Lisa Anderson is a financial advisor at Primerica Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Primerica since 1995. Outside of her advisory role, she serves as president of Anderson & Anderson of Coral Springs, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Schwarz is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses. Schwarz serves as a Special Missions Aviator in the United States Air Force Reserve, where he performs flight engineer and aerial gunner duties on combat rescue helicopters. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Daniel Podawiltz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Ledford Financial Group. He also holds a fixed insurance license in Florida. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Michael Tsarnas is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Ashley Byrne is a CFP® professional with 18 years of industry experience, currently an advisor at Edward Jones in Melbourne, FL, where she has worked since 2008. She serves on the City of Titusville General Pension Board as a trustee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Charlie Rossetter III is a financial advisor with Merrill, holding a Series 66 designation and over 31 years of industry experience. He has been with Merrill since 1994 and has worked at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Vaughn is a financial advisor at Edward Jones in Melbourne, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, and Cetera. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Altair Watson is a financial advisor at Edward Jones in Melbourne, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Roxanna Everett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Outlaw is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he served in the U.S. Army from 2013 to 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Scott is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Bankers Life Securities, Bankers Life & Casualty, Regions, Truist, and several other financial institutions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, while supporting legacy platforms and multiple third-party managed-account solutions.

John Becker is a financial advisor with LPL Enterprise in Melbourne, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024 before joining LPL Enterprise. Becker is also involved with ClearView Wealth Management, a DBA under LPL, where he works as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Allison Ross is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked for nine years at Bank of America N.A. and Merrill. J.P. Morgan Securities LLC 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 in its recommendations.

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.

Matthew Beverungen is a financial advisor with Osaic Wealth, Inc. based in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc., alongside running his own CPA practice since 1993. Outside of advisory work, he offers fixed insurance solutions and provides tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

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.