Rebecca Byron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Raymond James entities since 2009 and serves as an associate at Crane Private Wealth Group. Outside of her advisory roles, she has been involved with the Eau Gallie Harbor Club Condominium Homeowners Association since 2014. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports municipal and public-finance work with specialized advisory programs.

John Sivolella is a financial advisor with Edward Jones in Melbourne, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branches.

Jessica Bolton is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked exclusively at Edward Jones since 2018. Outside of her advisory role, she is a 50% owner of M&B Ventures FL, LLC, an aviation maintenance business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Chelcey Madrid is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of her advisory role, she serves as an operations manager at CPA Financial Enrichment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance services.

Alexander Schwarz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Avantax entities and Trinity Wealth Securities, and he serves as a Technical Sergeant and Special Missions Aviator in the United States Air Force Reserve. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and managers.

Daniel Podawiltz is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Ledford Financial Group, Commonwealth Financial Network, and Ameriprise Advisor Services. He is also involved in fixed insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by extensive operational tools and a large national network of advisors.

Michael Tsarnas is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Charlie Rossetter III is a financial advisor with Merrill, holding a Series 66 designation and over 31 years of industry experience. He has been with Merrill since 1994 and has worked at Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Vaughn is a financial advisor at Edward Jones in Melbourne, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, and Cetera. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Altair Watson is a financial advisor at Edward Jones in Melbourne, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

David Outlaw is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he served in the U.S. Army from 2013 to 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Scott is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bankers Life Securities, Bankers Life & Casualty, and Regions. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across multiple asset classes, supported by various third-party platforms and program options.

John Becker is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Melissa Mooneydomingue is a financial advisor with LPL Financial in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Coordinated Capital Securities, Inc. for nine years and has been self-employed since 1995. Outside of her advisory role, she operates Mooney Financial Services, LLC, which serves as the business entity for her LPL activities and investment-related purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, and institutions with a range of financial planning, asset management, and institutional platforms.

Denise Holloway is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She has worked at Avantax Investment Services and 1st Global Advisors, with earlier experience at Paul A. Bouvier, P.A. Denise serves as a bookkeeper for a local condominium association and assists family members through power of attorney responsibilities. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. It serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services across multiple program structures.

Patricia Picornell is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves on the board of directors for Florida Whips, a statewide nonprofit dedicated to carriage driving, where she coordinates events in Southeast Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and market insights.

Daniel Blaha is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James. Outside of his advisory role, he co-owns a rental property business with his wife and sells fixed and indexed insurance and annuity policies through an independent marketing organization. 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 charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with institutional consulting and portfolio management.

Craig Obrzut is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Obrzut works out of Melbourne, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Geri Alexander is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she owns and operates Evelyn Rose Vintage, an online vintage clothing business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage functions.

Randall Coleman is a Wealth Management Advisor based in the Rockledge, Florida Merrill Lynch Wealth Management office. Since joining Merrill Lynch Wealth Management in 1994, he has worked with clients and their professional advisors to develop comprehensive wealth management strategies tailored to individual and family financial objectives. His client focus areas include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Randall earned a Bachelor of Science degree in Accounting from the University of Central Florida and maintains his CPA certification in Florida. Although he does not provide tax advice in his role at Merrill Lynch, his accounting background supports his ability to assist clients and their advisors with complex taxation, wealth transfer, and estate planning matters. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Randall participates actively in his community, serving on multiple boards such as the Brevard County Civilian-Military Relations Council, Eastern Florida State College Foundation, Friends of the Children’s Advocacy Center of Brevard, United Way of Brevard County, YMCA of Titusville Family Center, and the Jess Parrish Medical Foundation, where he currently serves as Chair Elect. He is a past president of the Titusville Sunrise Rotary and the Brevard County Estate Planning Council, among other organizations. Randall lives in Titusville, Florida, with his wife Mary and their children, and engages in activities including boating, gardening, photography, reading, traveling, volunteer event photography, guest speaking on leadership topics, and teaching Sunday School.