Kevin Chancellor is a Series 66-licensed advisor at Blackridge Asset Management, LLC with 11 years of industry experience. He previously worked at Edward Jones for six years before joining Blackridge in 2021. Outside of his advisory role, he performs as a live musician in Palm Bay, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolios and a combination of fundamental, technical, and charting analysis, offering tailored financial solutions via an online platform and maintaining relationships with affiliated broker-dealers and third-party managers.

Timothy Tuschinski is a financial advisor at Simplicity Wealth in Melbourne, FL, holding a Series 65 credential with two years of industry experience. Prior to his advisory career, he served in the US Navy for 24 years. Outside of his advisory role, he is the founder and sole employee of Tactical Edge Solutions, an aerospace and defense consulting firm supporting small businesses bidding on government contracts. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support for other advisers through its managed account platform.

Lucas Durham is a financial advisor with Root Financial Partners in Palm Bay, FL, holding CFP® and Series 65 designations. He has two years of industry experience and previously worked at Tiaa, Ascensus, and held teaching roles at the University of Central Florida. Outside of finance, he is involved with Durham Landscaping Inc., a family business he has been associated with since 2019. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming alongside specialized portfolio management options.

Danielle Douglas is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Her prior firms include True Path Financial Design, Imber Wealth Advisors, and Advisory Alpha, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through discretionary or non-discretionary authority and an asymmetric rebalancing approach.

Stephen Florio is a financial advisor at Rossby Financial, LLC with 41 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc. and Raymond James and Associates. Florio serves as a board trustee for Downtown Harbor Church in Ft. Lauderdale, FL. Rossby Financial is a Registered Investment Adviser that offers portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm uses multiple analysis methods and customizes strategies to clients’ risk tolerance and investment horizons.

Charles Steele Sr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes ownership of Randsco Inc, a commercial linen and dry cleaning business, and a long tenure with AIG American General Life Insurance Company. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.

Jennifer Szeklinski is a financial advisor at Rossby Financial, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2023. Outside of her advisory role, she is an independent insurance agent for various companies. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering portfolio management, financial planning, and retirement consulting with a multi-method investment approach tailored to clients’ risk tolerance and horizons.

David Litras is a financial advisor with Vanderbilt Advisory Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2018 and previously spent 11 years at LPL Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Melissa Reaktenwalt is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and MML Investors Services. Outside of her advisory role, she serves on the board of the nonprofit One World Education and is involved in speaking engagements through Rock and Sway Media. Rossby Financial is a Registered Investment Adviser that serves individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm employs multiple investment analysis methods and offers tailored strategies through discretionary and non-discretionary services, managing approximately $358.6 million across about 800 client relationships.

Randolph Martin is a CFP® with 46 years of industry experience, currently serving as an advisor at Rossby Financial, LLC since 2024. Prior to this, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2024 and has maintained Randolph Martin Insurance since 2006. He is also involved in book publishing through the Randolph Martin Retirement Group. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships and employs a range of analytical methods to tailor investment strategies to clients’ risk tolerance and goals.

Maria Dianne Ergas is a CFP® professional with 12 years of industry experience, currently serving at Procyon Advisors, LLC. Her prior roles include positions at Facet Wealth, Vanguard Advisers, and Northwestern Mutual Investment Management. Outside of finance, she is a flight instructor with Black Sheep Flight Services, where she provides flight and ground training. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers tailored, long-term investment management and advisory services, primarily managing assets on a non-discretionary basis and integrating AI tools alongside human oversight.

John Rojas is a financial advisor at Rossby Financial, LLC with 29 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Ameriprise Financial Services, Inc. and NewEdge Advisors, LLC. Outside of his advisory role, he is involved with Strategic Tax Advisors, where he provides tax preparation and accounting services. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $565 million in discretionary assets and employs diversified investment strategies tailored to clients’ objectives and risk tolerances, including the use of third-party managers and wrap-fee programs.

Amanda Pearson is a financial advisor at World Equity Group, Inc. with seven years of industry experience. She previously worked at Stifel for seven years and spent eighteen years at Faith Lutheran School & Daycare. Outside of her advisory role, Pearson serves as the lead costume designer for Encore Dance Studio’s performance company. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Olson is a financial advisor at IP Financial Advisory Services LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Independent Financial Group and Financial West Group. Outside of advising, he serves as a continuing education instructor. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and provides access to third-party investment advisors, focusing on non-high-net-worth individuals and integrating insurance and risk management services alongside traditional investment advisory programs.

Laura Lunn is a financial advisor at Sequent Planning, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at United Insurance Services, Ltd. and Nordstrom. In addition to her advisory role, she operates as an independent insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations, supported by platforms like AdvisorEngine and custody through Charles Schwab.

Michael Baumann III is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles since 1987, including positions at Honor Financial Group, Inc. and Coast 2 Coast RE, LLC. Baumann serves on a condominium board of directors in Brevard County, FL. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management, combining third-party strategists with adviser-managed models and tactical asset allocation.

Andres Yepes is a CFP® with 10 years of industry experience currently serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at J.W. Cole Advisors, INC. and Raymond James & Associates, Inc. He serves as treasurer and board member for the Brevard Alzheimer’s Foundation and volunteers as an ambassador for the Melbourne Regional Chamber. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Raymond Wasser III is a Series 65-licensed financial advisor with nine years of experience at Archer Investment Corporation and over three decades of experience as a CPA. He has been with Archer Investment Corporation since 2016. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary and model-driven portfolio management based on comprehensive financial assessments and diversified asset allocations.

Terrence Rocks is a financial advisor with Inspire Advisors, LLC in Melbourne, FL, holding a Series 65 designation and 10 years of industry experience. He has worked with Inspire Advisors since 2023 and previously with GA Repple and Teleios Financial Partners. Outside of his advisory role, he co-founded and serves on the board of Brevard Youth Network, a Christ-centered outreach program focused on at-risk youth. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary screening tools and employs a mix of quantitative, fundamental, and technical analyses, often implementing portfolios via model allocations and proprietary ETFs.

Nelson Cover III is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2017. He previously worked at FSC Securities from 2014 to 2017. Outside of advisory work, he is the owner of 420 Place LLC, which owns the building where his firm operates, and serves as successor trustee on the Cassandra Hartford Trust. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, emphasizing a predominance of non-discretionary assets, and provides customized solutions including third-party manager selection and managed account programs.