Tracy King is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She leverages insights from Merrill and banking solutions from Bank of America to create flexible approaches suited to changing market conditions. Tracy holds a Bachelor's Degree from the University of Central Florida and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is engaged in her community through service with her church, Rotary Club, and various community projects. Outside of work, Tracy enjoys boating, horseback riding, running, skiing, tennis, and spending time with her family.

David Stevens is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in February 2000. He began his career in the financial services industry in 1992 and specializes in understanding the priorities and needs of affluent and high-net-worth individuals and their families. David provides personalized financial strategies aimed at helping clients pursue their long-term goals, utilizing resources from Merrill Lynch and Bank of America to address various aspects of clients’ financial lives. He holds a Bachelor of Science degree in Economics, graduating Summa Cum Laude from Rollins College. David is a qualified Portfolio Manager and offers both traditional advice and discretionary portfolio management, incorporating individual securities, Merrill model portfolios, and third-party investment strategies. His professional credentials include the Certified Private Wealth Advisor® and Certified Investment Management Analyst® certifications from Investments & Wealth Institute™, awarded in partnership with the University of Chicago Booth School of Business and the Wharton School at the University of Pennsylvania. Additionally, he holds the Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist designations. David’s client focus areas include corporate executive services, family wealth management strategies, legacy planning, philanthropic planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional work, he has personal interests in golfing, music, and traveling.

Kamran Sarkarati is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member of the Brevard County Housing Finance Authority in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Brett Steele is a financial advisor with Charles Schwab in West Melbourne, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at TD Ameritrade and Verizon Wireless. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

William Eastwood is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at firms including Avantax and UBS Financial Services. Eastwood also serves as secretary for a local condominium association, where he participates in community governance and financial oversight. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Michael Garrison is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Merrill from 2008 to 2016 and at Space Coast Credit Union from 2016 to 2019. Outside of his advisory work, he coaches high school baseball in Palm Bay, FL. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Dona Hertz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Ameriprise since 2009, serving clients from Melbourne, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment framework.

Brenda Abramski is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Truist Advisory Services and Truist Bank for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Alexander Salazar is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at FMR, Florida State University, and Tsamoutales Strategies. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Jason Holland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for nine years. Outside of his advisory role, he is CEO of Holland & Co. Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, while also maintaining specialized programs in municipal and public finance.

Stephanie Edmunds is a Financial Advisor at Merrill Lynch Wealth Management. She dedicates her practice to helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. Her expertise encompasses investment planning, retirement planning, tax-efficient strategies, and risk management. Stephanie holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Franklin College. Stephanie prioritizes building long-term relationships with clients, focusing on trust, integrity, and a thorough understanding of their unique financial needs. Beyond her professional role, Stephanie is involved in the Rotary community organization. In her personal time, she enjoys boating, fishing, and spending time with her family.

Steven Aylmer is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior positions at API Financial Management and Sigma Financial Corp. Outside of advisory work, he is involved with Franco Med Tech, a business entity he has operated since 2013, and works as a medical device coverage representative. 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 portfolios, third-party asset management, and institutional platforms.

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, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial and Atlantic Real Estate Brokerage. She is a notary public in Florida and provides document notarization services to clients without fee. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Peter Mannino Jr. serves as the Senior Resident Director of Merrill Lynch Wealth Management in Brevard County, Florida, and is also the President for Bank of America in East Central Florida, overseeing Brevard, Volusia, and Flagler Counties. He has been with Merrill Lynch since 2005, initially supporting the management team of the Central Florida Market before advancing to roles in risk and compliance management, and later leading the Brevard Merrill office as Resident Director starting in 2017. In 2023, he co-founded the Bolton Mannino Group, a practice focused on providing clients with wealth management strategies aligned with their life goals. Peter has expertise in areas including banking, management, investments, financial analysis, and wealth management. His client focus encompasses education planning, family wealth management strategies, philanthropic planning, portfolio management, and retirement income, among others. He holds a Personal Investment Advisor designation and earned a Bachelor's Degree in Hospitality Management from Johnson & Wales University. Beyond his professional roles, Peter contributes to the community through involvement with multiple organizations such as the East Coast Zoological Foundation, Junior Achievement of the Space Coast, Elevate Brevard, and the Melbourne Regional Chamber of Commerce. He also participates in charitable efforts and leadership programs within the region. Peter enjoys football, golfing, and traveling, and has been married since 2007 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.