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.

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.

Leasha Flammio Watson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Melbourne, FL. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she provides expert testimony related to retirement accounts and investment values in divorce and alimony cases. Ameriprise is a large institutional firm that offers a retirement-income planning service for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm provides a comprehensive range of advisory, brokerage, and insurance solutions, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

John Griffis is a Senior Financial Advisor with The Coleman Group at the Merrill Lynch Wealth Management office in Rockledge, Florida. Since joining the team in 2014, he has been primarily responsible for implementing the team’s Goals-Based Wealth Management process, focusing on portfolio construction and modeling to tailor investment strategies to clients’ unique financial needs. With 25 years of experience in management and small business, John’s areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, retirement planning, philanthropic planning, portfolio management services, and socially responsible investing. He holds the Personal Investment Advisor (PIA) designation. John completed his high school education at Astronaut High School and attended Auburn University without earning a degree. Outside of his professional responsibilities, he has personal interests in golfing, music, and soccer.

Nicole Van Ness is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. In addition to her advisory role, she has been involved with Entertainment By Michael Van Ness since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Edward Flanagan is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds a Series 66 credential and previously worked at Merrill for 35 years and Bank of America for 6 years. He has ownership interests in two investment-related entities based in Melbourne, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services focused on tailored recommendations supported by Wells Fargo’s research and planning tools.

Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.

Stephen Buery is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Merritt Island office. He has been with Merrill since 2003, providing financial and wealth management strategies to individuals, senior-level executives, business owners, non-profit institutions, endowments, and estates. His areas of expertise include divorce transition planning, family wealth management, legacy planning, philanthropic planning, retirement income, and portfolio management services. Stephen holds a Bachelor of Science degree in Aviation Business Administration from Embry-Riddle Aeronautical University and is a licensed private pilot. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach focuses on understanding clients' specific situations and goals to develop personalized financial strategies. In addition to his professional work, Stephen is involved in community service with organizations such as the Boy Scouts of America and the Community Services Council. He resides in Melbourne, Florida, with his wife and two daughters. His personal interests include golf, cycling, motorcycle riding, adventure sports, biking, camping, and rock climbing.

Christina Jackson is a financial advisor with Edward Jones in Merritt Island, FL. She holds a Series 66 designation and has eight years of industry experience, including three years at AutoLoop prior to joining Edward Jones in 2017. 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 through a large network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Martinson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Melbourne, FL. He previously worked at Wells Fargo for 10 years before joining Raymond James and founding Rich Martinson & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance through affiliated advisory entities.

Edward Caulfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1988, bringing thirty years of experience focused on retirement and estate planning services. Edward specializes in areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Edward emphasizes a personalized approach to wealth management, working one-on-one with clients to develop financial strategies tailored to their long-term goals. Outside of his professional activities, Edward lives in Edgewater, Florida, and is a member of the Smyrna Yacht Club. He participates in community efforts such as the Annual Beach Clean-up and supports organizations like United Way. His personal interests include biking, boating, hiking, reading, spending time with family, traveling, and watching movies.

Jhany Alvarado is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors in Melbourne, FL. Prior to joining Wells Fargo Advisors in 2024, Alvarado worked at Bank of America, N.A. and Merrill from 2017 to 2024, and has earlier experience at TARGET from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them through various brokerage and advisory programs.

Steven Compton is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at INVEST Financial Corporation and Seacoast National Bank, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national 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 options.

Kevin Smithwick is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He worked previously at Jhfn Sii from 2011 to 2018 before joining OSAIC in 2018. Smithwick serves as a board member for the Grand Lodge of Free and Accepted Masons of Florida and is a governor on the board of Shriners Healthcare for Children, Florida. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction process supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a variety of investment vehicles and third-party money managers.

Michael Weiss is a Series 66-credentialed advisor with Raymond James & Associates, where he has worked since 2014. He has 19 years of industry experience. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Christel Marquis is a financial advisor at Stifel with two years of industry experience. She previously worked at Edward Jones for 23 years before joining Stifel in 2025. Marquis is also a licensed notary public in Florida. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Thomas Gregory is a financial advisor with Ameriprise in Palm Bay, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service for clients nearing or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Kevin Delgado is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and JP Morgan Chase Bank. Delgado is based in Viera, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.