Melissa Mooneydomingue is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Coordinated Capital Securities, Inc. and as a self-employed advisor. She also manages Mooney Financial Services LLC, an entity involved in investment-related activities and non-variable insurance. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research from LPL Research and third parties, and various investment strategies.

Denise Holloway is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, as well as extensive experience at Paul A. Bouvier, P.A. She also serves as a bookkeeper for a condominium association and assists her family with healthcare and financial matters. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a nationwide network of over 10,000 advisors.

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.

Shannon Smithwick is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2018, she worked for Signator Investors, Inc. for 21 years. She is a co-founder of Foresight Wealth Solutions, an investment advisory and insurance firm, and serves as a grant committee member for the Brevard Community Foundation. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple managed-account platforms utilizing various portfolio construction tools and third-party solutions.

Whitney Colton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, Whitney worked at Agia and Valic Financial Advisors. Outside of advisory roles, Whitney is involved with COLTON WEALTH, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jay Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads business management efforts for his team. He brings more than 20 years of experience in the financial services industry, offering clients personalized financial strategies that align with their risk tolerance, investment goals, and liquidity needs. Jay specializes in areas such as college education planning, family wealth management, retirement income, legacy and philanthropic planning, as well as services for endowments, foundations, and non-profits. Jay earned his Bachelor of Science degree from Jacksonville State University and holds a Master of Business Administration from Auburn University. He has obtained the Chartered Retirement Planning Counselor (CRPC) designation and is also a Personal Investment Advisor (PIA). Jay maintains a range of FINRA registrations including Series 3, 6, 7, 9, 10, 31, 63, and 65. In addition to his professional responsibilities, Jay is active in the community through Rotary International. His approach focuses on listening to clients’ goals, gathering relevant information, and providing tailored recommendations to develop long-term relationships. Jay’s expertise includes creating predictable retirement income through a strategic process involving data gathering, risk assessment, and advanced simulation tools.

James Delaura is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2015. Outside of his advisory role, he serves as a board member for the Waterford Pointe Homeowners Association, participating in community activities and committees. 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, corporations, and institutions. The firm utilizes analytical tools and risk profiling to deliver non-discretionary planning and encourages implementation through its advisory programs and other providers.

William Slover Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2019 and has concurrently worked at Allen & Company of Florida, Inc. since 2012. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Matthew Lamb is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously worked at LPL Financial for 13 years and Space Coast Credit Union for 11 years. Lamb is a Series 66 credential holder and owns a business called Bank-It S Corp outside of his advisory work. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

Michael Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial counsel with expertise in legacy and estate coordination, charitable giving, retirement risk management, workplace retirement plan distribution options, and tax minimization strategies. Michael focuses on areas including corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Florida and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish. Michael has been recognized on the 2025 Forbes "Best-in-State Wealth Advisors" list and as a member of the McGee Welch & Associates team on the Forbes "Best-in-State Wealth Management Teams" list from 2023 through 2026. Outside of his professional work, Michael is involved with community organizations such as Club Esteem, Junior Achievement, and Tied Together Space Coast. His personal interests include baseball, biking, cooking, fishing, football, golfing, hiking, music, soccer, and traveling.

Elizabeth Braze is a financial advisor with Fidelity in Melbourne, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Merrill, a Bank of America Company, Primerica, and DRB Capital. Outside of her advisory work, she is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

Thomas Wilson Jr. is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked with firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, Wilson is engaged in fixed insurance sales and operates financial services businesses under the names Totus Wealth Management and Suntree Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of investment programs through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Jake Sutherlin IV is a financial advisor with Edward Jones in Indialantic, FL, holding a Series 66 designation and 22 years of industry experience. He worked at Raymond James Financial Services, Inc. from 2003 to 2025 before joining Edward Jones in 2025. Outside of his advisory role, he owns a property through St. Clair Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

William Harris is a financial advisor with Morgan Stanley in Melbourne, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves on the Endowment Management Committee and Finance Committee of Holy Trinity Episcopal Academy and is a board member of the Roy and Barbara Stevens Charitable Trust. Morgan Stanley Wealth Management provides a broad 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 planning tools and does not provide individual security recommendations as part of its standalone financial planning offerings.

Amanda Bixby is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has prior work experience at the University of Central Florida and Publix Super Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Nicole Wilbert is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She previously worked at Corebridge Financial and Van Buren Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.