William Gear is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he is involved in wealth management through a partnership in Gear and Buchanan Wealth Management. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Steven Ulrichs is a financial advisor with LPL Financial holding a Series 66 designation. He began his career in finance in 2025 and has previously worked with API Financial Management and engaged in roles outside finance, including employment at Viera East Golf Course. He also works as a cart barn attendant at Viera East Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management options.

Christopher Squires is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. His prior experience includes roles at Collaborative Wealth, LPL Financial, LLC, and Axa Advisors, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on clients holding assets in Ameriprise Managed Accounts.

Joshua Hester is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018 and has served in the United States Army since 2011. Outside of his advisory work, Hester is involved in community and cultural organizations, including a leadership role with the Propeller Club of Port Canaveral and participation on the Viera Elementary School Advisory Council. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, utilizing firm-approved planning tools and a structured discovery process.

Matthew Van Someren is a financial advisor with Morgan Stanley in Melbourne, Florida, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with real estate through ownership and membership in Van Someren Properties, LLC and Curacau Holdings LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured financial planning processes and a variety of investment and planning tools tailored to client needs.

Courtney Leone is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2021, and previously was employed at RUE21 for twelve years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jean Paul Couturier is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. and Wamu Investments, Inc. He holds a Series 66 designation. 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.

Lindsay Wilson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory work, Wilson serves as a subcommittee member for ZT Prospects Baseball Inc., a nonprofit organization, where he acts as a team parent for his son’s travel baseball team. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Manuel Franco is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 13 years each. Outside of his advisory role, Franco is involved with Manny's Allstar Band, a music group based in Cocoa Beach, FL. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating various investment strategies.

Christopher Sherman is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various modeling techniques to support client financial plans.

Carolyn Shott is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 11 years. In addition to her advisory role, she is president and owner of Carolyn J. Shott, CPA, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Chester Williams is a financial advisor with Fidelity in Palm Bay, FL, holding a Series 66 credential and six years of industry experience. His prior work includes a long tenure at Merrill from 2009 to 2022, followed by roles at Fidelity Investments and brief positions at The Home Depot and Autozone. Outside of finance, he is involved in household maintenance through a self-employment partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Brent Peoples is a financial advisor with Raymond James & Associates in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, Peoples serves as a director on the Melbourne Airport Authority board. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Gideon is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for a financial 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with other financial products and referral channels.

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 with LPL Financial in Melbourne, FL, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Space Coast Credit Union from 2016 to 2019. Outside of his advisory role, he coaches senior high school baseball in Palm Bay, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research from multiple sources.