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Joseph D

Series 66

Merritt Island, FL

Edward Jones

Joseph Del Bene is a financial advisor with Edward Jones in Merritt Island, FL. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Outside of advisory work, he is the owner and landlord of the Edward Jones branch office where he operates. 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 managed solutions, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert K

Series 66

Merritt Island, FL

Raymond James Financial

Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christina J

Series 66

Merritt Island, FL

Edward Jones

Christina Jackson is a financial advisor with Edward Jones in Merritt Island, FL. She holds a Series 66 designation and has eight years of industry experience, including three years at AutoLoop prior to joining Edward Jones in 2017. 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 through a large network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Hamid S

Series 66

Titusville, FL

LPL Financial

Hamid Sasaninejad is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at NEXT Financial Group for 17 years, as well as Kestra Investment Services and Equitable Advisors. Sasaninejad also operates HS Capital Management, LLC, which serves as a business entity for his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Catalina M

Series 66

Merritt Island, FL

Raymond James Financial

Catalina Mejia Hensel is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Outside of her advisory role, she is the managing member of CNB Consulting LLC and works as an associate at Crossleyshear. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stanley R

Series 63, Series 65

Titusville, FL

Cetera

Stanley Retz is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has held roles at Cetera and affiliated entities since 2004 and operates Retz Financial, Inc. Additionally, Retz has served on various nonprofit boards, including the YMCA of Central Florida and local medical and economic development organizations, and has involvement in automotive retail and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms, with a focus on both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Richard L

Series 63, Series 65

Titusville, FL

Primerica Advisors

Richard Lalor is a financial advisor with Primerica Advisors in Titusville, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher D

Series 63, Series 65

Merritt Island, FL

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James A

CFP®, Series 66

Cocoa, FL

Arnold Insurance & Financial Services, LLC

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.

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