Candice Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at firms including Truist Investment Services, Wells Fargo Clearing, and Raymond James. Outside of her advisor role, she operates Holland & Co Wealth Advisors LLC, managing a wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wei Ji is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and with eight years of industry experience. Prior to joining Morgan Stanley in 2017, Wei worked for Bulgari Corporation of America from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Kristine George is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Wells Fargo Advisors in 2023. Outside of her advisory role, she serves as a trustee for her parent's trust. 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 institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Philip Amick is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones and Harris Corporation and has entrepreneurial experience with Salon Comfort, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

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.

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.

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.

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.

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.

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.

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.