Michael Orndorf is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served eight years in the US Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Thomas Capuano is a financial advisor with Merrill in Indialantic, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. Merrill, together 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 model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Ryan Franco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He has worked at LPL Financial since 2023 and previously has experience with API Financial Management and Sigma Financial Corp. Outside of his advisory roles, he is involved with Franco Med Tech, a business entity he has managed since 2013, and also works as a Medical Device Coverage Representative for Valle Sales Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management tailored to client needs.

Maria Reino is a Series 66-licensed financial advisor with Morgan Stanley in Melbourne, FL, with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Diana Jabbour is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at LPL Financial since 2009 and previously spent nine years at Atlantic Real Estate Brokerage. Additionally, she is a Notary Public in Florida and offers notary services to clients without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Peter Mannino Jr. is a Senior Resident Director at Merrill Lynch Wealth Management and serves as President for Bank of America in East Central Florida, overseeing operations in Brevard, Volusia, and Flagler Counties. He has been with Merrill Lynch since 2005, progressing through roles including Administrative Manager and Resident Director, and currently leads the Merrill Lynch Wealth Management office in Brevard County. In addition to his leadership roles, Peter is an experienced Financial Advisor and co-leads the Bolton Mannino Group, which provides clients with personalized wealth management strategies and guidance tailored to their life goals. Peter's expertise spans banking, management, investments, financial analysis, and wealth management. His client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science degree in Hospitality Management from Johnson & Wales University. Beyond his professional commitments, Peter actively participates in community organizations. He serves on the boards of the East Coast Zoological Foundation, Junior Achievement of the Space Coast, and the Melbourne Regional Chamber of Commerce. He also supports several local charitable organizations and is involved with groups such as Elevate Brevard, Neighbor Up Brevard, and JDRF. Peter enjoys football, golfing, and traveling, and is married with two children.

Silvia Nemeth is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously worked at Ameriprise Financial Services Inc. from 2010 to 2016. Outside of her advisory role, she is the sole proprietor of Deep Intentions Fishing LLC, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through a structured planning process without specific security recommendations as part of its standalone financial planning.

Jeremy Winig is a financial advisor with Morgan Stanley in West Melbourne, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Charles Schwab, Voya Retirement Advisors, and Voya Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and modeling techniques.

Melissa Flammio Clark is a CFP®-credentialed financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she owns Dragonfly Wealth Management LLC, a fee-only practice based in Melbourne, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning options and integrates advisory services with other financial products through a network of financial advisors.

Sarah Depagter is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a wellness advocate for doTERRA International LLC, purchasing essential oils at wholesale. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to registered investment companies and multi-manager fund structures.

James Batch is a CFP®-credentialed financial advisor at Raymond James Financial with four years of industry experience. He has worked exclusively with Raymond James Financial Services since 2020, and prior to that held roles at Morgan Stanley and Harvard University. He is involved in client-facing activities through his role as an independent contractor with Batch Private Wealth Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Melanie Featherstone is a Series 66-licensed financial advisor with Edward Jones in Melbourne, FL. She joined Edward Jones in 2026 after 12 years at Turner and Townsend. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kathleen Willason is a Series 66-licensed financial advisor at Edward Jones in Melbourne, FL, with 10 years of industry experience, all of which have been at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Daniel Rivera is a CFP® with 31 years of industry experience, currently advising at Cetera in West Melbourne, FL. He has been with Cetera and Regions Bank since 2014. Outside of his advisory role, Rivera volunteers with Junior Achievement and serves on the fundraising committee for New Life Mission. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting both discretionary and non-discretionary program structures.

Elizabeth Oros is a ChFC® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008, based in Melbourne, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Marcus Utt is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and saving for unexpected events. Additionally, he provides access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Marcus holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Edgewood High School and an Associate's Degree from Eastern Florida State. His approach involves careful listening to clients to understand their values and help them create tailored financial strategies. Outside of his professional duties, Marcus is involved with the Space Coast Chamber of Commerce.

Andrew Dier is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at J.P. Morgan Chase Bank LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fong Chan is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Investment Services and Regions Bank. Outside of advising, he has been involved in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Leasha Flammio Watson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Melbourne, FL. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she provides expert testimony related to retirement accounts and investment values in divorce and alimony cases. Ameriprise is a large institutional firm that offers a retirement-income planning service for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm provides a comprehensive range of advisory, brokerage, and insurance solutions, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

John Griffis is a Senior Financial Advisor with The Coleman Group at the Merrill Lynch Wealth Management office in Rockledge, Florida. Since joining the team in 2014, he has been primarily responsible for implementing the team’s Goals-Based Wealth Management process, focusing on portfolio construction and modeling to tailor investment strategies to clients’ unique financial needs. With 25 years of experience in management and small business, John’s areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, retirement planning, philanthropic planning, portfolio management services, and socially responsible investing. He holds the Personal Investment Advisor (PIA) designation. John completed his high school education at Astronaut High School and attended Auburn University without earning a degree. Outside of his professional responsibilities, he has personal interests in golfing, music, and soccer.