Alexander Salazar is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at FMR, Florida State University, and Tsamoutales Strategies. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Jason Holland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for nine years. Outside of his advisory role, he is CEO of Holland & Co. Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, while also maintaining specialized programs in municipal and public finance.

Stephanie Edmunds is a Financial Advisor at Merrill Lynch Wealth Management. She dedicates her practice to helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. Her expertise encompasses investment planning, retirement planning, tax-efficient strategies, and risk management. Stephanie holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Franklin College. Stephanie prioritizes building long-term relationships with clients, focusing on trust, integrity, and a thorough understanding of their unique financial needs. Beyond her professional role, Stephanie is involved in the Rotary community organization. In her personal time, she enjoys boating, fishing, and spending time with her family.

Steven Aylmer is a financial advisor with J.P. Morgan Securities in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank and J.P. Morgan Securities. 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.

Limone Morales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. Their work history includes positions in retail, healthcare ministry, and investment services. Outside of financial advising, Morales works as an independent contractor driver for non-investment-related companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by third-party custodians and overlay managers.

Michael Orndorf is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served eight years in the US Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Thomas Capuano is a financial advisor with Merrill in Indialantic, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Ryan Franco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He has worked at LPL Financial since 2023 and previously has experience with API Financial Management and Sigma Financial Corp. Outside of his advisory roles, he is involved with Franco Med Tech, a business entity he has managed since 2013, and also works as a Medical Device Coverage Representative for Valle Sales Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management tailored to client needs.

Maria Reino is a Series 66-licensed financial advisor with Morgan Stanley in Melbourne, FL, with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Scott is a financial advisor with LPL Financial in Merritt Island, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc., each for 13 years. Additionally, he operates Steve Scott Financial Services, offering advisory and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Mirabile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, she worked at UBS Financial Services for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide 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 supported by in-house and third-party research.

Diana Jabbour is a financial advisor with LPL Financial in Indian Harbour Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at LPL Financial since 2009 and previously spent nine years at Atlantic Real Estate Brokerage. Additionally, she is a Notary Public in Florida and offers notary services to clients without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Peter Mannino Jr. is a Senior Resident Director at Merrill Lynch Wealth Management and serves as President for Bank of America in East Central Florida, overseeing operations in Brevard, Volusia, and Flagler Counties. He has been with Merrill Lynch since 2005, progressing through roles including Administrative Manager and Resident Director, and currently leads the Merrill Lynch Wealth Management office in Brevard County. In addition to his leadership roles, Peter is an experienced Financial Advisor and co-leads the Bolton Mannino Group, which provides clients with personalized wealth management strategies and guidance tailored to their life goals. Peter's expertise spans banking, management, investments, financial analysis, and wealth management. His client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science degree in Hospitality Management from Johnson & Wales University. Beyond his professional commitments, Peter actively participates in community organizations. He serves on the boards of the East Coast Zoological Foundation, Junior Achievement of the Space Coast, and the Melbourne Regional Chamber of Commerce. He also supports several local charitable organizations and is involved with groups such as Elevate Brevard, Neighbor Up Brevard, and JDRF. Peter enjoys football, golfing, and traveling, and is married with two children.

Silvia Nemeth is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously worked at Ameriprise Financial Services Inc. from 2010 to 2016. Outside of her advisory role, she is the sole proprietor of Deep Intentions Fishing LLC, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through a structured planning process without specific security recommendations as part of its standalone financial planning.

Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work with Charlottesville Redevelopment & Housing Authority and HBC CPAs, as well as operating his own CPA practice. He has over three decades of involvement with Primerica, including his current advisory position. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third parties and offers a range of portfolio approaches supported by custodial and trade execution services.

Mark Anderson is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since the mid-1990s. Anderson also serves as Vice President of Anderson & Anderson of Coral Springs, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jeremy Winig is a financial advisor with Morgan Stanley in West Melbourne, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Charles Schwab, Voya Retirement Advisors, and Voya Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and modeling techniques.

Ashley Campisi is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 11 years of industry experience, including multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. Her prior work includes positions at Suntrust and Fidelity Bank of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Hoffmann is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.