Mark Anderson is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since the mid-1990s. Anderson also serves as Vice President of Anderson & Anderson of Coral Springs, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ashley Campisi is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 11 years of industry experience, including multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. Her prior work includes positions at Suntrust and Fidelity Bank of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Hoffmann is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.

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.

Richard Miller is a CFP® with 30 years of experience in the financial industry. He is currently with OSAIC and has held prior positions at Securities America, Inc. and Questar Asset Management. Miller serves as board chairman of the Brevard Schools Foundation, a nonprofit organization focused on governance and fundraising. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment options on discretionary or non-discretionary terms.

Mark Bassett is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Bank, Bank of America, Edward Jones, TD Ameritrade, and Merrill Lynch. Mark works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Joseph Del Bene is a financial advisor with Edward Jones in Merritt Island, FL. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Outside of advisory work, he is the owner and landlord of the Edward Jones branch office where he operates. 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 managed solutions, separately managed accounts, and affiliated mutual funds.

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.

Nicole Van Ness is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. In addition to her advisory role, she has been involved with Entertainment By Michael Van Ness since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Edward Flanagan is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds a Series 66 credential and previously worked at Merrill for 35 years and Bank of America for 6 years. He has ownership interests in two investment-related entities based in Melbourne, 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 focused on tailored recommendations supported by Wells Fargo’s research and planning tools.

Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.

Jacqueline Bartosz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James since 2019 and previously spent over 29 years at Painewebber, Inc. and UBS Financial Services. 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 diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research resources.

Stephen Buery is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Merritt Island office. He has been with Merrill since 2003, providing financial and wealth management strategies to individuals, senior-level executives, business owners, non-profit institutions, endowments, and estates. His areas of expertise include divorce transition planning, family wealth management, legacy planning, philanthropic planning, retirement income, and portfolio management services. Stephen holds a Bachelor of Science degree in Aviation Business Administration from Embry-Riddle Aeronautical University and is a licensed private pilot. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach focuses on understanding clients' specific situations and goals to develop personalized financial strategies. In addition to his professional work, Stephen is involved in community service with organizations such as the Boy Scouts of America and the Community Services Council. He resides in Melbourne, Florida, with his wife and two daughters. His personal interests include golf, cycling, motorcycle riding, adventure sports, biking, camping, and rock climbing.