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 three years of industry experience. She holds the Series 66 designation and has worked at Van Buren Wealth Management, Corebridge Financial, and PNC Wealth Management. Wilbert is based in Melbourne, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on providing customizable investment strategies through a large network of investment adviser representatives.

Seth Riddle is a CFP® professional with 25 years of experience in the financial industry, currently serving with LPL Financial since 2009. Prior to this, he worked at Space Coast Credit Union for 16 years. He holds roles outside of his advisory work, including as Vice President of Huddleston, Robbins and Riddle, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.

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.

Craig Dykstra is a financial advisor with Edward Jones in Melbourne, FL, holding a ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 22 years with Edward Jones. Outside of his advisory role, he serves as the treasurer for the South Lake Republican Club, providing financial status reports without handling funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Michelle Reed is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding a Series 66 designation and five years of industry experience. She has been with LPL Financial and JD Bowen Financial Group since 2016. Outside of her advisory work, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing proprietary research, third-party subadvisors, and technology tools.

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 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.