Philip Amick is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones and Harris Corporation and has entrepreneurial experience with Salon Comfort, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Christopher Davis is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers since 2017 and Cetera Financial Specialists since 2004. In addition to his advisory role, he is a partner at Brevard Accounting Group, a CPA firm where he has been involved in accounting and tax practice since 1999. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a network of more than 10,000 advisors.

David Gamblin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2009 to 2023. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals utilizing various portfolio management strategies and platform arrangements.

Ellen Cunningham is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2013. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

James Arnold is a CFP® and holds a Series 66 license with 22 years of experience in the financial industry. He has operated Arnold Insurance & Financial Services, LLC in Cocoa, FL since 2015. In addition to his advisory role, he works as an insurance producer for life, health, and property and casualty insurance. Arnold Insurance & Financial Services, LLC is an independent firm serving clients with a range of financial and insurance planning services.