Maria Reino is a Series 66-licensed financial advisor with Morgan Stanley in Melbourne, FL, with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Scott is a financial advisor with LPL Financial in Merritt Island, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc., each for 13 years. Additionally, he operates Steve Scott Financial Services, offering advisory and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Mirabile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, she worked at UBS Financial Services for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Diana Jabbour is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at LPL Financial since 2009 and previously spent nine years at Atlantic Real Estate Brokerage. Additionally, she is a Notary Public in Florida and offers notary services to clients without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Peter Mannino Jr. is a Senior Resident Director at Merrill Lynch Wealth Management and serves as President for Bank of America in East Central Florida, overseeing operations in Brevard, Volusia, and Flagler Counties. He has been with Merrill Lynch since 2005, progressing through roles including Administrative Manager and Resident Director, and currently leads the Merrill Lynch Wealth Management office in Brevard County. In addition to his leadership roles, Peter is an experienced Financial Advisor and co-leads the Bolton Mannino Group, which provides clients with personalized wealth management strategies and guidance tailored to their life goals. Peter's expertise spans banking, management, investments, financial analysis, and wealth management. His client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science degree in Hospitality Management from Johnson & Wales University. Beyond his professional commitments, Peter actively participates in community organizations. He serves on the boards of the East Coast Zoological Foundation, Junior Achievement of the Space Coast, and the Melbourne Regional Chamber of Commerce. He also supports several local charitable organizations and is involved with groups such as Elevate Brevard, Neighbor Up Brevard, and JDRF. Peter enjoys football, golfing, and traveling, and is married with two children.

Silvia Nemeth is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously worked at Ameriprise Financial Services Inc. from 2010 to 2016. Outside of her advisory role, she is the sole proprietor of Deep Intentions Fishing LLC, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through a structured planning process without specific security recommendations as part of its standalone financial planning.

Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work with Charlottesville Redevelopment & Housing Authority and HBC CPAs, as well as operating his own CPA practice. He has over three decades of involvement with Primerica, including his current advisory position. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third parties and offers a range of portfolio approaches supported by custodial and trade execution services.

Mark Anderson is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since the mid-1990s. Anderson also serves as Vice President of Anderson & Anderson of Coral Springs, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ashley Campisi is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 11 years of industry experience, including multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. Her prior work includes positions at Suntrust and Fidelity Bank of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Hoffmann is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.

Sarah Depagter is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a wellness advocate for doTERRA International LLC, purchasing essential oils at wholesale. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to registered investment companies and multi-manager fund structures.

Richard Miller is a CFP® with 30 years of experience in the financial industry. He is currently with OSAIC and has held prior positions at Securities America, Inc. and Questar Asset Management. Miller serves as board chairman of the Brevard Schools Foundation, a nonprofit organization focused on governance and fundraising. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment options on discretionary or non-discretionary terms.

Mark Bassett is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Bank, Bank of America, Edward Jones, TD Ameritrade, and Merrill Lynch. Mark works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Melanie Featherstone is a Series 66-licensed financial advisor with Edward Jones in Melbourne, FL. She joined Edward Jones in 2026 after 12 years at Turner and Townsend. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Del Bene is a financial advisor with Edward Jones in Merritt Island, FL. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Outside of advisory work, he is the owner and landlord of the Edward Jones branch office where he operates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds.

Marcus Utt is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and saving for unexpected events. Additionally, he provides access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Marcus holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Edgewood High School and an Associate's Degree from Eastern Florida State. His approach involves careful listening to clients to understand their values and help them create tailored financial strategies. Outside of his professional duties, Marcus is involved with the Space Coast Chamber of Commerce.

Andrew Dier is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at J.P. Morgan Chase Bank LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fong Chan is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Investment Services and Regions Bank. Outside of advising, he has been involved in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.