Benjamin Buchanan is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He has ownership interests in two investment-related practices, Gear and Buchanan Wealth Management and BMB Planning LLC, both based in Melbourne, FL. Outside of finance, Buchanan teaches yoga and fitness classes and works as a film and commercial actor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools, providing discrete planning engagements across various specialized areas such as retirement, education, and business-owner transition planning.

Diego Reyes Cano is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, Mitsubishi Power America, Northwestern Mutual Company, and the University of Central Florida. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

Pamela Henry is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Alison Hammond is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her tenure with Merrill Lynch in September 2008 as a part-time Client Associate and has since advanced to a full-time Financial Advisor role, specializing in relationship management within a wealth management team. Alison’s expertise includes college education planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, and socially responsible investing. She focuses on understanding her clients' life priorities to help them cultivate and preserve their wealth and create sustainable income streams. Alison holds the Personal Investment Advisor (PIA) designation. Her educational background includes attendance at the Fashion Institute of Design and Merchandising and a High School Diploma from Westlake High School. Outside of work, Alison participates in community activities such as Girl Scout Troops, and she enjoys biking, cooking, gardening, interior decorating, spending time with her family, and watching movies.

Stephen Houser is a CFP® with 27 years of experience, currently affiliated with Cetera in Rockledge, FL. He has worked at Cetera since 2004 and previously contributed 11 years at Fpt Services, Inc. Outside of his advisory work, Houser is the owner of Houser Financial Group, offering tax, accounting, and financial services, and he serves as treasurer for a nonprofit organization focused on charitable and community needs. Additionally, he owns a fishing charter business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm’s platform includes model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Kaori Fischer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Barnes & Noble Booksellers for 15 years and has held a role with the Brevard Symphony Orchestra, Inc. Outside of her advisory duties, Fischer teaches advanced ballet at the Melbourne City Dance Center as a substitute dance teacher. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment advisory programs and affiliated financial services.

Karina Dischler is a financial advisor at Edward Jones in Rockledge, Florida, holding a Series 66 designation with one year of industry experience. Her prior work includes five years at Moldi, LLC and four years in homemaking. She is a member of two LLCs involved in manufacturing/sales and real estate investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robbie Motty is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Avantax Insurance Services and 1ST Global Advisors, and he also owns a CPA and wealth management practice in Melbourne, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Alexander Thompson is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates in Melbourne, FL. His career includes roles at One + One Wealth Management, LLC, Fidelity Brokerage Services LLC, and Strategic Advisers, Inc. Thompson holds Series 66 and Series 63 licenses in addition to his CFP® designation. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Paternostro is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Bailey is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Primerica Advisors since 2013 and has held roles at organizations including Steward Sebastian Hospital and Health First. He is also involved with Six Digit Yacht Club Inc., serving as its office manager. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-based strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Robert Dale is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1997, totaling 33 years of industry experience. Based in Melbourne, FL, he serves clients through one of the largest independent broker-dealers in the industry. Dale also serves as an elected supervisor on the board of the Viera East Community Development District, a special-purpose government entity managing community assets and services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of portfolio strategies supported by LPL Research and third-party subadvisors.

Darwin Carpenter III is a financial advisor at Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Conor McGee is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the McGee Welch team. Their focus is on retirement planning and helping clients achieve their financial goals through investing and planning. Since joining Merrill Lynch in 2020, Conor has concentrated on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Conor has lived on the Space Coast his entire life and holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Melbourne Central Catholic, an Associate's Degree from Eastern Florida State College, and a Bachelor's Degree from the University of Central Florida. Outside of his professional work, Conor is active in his community as a Boy Scouts of America Scout leader and a member of the Melbourne Rotary. His personal interests include adventure sports such as biking, boating, camping, fishing, photography, rock climbing, scuba diving, skiing, and traveling.

Maria Reza is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Celeste Byers is a CFP® with 29 years of industry experience, currently serving clients at LPL Financial in Melbourne, FL. She has been with LPL Financial since 2017 and previously worked at INVEST Financial Corp and Seacoast National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

William Hall is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns a financial practice called BSH, LLC and has a partial ownership in Blue Wave Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, providing tailored recommendations supported by Wells Fargo’s research and planning tools.

Stephen Rossi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services in various advisory roles since 1992 and operates a holding company, Stephen G Rossi Jr. PA, as well as Rossi and Associates, an independent contractor business focusing on insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to multiple third-party money managers through a multi-manager platform.

Delmer Carter is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Chad Helpling is a CFP® professional with 21 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns and operates Helpling's Hot Flakes, a business that produces and sells habanero flakes at local farmers markets. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold, with advisors using proprietary research and tools to develop personalized recommendations.