William Orndorf is a CFP®-credentialed financial advisor with 29 years of industry experience, currently practicing at Wells Fargo Advisors since 2021. He previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a protection team member for an Orlando-based tactical security organization. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, employing a broad range of planning options supported by firm research and tools.

Arielle Kingston is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She has worked with multiple entities within the Cetera network since 2026 and is involved with the Viera Suntree Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services.

Darlene Colbert is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes five years at Merrill and twenty years with Fidelity Brokerage Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to several registered investment companies and fund-of-funds.

Tyler Lawrence serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He emphasizes a disciplined approach that begins by understanding each client’s financial situation, family, and priorities. Tyler’s practice focuses on delivering personalized service in areas including equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income planning. With a Bachelor's Degree from the University of Central Florida and the professional designation of Personal Investment Advisor (PIA), Tyler applies his expertise to help clients take control of their financial future. He utilizes tools like the Merrill Personal Wealth Analysis® to assist clients in forecasting income and expenses under varying market conditions and economic factors. His team provides support in tax mitigation strategies, private placements, equity compensation plan diversification, 401(k) and IRA optimization, and cash flow management. Tyler has spent his entire life on Florida’s Space Coast, where he and his family live close to the ocean. Outside of work, he enjoys golfing, music, surfing, traveling, and spending time with his family. He values being part of the local community and serving those who also call the Space Coast home.

Robert Patrick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held roles at TIAA-CREF and Tiaa between 2016 and 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm’s approach separates planning and managed-account services, allowing clients the option to combine them under a consolidated billing program called “WealthPlan.”

Pamela Thayer is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Pamela has worked with Metropolitan Life Insurance Company and MetLife Securities Inc. since 1996 and has been with MassMutual and its subsidiaries since 2016. She is also an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements without discretionary investment authority.

Jason Carey is a financial advisor with Edward Jones in Cocoa Beach, FL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including four years at Cleveland Clinic Indian River Hospital prior to joining Edward Jones in 2019. Carey is also a co-founder and part owner of Trophy Inc., a software company based in Poughkeepsie, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory and wealth management solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Fitzgerald is a financial advisor with Edward Jones in Indian Harbour Beach, FL, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including 12 years at Edward Jones. Outside of his advisory role, he manages Fitzgerald Land Holdings LLC, a real estate holding company focused on long-term investment land acquisitions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Walker is a financial advisor with OSAIC, holding a Series 66 credential and one year of industry experience. Prior to joining OSAIC, he held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of finance, he has experience with Walker Painting Company LLC and church-related activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to clients' needs.

James Ducharme is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of industry experience. He has worked at Raymond James & Associates since 2019, following a 23-year tenure at UBS Financial Services and Paine Webber. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services.

Vika Schuhart is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Edward Jones. Her current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Valentino Scaramuzzo is a CFP® and ChFC® with 41 years of industry experience. He has been with Ameriprise since 2005 and currently operates in Melbourne, FL. He manages his practice operations through an ownership interest in Valentino A Scaramuzzo LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Terri Janssen is a financial advisor with Edward Jones in Melbourne, FL. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting an extensive nationwide network of financial advisors.

Steven Leatherman is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory work, he is a partner in Six Digit Yacht Club, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based wrap fee structure.

Irina Ceruti is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and four years of industry experience. Her previous roles include positions at Wells Fargo Bank, N.A., and Space Coast Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory services supported by structured processes and firm-approved tools.

Kateryna Yergina is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within Wells Fargo’s network since 2015. Outside of advising, she manages rental properties in Indialantic, 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 and integrates advisory offerings with other financial products and referral channels.

Robert Yahney is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals, families, executives, and small to mid-sized businesses to connect various aspects of their financial lives. Robert assists clients in understanding their financial situation, risk tolerance, time horizon, and liquidity needs to help them prioritize and pursue their short- and long-term goals. With 23 years in the financial services industry, Robert joined Merrill Lynch Wealth Management in 1998. He applies his experience by combining personalized service with investment insights from Merrill and banking access through Bank of America. Robert holds a Bachelor of Arts degree from the University of Florida and an MBA in Finance from Barry University. His professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).

Angelo Oddo is a financial advisor with Raymond James & Associates in Melbourne, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James & Associates since 2014. 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 wide range of clients, including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by extensive research and diverse portfolio management options.

Steven Libby is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Libby is also the owner and manager of Libby Advisors LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and employs a multi-manager platform with multiple program options and custodial relationships.

Craig Hoelzer is a financial advisor at Merrill with Series 63, 65, and 66 licenses and 43 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a trustee for a family trust. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.