Christine Helsel is a financial advisor with J.P. Morgan Securities in Titusville, FL, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 in its recommendations.

Patrick Coyne is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Accenture Inc and Sierra-Cedar Inc. Outside of his advisory role, he is also an associate at Crossley Shear, a support company based in Merritt Island, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports clients through its advisory programs and institutional consulting network.

Allison Stevenson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked within various divisions of J.P. Morgan since 2012, including JPMorgan Chase Bank, N.A. Allison holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juan Montoya is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Cetera Investment Services LLC, Regions Bank, and Wells Fargo Advisors. Montoya is based in Cocoa, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Gerald Parent Sr. is a ChFC®-designated financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2013 to 2025. In addition to his advisory role, he operates Parent Financial Solutions ("The Faithful Agency"), an affiliated insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jacobs Technology and Radisson. From 2019 to 2021, he was involved with 4th Street Fillin' Station. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with additional expertise in municipal and public finance.

Lindsey Hawthorne is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Stifel for a total of eight years and at Principal Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Thomas Guill is a financial advisor with Ameriprise in Titusville, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Noel Brewer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo. Brewer is based in Titusville, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Nicklas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked for Avantax Investment Services, Inc. for 27 years and maintains an accounting and bookkeeping practice, John M. Nicklas, CPA, PC, that he has operated since 1990. He also serves as a trustee for certain irrevocable life insurance trusts. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, operating a multi-manager platform with over $256 billion in assets under management.

Karl Youmans is a financial advisor with Ameriprise in Titusville, FL, holding a Series 66 credential and eight years of industry experience. His background includes five years at RSM US LLP/McGladrey LLP before joining Ameriprise in 2017. Outside of his advisory role, he owns and operates K P Youmans, LLC, which provides practice management services, and is involved in tax preparation and business management through other ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Warren Weeks is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. His prior roles include extensive tenure at First Allied Securities and First Allied Advisory Services. He is also a consultant for Strategic Wealth Consultants Group, Inc. and a direct owner of Adams Financial Services PA. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Walter Crossley Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Raymond James since 2003 and is president of Crossley Shear Inc. He serves as a board member for 321 Empowerment Inc., a nonprofit focused on educating and empowering high school males, where he participates on the budgeting committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal advisory and SIMPLE IRA employer consulting services.

Annette Jensen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014, serving in multiple roles over that period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

James King is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CUNA Mutual Group, PNC Investments, Cetera Investment Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Stephen Scott is a financial advisor with LPL Financial in Merritt Island, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, J.W. Cole Financial, BrokersXpress, Ameriprise, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and technological tools.

Casey Crouch is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.

Sam Hnilicka is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Regions Bank and Unitas Financial, as well as work in food service, including pizza making for a Central Florida restaurant group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Mark Bassett is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Bank, Bank of America, Edward Jones, TD Ameritrade, and Merrill Lynch. Mark works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.