Rachel O'Leary is a financial advisor at Wealth Care LLC in Merritt Island, FL, with 12 years of industry experience and a Series 65 designation. She has been with Wealth Care LLC since 2014 and previously worked at Fbb Capital Partners. O'Leary is a licensed attorney in Florida on inactive status. Wealth Care LLC provides confidential financial planning and investment management to individuals, trusts, estates, small businesses, and high-net-worth clients. The firm employs a strategic asset-allocation approach using passive index funds and ETFs combined with select active managers, managing approximately $668 million in assets with a compact advisory team.

Dustan Christensen is a financial advisor at API Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, LLC, Back40 Financial, and Cornerstone Financial. Outside of his advisory role, he is an operations consultant for Pes-One, a company specializing in employee benefit solutions. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis, employing model strategies managed by an affiliated sub-adviser and third-party managers, and reports approximately $84.7 million in assets under management.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Hugh Halsey is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. Outside of his advisory role, he serves as secretary of the Kiwanis Club of Cocoa Beach. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a range of affiliated investment vehicles.

Tony Graybeal is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Outside of advisory work, he consults for a space company on local demographics, environmental concerns, and real estate expansion. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Lucas Kalin is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Wadadli Financial Group, where he also performs paraplanner duties related to investment recommendations and trades. Prior to his financial career, he was involved with Michael A. Smith's Martial Arts Studio for three years. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with various overlays and generally exercises discretionary trading authority within client-imposed restrictions.

Chrystle Vesco is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Berthel Fisher since 2006. Outside of her advisory role, she is involved in promoting health and wellness products through Isagenix and holds insurance licenses, actively soliciting and managing insurance policies. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 independent investment adviser representatives.

Bruce Musselman is a financial advisor at Prosperity Wealth Management, Inc. in Cocoa, FL, holding the ChFC® and Series 63 designations with 29 years of industry experience. He has been with Prosperity Wealth Management since 2015 and is also the owner and CEO of BLM Enterprises, a separate administrative business he has managed since 2000. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and utilizes a multi-method investment approach that includes ongoing oversight of third-party managers.

Curtis Jones is a financial advisor with Calton & Associates, Inc. in Merritt Island, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2001. Outside of his advisory role, he is involved as an owner in a bookkeeping business and co-partner in a company managing hunting and timberland properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products and employs multiple program structures and analytic approaches tailored to client goals and risk tolerances.

Kenneth New is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and over 29 years of industry experience. His career includes roles at Pinnacle Financial Network since 2001 and Center Street Securities, Inc. since 2017. He is also the owner of Pinnacle Financial Wealth Management, LLC, where he works with clients on fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Ethan Graybeal is a financial advisor with Advisory Services Network holding a Series 65 credential and two years of industry experience. His background includes roles at Florida Financial Advisors and various positions outside finance, including work with Stetson University Athletics Department and Longhorn Steakhouse. He is also an independent agent for Crump Life Insurance, focusing on fixed insurance products. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing diversified investment strategies tailored to client objectives and risk tolerances.

Edwin Retter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he was with Retter Capital Management, LLC for 12 years. Mission Wealth Management is a multi-team advisory firm providing wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

James Heninger is a financial advisor at Altitude Capital Management LLC in Melbourne, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of financial services, he has been involved with golf-related activities, including Inbalance Golf since 2019 and previous roles at multiple golf academies and clubs. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm tailors strategies to client objectives and risk tolerance using a mix of approaches and manages accounts through a multi-team structure with 35 advisors across multiple offices.

Drew Coursey is a financial advisor with Sowell Management, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Sowell Management, he held roles at Cambridge Investment Research, Aflac, and the Federal Home Loan Bank Indianapolis. He also spent time as a student at Indiana University Bloomington and the Pfau Course at Indiana University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed accounts.

Robert Slane is a financial advisor with ValMark Advisers, Inc. and holds Series 63 and Series 65 credentials. He has 12 years of industry experience and has been president and owner of The Wealth Transfer Group, Inc. since 1983. He provides estate planning design and consultation, including GRAT and Split Dollar administration, and regularly speaks on estate planning topics to various professional and charitable organizations. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, offering solutions through proprietary and third-party platforms, and is noted for its involvement with investment-company products and index licensing.

Joshua Ellis is a financial advisor at Sowell Management with seven years of industry experience. He holds the Series 66 credential and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to financial advising, Ellis is involved in various activities including real estate sales, independent insurance agency work, tax preparation and accounting services, and specializes in employment retention and R&D tax credits. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Matthew Steiner is a financial advisor with Capital Analysts in Melbourne, FL, holding a Series 65 credential and bringing 12 years of industry experience. His prior roles include positions at Horace Mann and Sturk Insurance Agency III. Outside of advising, he owns Steiner Insurance & Financial Services LLC, which sells property and auto insurance, and works as a loan officer referring clients for mortgage services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary investment management by its in-house team with non-discretionary advisory services and utilizes a proprietary fund screening process for model portfolios.

Jason Fagan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, the ON Equity Sales Company, Ohio National Financial Services, and Chesser Financial. He is president of Fagan Financial Group, which provides insurance and benefits services, and is involved in initiatives supporting securities solutions for insurance agents and employee retention credit specialization. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses multiple management styles and offers model portfolios and third-party manager solutions through a network of independent advisor representatives.

Michelle Flynn is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWN SECURITIES, Inc. since 2018. Outside of advisory work, Flynn serves as a voluntary board member for the City of Cocoa Beach Firefighters Pension Board and is involved in health and benefits consulting within the aviation industry. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

James Fox is a financial advisor at Impact Partnership Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at World Equity Group and Taylor Capital Management. Fox also maintains a role at Wadadli Financial Group, where he is involved in insurance and securities sales. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary portfolio solutions alongside financial planning and consulting services.