with Seacoast Investment Services in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by a large network of investment adviser representatives using diverse strategies and tools.

Delmer Carter is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Chad Helpling is a CFP® professional with 21 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns and operates Helpling's Hot Flakes, a business that produces and sells habanero flakes at local farmers markets. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold, with advisors using proprietary research and tools to develop personalized recommendations.

Candice Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at firms including Truist Investment Services, Wells Fargo Clearing, and Raymond James. Outside of her advisor role, she operates Holland & Co Wealth Advisors LLC, managing a wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wei Ji is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and with eight years of industry experience. Prior to joining Morgan Stanley in 2017, Wei worked for Bulgari Corporation of America from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Kristine George is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Wells Fargo Advisors in 2023. Outside of her advisory role, she serves as a trustee for her parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Richard Lalor is a financial advisor with Primerica Advisors in Titusville, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.