Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.

Kathryn Miller is a financial advisor with Truist Advisory Services who holds a Series 66 license and has 18 years of industry experience. She has worked at various SunTrust entities since 2013, including Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Gilliss is a financial advisor with GWN Securities Inc. in Titusville, FL, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His career includes prior roles at Ameritas Investment Corp, CCF Investments, Inc., and Capital Choice Financial Services. He has also been associated with his own firm, Gilliss Financial, Inc., since 2018. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a combination of discretionary portfolio management, model portfolios, and sub-adviser selection, incorporating both technology platforms and tactical strategies such as market-timing and momentum-based approaches.

Richard Mazo is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 credential and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Richard Mazo & Company, Inc., a consulting business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jordan O'Daniel is a financial advisor at Edward Jones in Cocoa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in real estate and hospitality management roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexander West is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously with TruStage Credit Union, Thrivent Financial, and MassMutual Life Insurance Company. West served in the U.S. Army from 2011 to 2017. 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 institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Jason Hull is a financial advisor with Edward Jones in Cocoa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Nantucket Cottage Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

David Bornberg is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and also works with Professional Benefits Group, Inc. Outside of financial advising, he owns a small tree farm and plant nursery and operates a woodworking business creating charcuterie boards and turned bowls. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Ryan Scharps is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for multiple terms since 2014, as well as two years at Wells Fargo Advisors. Outside of his advisory role, he serves as the Athletic Director at Spanish River Christian School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Jeffrey Smith is a financial advisor at Edward Jones in Merritt Island, FL, holding the ChFC® designation and Series 66 license with eight years of industry experience. He served six years in the United States Air Force before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Michael Guarino is a financial advisor at Ameriprise with 31 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns a business entity for managing his business expenses with limited liability. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing tax-aware planning focused on dependable income sources.

Foster Lytle III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is co-owner of The Storehouse Group, Inc. Ameriprise Financial Services is a diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and third-party data.

Marcus Herman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Nightwing Intelligence Solutions and held various roles in education and corporate sectors, including at Raytheon Technologies and multiple colleges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Roy Malphurs is a financial advisor at Edward Jones in Titusville, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed at Today Financial Group for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Cecilia Ross is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following five years at SunTrust. Outside of her advisory role, Ross is a self-published author of a children’s book with illustrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Ciuro is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as Treasurer on the Executive Board of the Cocoa Beach Regional Chamber of Commerce. He is also the owner of a real estate business based in Melbourne, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a national network of financial advisors.

Kelly Hernandez is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at TD Bank from 2016 to 2019. Outside of financial advising, Kelly coaches freshman volleyball at Titusville High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Patrick Coyne is a financial advisor with Raymond James Financial in Merritt Island, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial since 2004. Outside of his advisory role, Coyne is involved as a volunteer board member with Inwater Research Group, Inc., a nonprofit focused on marine life conservation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to help clients meet their goals and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Shirley Polidori is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus for 16 years. Outside of her advisory role, she is involved with Young Living essential oils as a member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.