Alfred Crake is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. He is based in Melbourne, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.

Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Kathryn Miller is a financial advisor with Truist Advisory Services who holds a Series 66 license and has 18 years of industry experience. She has worked at various SunTrust entities since 2013, including Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Keith Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked for Concourse Financial Group Securities Inc. for 12 years before joining Kestra in 2022. Moore serves as Chief Operating Officer for both Kestra Advisory Services and Security Financial Management, overseeing operations and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kenneth Persson is a financial advisor at Truist Advisory Services with a Series 66 credential. He has been in the industry since 2026, with prior experience at Truist Bank and other financial institutions. His background also includes work in the automotive collision repair sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Patrick Culhane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its predecessor entities since 2013, including roles at Truist Investment Services, Bb&T, and SunTrust. Outside of his advisory work, Culhane is involved in managing two LLCs that resell unused event tickets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools, with a focus on integration across affiliated entities.

Matthew Johansen is a financial advisor with TIAA-CREF in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he performs as a lead singer and guitarist in a 1980's tribute band active in Central Florida. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and incorporates an overlay manager and custody support for trade execution and account custody.

John Malatino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Outside of advising, he owns and leases commercial office space through Vidina Properties, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research resources.

Janece Callahan is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Paul Ewing is a financial advisor with Ameriprise, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent eight years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michell Warren is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Warren previously worked at SunRADON and A. Duda & Sons before returning to LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services supported by in-house and third-party research and model portfolios.

David Cohen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is involved with Stone Financial LLC, a company that provides loans to individuals with poor credit. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Anthony Hurt is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Questar Capital Corporation and Securities America Advisors before joining Osaic. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and provides access to various investment products and third-party managed accounts.

Timothy Hester is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

Richard Mazo is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 credential and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Richard Mazo & Company, Inc., a consulting business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Lattig is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 15 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Elizabeth Weido is a financial advisor with Primerica Advisors in Merritt Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Financial Services and PFS Investments, Inc. since 2008. Outside of her advisory role, she is the managing member and founder of Invested Networking Group, LLC, a networking organization for small business owners in her community. 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 under a tiered wrap-fee structure.

Heather Goodin is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with six years at the firm and a total of four years in the industry. Her prior experience includes roles at TD Ameritrade and TD Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored client recommendations.