Garrett Kent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Edward Jones. Before entering the financial sector, he held various roles including six years at St Lucie Public Schools. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Krenek is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and possessing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor its advice, and emphasizes the use of Ameriprise-managed accounts within its investment approach.

Judith Peace is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2014, including Wells Fargo Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options for clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

David Luethje is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He is the owner and CEO of Luethje Wealth Management LLC and is also associated with The Kanner Group LLC in a financial advisory capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Brandon Albertoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Prior to this, he held several leadership positions within Fidelity Investments, including Assistant Branch Leader, Team Leader in Investment Solutions, Client Relationship Manager, and Client Services. Brandon's extensive experience at Fidelity Investments spans from 2015 to the present, where he has progressively taken on roles with greater responsibility. His expertise includes investment solutions, client relationship management, and client services leadership. Outside of his professional responsibilities, Brandon enjoys family activities, fishing, golf, outdoor adventures, pets, and volunteering.

Joy Mead is a financial advisor with Mead Wealth Management LLC in Vero Beach, FL, holding a Series 63 designation and over 34 years of industry experience. She has worked at several firms including First Dominion Capital Corp and Raymond James Financial Services Advisors Inc. In addition to her advisory role, Mead is an independent insurance agent affiliated with Legends Financial Marketing Services and Southwest Annuities Marketing. Mead Wealth Management LLC is an independent firm serving individual clients by providing investment advice and portfolio oversight tailored to their financial goals.

Brian Duncanson is a financial advisor at Vero Strategic Yield, LLC in Vero Beach, FL, holding a Series 65 designation with three years of industry experience. He has also been involved with Spartan Race, Inc. since 2010. Outside of his advisory work, he is the CEO of Genesis Adventures, Inc., a business he founded in 2001 that is no longer active. Vero Strategic Yield, LLC is an independent firm operating as a sole advisor practice.