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.

Christopher Davis is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers since 2017 and Cetera Financial Specialists since 2004. In addition to his advisory role, he is a partner at Brevard Accounting Group, a CPA firm where he has been involved in accounting and tax practice since 1999. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a network of more than 10,000 advisors.

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.

David Gamblin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2009 to 2023. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals utilizing various portfolio management strategies and platform arrangements.

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.

James Arnold is a CFP® and holds a Series 66 license with 22 years of experience in the financial industry. He has operated Arnold Insurance & Financial Services, LLC in Cocoa, FL since 2015. In addition to his advisory role, he works as an insurance producer for life, health, and property and casualty insurance. Arnold Insurance & Financial Services, LLC is an independent firm serving clients with a range of financial and insurance planning services.

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.