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.

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.

Geoffrey Jones is a financial advisor with Ameriprise in Melbourne Beach, FL, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports. The firm serves clients primarily through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts.

Michael O'Brien is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. His prior roles include positions at Fisher Investments, Cion Investments, and Neuberger Berman BD LLC. 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 recommendations.

Richard Martinson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Melbourne, FL. He previously worked at Wells Fargo for 10 years before joining Raymond James and founding Rich Martinson & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance through affiliated advisory entities.

Jason Bulinski is a CFA® charterholder with five years of industry experience. He is currently affiliated with MassMutual Investors Services, having joined in 2025 after roles at Five Dimensions Investment Management, Parasol Investment Management, and First Midwest Bank. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools and also provides specialized event-driven planning services such as divorce planning and estate settlement.

Edward Caulfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1988, bringing thirty years of experience focused on retirement and estate planning services. Edward specializes in areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Edward emphasizes a personalized approach to wealth management, working one-on-one with clients to develop financial strategies tailored to their long-term goals. Outside of his professional activities, Edward lives in Edgewater, Florida, and is a member of the Smyrna Yacht Club. He participates in community efforts such as the Annual Beach Clean-up and supports organizations like United Way. His personal interests include biking, boating, hiking, reading, spending time with family, traveling, and watching movies.

Michael Conway is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Melbourne, FL, and has three years of industry experience. Prior to his current role, he spent 17 years at Titan Steel Corp. and continues to provide consulting services in accounting and bookkeeping as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client needs.

Jhany Alvarado is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors in Melbourne, FL. Prior to joining Wells Fargo Advisors in 2024, Alvarado worked at Bank of America, N.A. and Merrill from 2017 to 2024, and has earlier experience at TARGET from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them through various brokerage and advisory programs.

Steven Compton is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at INVEST Financial Corporation and Seacoast National Bank, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Kevin Smithwick is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He worked previously at Jhfn Sii from 2011 to 2018 before joining OSAIC in 2018. Smithwick serves as a board member for the Grand Lodge of Free and Accepted Masons of Florida and is a governor on the board of Shriners Healthcare for Children, Florida. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction process supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a variety of investment vehicles and third-party money managers.

Christel Marquis is a financial advisor at Stifel with two years of industry experience. She previously worked at Edward Jones for 23 years before joining Stifel in 2025. Marquis is also a licensed notary public in Florida. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Thomas Gregory is a financial advisor with Ameriprise in Palm Bay, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service for clients nearing or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Anthony Milla is a financial advisor with Edward Jones in Satellite Beach, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he participated in a college internship program for 13 years. Outside of his advisory role, Milla owns and instructs at Satellite Jiujitsu, a martial arts business based in Satellite Beach. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Graham Macneill is a financial advisor with Osaic, holding Series 66 and Series 63 designations and over 20 years of industry experience. His prior roles include positions at CrowdStreet Capital LLC, Transamerica Financial Advisors, and National Asset Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Taylor Pitts is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Brevard office. Since joining Merrill in 2014, Taylor has focused on providing clients with comprehensive wealth management strategies, including cash management, transitional services, and the construction, management, and reporting of customized investment portfolios. Their expertise also encompasses wealth preservation and transfer, estate strategies, and concentrated stock strategies. Taylor holds a Bachelor of Science degree in Business Administration from the University of Central Florida and is a Personal Investment Advisor (PIA). Taylor works with a diverse range of clients across the country, specializing in areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Outside of their professional role, Taylor is actively involved in the community through youth soccer coaching with organizations including Space Coast United Soccer Club, Port St. John Soccer Club, Holy Trinity Episcopal Academy, and Edgewood Jr. Sr. High School Soccer. They also participate in organizations like the Boy Scouts of America and the Florida Sport Fishing Association. In their free time, Taylor enjoys boating, camping, fishing, hiking, music, skiing, soccer, woodworking, traveling, and spending time with their family.

Michele Schneider is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, she worked at Woodbury Financial Services for 13 years. She is based in Indian Harbour Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Steven Esala is a financial advisor with Thrivent Investment Management in Satellite Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account services while maintaining separation between the two.