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 affiliated with 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 provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Robert Schepperle is a financial advisor at Morgan Stanley in Melbourne, FL, holding a Series 66 credential with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Thomas Bixby is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Allen & Company of Florida, Inc., and Morgan Stanley, where he worked for a total of 15 years across several divisions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party asset management, and customized strategies supported by proprietary research and technology.

Philip Macdonald is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he was employed by Bank of America and Merrill from 2013 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation services that support client decision-making.

Daniel Holohan is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Di Bella is a financial professional with 37 years of industry experience, currently affiliated with Cetera since 2023. He holds Series 63 and Series 66 credentials and has previously worked with firms including Securian Financial Services and Massachusetts Mutual Life Insurance Company. Di Bella serves as a board member of the Home Builders Contractors Association in Melbourne, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and provides access to various program structures and custodial relationships.

Susan Whitlock Mercado is a financial advisor at Stifel with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Cetera Advisors LLC, Raymond James & Associates, and Robert Baird & Co. Outside of her advisory work, she is the founder and president of Trekdance LLC, a dance walking fitness business. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to assist with asset allocation and planning analyses.

Jason Prestwood is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Gina Gallo is a financial advisor at OSAIC with over 33 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, she spent 20 years at Gallo & Russell and 22 years at LaSalle St Securities. Outside of her advisory role, she is a partner at Foresight Wealth Solutions, an LLC involved in marketing and branding investment advisory services. OSAIC serves a broad mix 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 firm-provided tools and third-party solutions to construct diversified portfolios tailored to client needs.

Daniel Levy is a financial advisor at UBS Financial Services in Melbourne, FL, holding a Series 66 designation with 13 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Levy serves on the board of the MOAA Cape Canaveral Scholarship Corporation, which manages a scholarship endowment to support future leaders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market strategies to tailor client solutions.

Farah Sivolella is a CFP® professional with nine years of experience in financial advising, currently with Edward Jones since 2016. She holds the Series 66 designation and is based in Melbourne, FL. Outside of her advisory role, she manages a commercial real estate property in Satellite Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large network of financial advisors and branch offices across the country.

Steven Crossett is a financial advisor with Edelman Financial Engines in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously with Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.

William Gear is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he is involved in wealth management through a partnership in Gear and Buchanan Wealth Management. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Steven Ulrichs is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior roles include positions at API Financial Management and the Florida Institute of Technology. Outside of advising, he works as a cart barn attendant at Viera East Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers varied products including financial planning, model portfolio programs, and institutional platforms, with an emphasis on combining advisory services and non-advisory financial activities.