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.

Seth Riddle is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he spent 16 years at Space Coast Credit Union. He also holds a leadership role as Vice President at Huddleston, Robbins and Riddle, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

Monique Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for The Law Offices of Germain and McCarthy for nine years. She volunteers as a business mentor with the Florida Institute of Technology-WeVenture SBA mentorship program. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Joel Sanders is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Big Blue for six years and 5nine for two years. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Timothy Manko is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Sterling National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of independent advisors.

Michelle Reed is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. She has been associated with LPL Financial and JD Bowen Financial Group since 2016. Outside of her advisory work, she is a commissioned Notary Public. 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 retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Kathleen Carson is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice and written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.

Sharon Croenlein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Bank of America N.A. and Merrill, totaling over two decades before joining Wells Fargo Advisors in 2021. Outside of finance, she has a 51% ownership in a metalworking machine shop business in Cocoa, Florida. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Donner is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2017. He previously worked at LPL Financial from 2005 to 2017. Donner serves on the board of directors for the Ocean Royale Condominium in Satellite Beach, FL. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lindsey Herold is a Financial Advisor with Merrill Lynch Wealth Management, serving as a team financial advisor and business manager for McKelvey, Herold, and Associates. She focuses on executing the client service model and managing team operations to support sustainable growth. Her professional expertise encompasses education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Lindsey holds a Bachelor's Degree and a Master's Degree from the University of Central Florida. She carries the Professional Investment Advisor (PIA) designation. She is involved professionally with the GWIM Women's Exchange and contributes to her community through involvement with The Master's Academy. Outside of her professional work, Lindsey's personal interests include baseball, basketball, boating, cooking, football, gardening, reading, spending time with her family, traveling, and volleyball.

Teresa Dingman is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is a partner in an LLC involved in lawn and landscaping services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Palmbach is a Series 66 credentialed financial advisor with 26 years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years with Morgan Stanley Smith Barney. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christian Kurian is a financial advisor at Morgan Stanley in Melbourne, FL, with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2023. Prior to this, he was employed at the Florida Institute of Technology from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Terry George is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His career includes roles at The Prudential Insurance Company of America, PRUCO Securities, Kestra Investment Services, ProEquities, and Ameriprise Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers. The firm’s integrated platform combines adviser programs with brokerage and insurance products through affiliated entities.

Robert Schepperle is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Melbourne, FL, having worked at various Morgan Stanley entities and Bank of America/Merrill during his career. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.