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Jennifer M

Series 66

Melbourne, FL

Raymond James & Associates

Jennifer Madden is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014, with a brief period at Crane Private Wealth Group, LLC. Madden also has experience outside finance, having worked at the Nicole Cote School of Dance for one year. 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 non-discretionary financial planning and investment consulting supported by research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ellen C

Series 66

Melbourne, FL

STIFEL

Ellen Cunningham is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2013. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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Michael C

Series 65

Melbourne, FL

FuturePlan Financial

Michael Carey is a financial advisor at FuturePlan Financial with two years of industry experience. He holds a Series 65 designation and is based in Melbourne, FL. Outside of his advisory role, he has been involved with Church in the Wild since 2016. FuturePlan Financial operates as an independent firm with a single advisor.

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William J

Series 65

Melbourne, FL

Jackson Financial, Investment & Retirement Services, Inc.

William Jackson is the principal advisor and founder of Jackson Financial, Investment & Retirement Services, Inc., with 25 years of experience in the financial industry. He holds a Series 65 designation and is also a licensed CPA, managing a separate accounting practice. His professional activities include providing tax preparation and accounting services alongside his advisory role. Jackson Financial, Investment & Retirement Services is a single-advisor firm based in Melbourne, FL, serving individuals, trusts, and retirement plans. The firm offers non-discretionary investment advice and portfolio management primarily through mutual funds, tailoring portfolios to clients' objectives and risk tolerance.

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Chad S

CFP®, Series 63

Indialantic, FL

Financial Planning & Management, LLC

Chad Shoultz is a CFP®-certified financial advisor with 21 years of industry experience. He has been principal at Financial Planning & Management, LLC since 2012. Chad holds a Series 63 license and is also a licensed insurance agent. Financial Planning & Management, LLC is an independent firm based in Indialantic, FL, focusing on personalized financial planning and wealth management services.

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Dean E

CFA®, Series 63, Series 66

Melbourne, FL

Bionic Capital

Dean Erickson is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at Bionic Capital, an independent firm based in Melbourne, FL, where he has worked since 2009. Outside of his advisory role, he operates StartupDomains.com and BrandLily.com, businesses through which he sells domain names. Bionic Capital serves clients independently, with a focus determined by Dean Erickson's approach to investment management.

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William D

CFP®, ChFC®, Series 66

Melbourne, FL

XYPN Sapphire

William Drexler is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at XYPN Sapphire. He previously worked at Ameriprise Financial Services and J.W. Cole Advisors, among other firms. Drexler serves on the board of directors for the Early Learning Coalition in Melbourne, FL. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports nearly 50 affiliated advisors through a centralized structural model.

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