Edward Caulfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1988, bringing thirty years of experience focused on retirement and estate planning services. Edward specializes in areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Edward emphasizes a personalized approach to wealth management, working one-on-one with clients to develop financial strategies tailored to their long-term goals. Outside of his professional activities, Edward lives in Edgewater, Florida, and is a member of the Smyrna Yacht Club. He participates in community efforts such as the Annual Beach Clean-up and supports organizations like United Way. His personal interests include biking, boating, hiking, reading, spending time with family, traveling, and watching movies.

Michael Conway is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Melbourne, FL, and has three years of industry experience. Prior to his current role, he spent 17 years at Titan Steel Corp. and continues to provide consulting services in accounting and bookkeeping as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client needs.

Jhany Alvarado is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors in Melbourne, FL. Prior to joining Wells Fargo Advisors in 2024, Alvarado worked at Bank of America, N.A. and Merrill from 2017 to 2024, and has earlier experience at TARGET from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them through various brokerage and advisory programs.

Steven Compton is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at INVEST Financial Corporation and Seacoast National Bank, where he continues to be involved. 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, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Kevin Smithwick is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He worked previously at Jhfn Sii from 2011 to 2018 before joining OSAIC in 2018. Smithwick serves as a board member for the Grand Lodge of Free and Accepted Masons of Florida and is a governor on the board of Shriners Healthcare for Children, Florida. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction process supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a variety of investment vehicles and third-party money managers.

Michael Weiss is a Series 66-credentialed advisor with Raymond James & Associates, where he has worked since 2014. He has 19 years of industry experience. 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, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Christel Marquis is a financial advisor at Stifel with two years of industry experience. She previously worked at Edward Jones for 23 years before joining Stifel in 2025. Marquis is also a licensed notary public in Florida. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Thomas Gregory is a financial advisor with Ameriprise in Palm Bay, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service for clients nearing or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Anthony Milla is a financial advisor with Edward Jones in Satellite Beach, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he participated in a college internship program for 13 years. Outside of his advisory role, Milla owns and instructs at Satellite Jiujitsu, a martial arts business based in Satellite Beach. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Graham Macneill is a financial advisor with Osaic, holding Series 66 and Series 63 designations and over 20 years of industry experience. His prior roles include positions at CrowdStreet Capital LLC, Transamerica Financial Advisors, and National Asset Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Kevin Delgado is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and JP Morgan Chase Bank. Delgado is based in Viera, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Taylor Pitts is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Brevard office. Since joining Merrill in 2014, Taylor has focused on providing clients with comprehensive wealth management strategies, including cash management, transitional services, and the construction, management, and reporting of customized investment portfolios. Their expertise also encompasses wealth preservation and transfer, estate strategies, and concentrated stock strategies. Taylor holds a Bachelor of Science degree in Business Administration from the University of Central Florida and is a Personal Investment Advisor (PIA). Taylor works with a diverse range of clients across the country, specializing in areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Outside of their professional role, Taylor is actively involved in the community through youth soccer coaching with organizations including Space Coast United Soccer Club, Port St. John Soccer Club, Holy Trinity Episcopal Academy, and Edgewood Jr. Sr. High School Soccer. They also participate in organizations like the Boy Scouts of America and the Florida Sport Fishing Association. In their free time, Taylor enjoys boating, camping, fishing, hiking, music, skiing, soccer, woodworking, traveling, and spending time with their family.

Michele Schneider is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, she worked at Woodbury Financial Services for 13 years. She is based in Indian Harbour Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Steven Esala is a financial advisor with Thrivent Investment Management in Satellite Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account services while maintaining separation between the two.

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.

Amanda Lansdell is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Raymond James & Associates and AIG Capital Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles to multiple registered investment companies.

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.