Matthew Van Someren is a financial advisor with Morgan Stanley in Melbourne, Florida, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with real estate through ownership and membership in Van Someren Properties, LLC and Curacau Holdings LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured financial planning processes and a variety of investment and planning tools tailored to client needs.

Warren Weeks is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. His prior roles include extensive tenure at First Allied Securities and First Allied Advisory Services. He is also a consultant for Strategic Wealth Consultants Group, Inc. and a direct owner of Adams Financial Services PA. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Courtney Leone is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2021, and previously was employed at RUE21 for twelve years. Merrill, together 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, and institutions.

Jean Paul Couturier is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. and Wamu Investments, Inc. He holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Manuel Franco is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 13 years each. Outside of his advisory role, Franco is involved with Manny's Allstar Band, a music group based in Cocoa Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing model portfolios and research from multiple sources and incorporating various investment strategies.

Christopher Sherman is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various modeling techniques to support client financial plans.

John Gideon is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for a financial 401(k) plan. 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 institutions. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with other financial products and referral channels.

Tracy King is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She leverages insights from Merrill and banking solutions from Bank of America to create flexible approaches suited to changing market conditions. Tracy holds a Bachelor's Degree from the University of Central Florida and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is engaged in her community through service with her church, Rotary Club, and various community projects. Outside of work, Tracy enjoys boating, horseback riding, running, skiing, tennis, and spending time with her family.

David Stevens is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in February 2000. He began his career in the financial services industry in 1992 and specializes in understanding the priorities and needs of affluent and high-net-worth individuals and their families. David provides personalized financial strategies aimed at helping clients pursue their long-term goals, utilizing resources from Merrill Lynch and Bank of America to address various aspects of clients’ financial lives. He holds a Bachelor of Science degree in Economics, graduating Summa Cum Laude from Rollins College. David is a qualified Portfolio Manager and offers both traditional advice and discretionary portfolio management, incorporating individual securities, Merrill model portfolios, and third-party investment strategies. His professional credentials include the Certified Private Wealth Advisor® and Certified Investment Management Analyst® certifications from Investments & Wealth Institute™, awarded in partnership with the University of Chicago Booth School of Business and the Wharton School at the University of Pennsylvania. Additionally, he holds the Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist designations. David’s client focus areas include corporate executive services, family wealth management strategies, legacy planning, philanthropic planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional work, he has personal interests in golfing, music, and traveling.

Kamran Sarkarati is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member of the Brevard County Housing Finance Authority in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Garrison is a financial advisor with LPL Financial in Melbourne, FL, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Space Coast Credit Union from 2016 to 2019. Outside of his advisory role, he coaches senior high school baseball in Palm Bay, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research from multiple sources.

Dona Hertz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Ameriprise since 2009, serving clients from Melbourne, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment framework.

Alexander Salazar is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at FMR, Florida State University, and Tsamoutales Strategies. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Walter Crossley Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Raymond James since 2003 and is president of Crossley Shear Inc. He serves as a board member for 321 Empowerment Inc., a nonprofit focused on educating and empowering high school males, where he participates on the budgeting committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal advisory and SIMPLE IRA employer consulting services.

Jason Holland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for nine years. Outside of his advisory role, he is CEO of Holland & Co. Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, while also maintaining specialized programs in municipal and public finance.

Stephanie Edmunds is a Financial Advisor at Merrill Lynch Wealth Management. She dedicates her practice to helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. Her expertise encompasses investment planning, retirement planning, tax-efficient strategies, and risk management. Stephanie holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Franklin College. Stephanie prioritizes building long-term relationships with clients, focusing on trust, integrity, and a thorough understanding of their unique financial needs. Beyond her professional role, Stephanie is involved in the Rotary community organization. In her personal time, she enjoys boating, fishing, and spending time with her family.

Steven Aylmer is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Limone Morales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. Their work history includes positions in retail, healthcare ministry, and investment services. Outside of financial advising, Morales works as an independent contractor driver for non-investment-related companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by third-party custodians and overlay managers.

Michael Orndorf is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served eight years in the US Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Ryan Franco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He has worked at LPL Financial since 2023 and previously has experience with API Financial Management and Sigma Financial Corp. Outside of his advisory roles, he is involved with Franco Med Tech, a business entity he has managed since 2013, and also works as a Medical Device Coverage Representative for Valle Sales Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management tailored to client needs.