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.

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.

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.

Samantha Verzi is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at UBS Financial Services before joining Kestra in 2019. Outside of her advisory role, she is a sales representative for Mary Kay Cosmetics and assists with her spouse’s car restoration business. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across over 200 advisors.

Kim James is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. She holds the CFP® and PFS™ certifications and has worked with firms including Triad Advisors, Inc. and Triad Hybrid Solutions. In addition to her advisory work, she owns a pottery business which she pursues as a hobby. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to manage client portfolios.

Cary Lipman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2006. Outside of his advisory role, he is the managing partner of Gator Country LLC, which is establishing an RV campground. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platforms.

Michael Smith is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, Fidelity Investments, and Edward Jones. He is based in West Melbourne, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning tools focused on long-term portfolio returns and client savings rates.

Theodore Peters is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Truist Advisory Services since 2016 and was previously with Global Assets Advisors, LLC from 2002 to 2005. Outside of his advisory work, he co-owns an e-commerce business that sells custom-designed t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research tools, to offer asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Lisa Hayes is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Linda Stout is a CFP® with two years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has held various roles within Truist-affiliated entities since 2008. Outside of her advisory work, Stout is involved in several nonprofit organizations, including serving as Chair Elect for Economic Development at the Development Commission of Space Coast and holding board positions with United Way of Brevard, Junior Achievement of Space Coast, and the Brevard County Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with a notable level of integration among Truist-affiliated entities.

Dawn Dickson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds a Series 63 designation and has been with the firm since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services using both firm-managed and third-party strategies.

Tarik Kawi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as a director of a family partnership managing a family estate and owns an entity that provides administrative services to the estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Gregory Pollock is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investments and integrated trust and insurance capabilities.

Mollie Sebak is a CFP® with 10 years of experience in financial advising. She is currently with Farther, where she has worked since 2024. Her prior experience includes positions at Financial Life Focus, LLC, Triad Financial Advisors, Inc., and Modera Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across a range of asset classes.

Susan Mcnamara Musil is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Brookstone since 2018 and previously at Precision Capital Management. Musil is also a licensed insurance agent with Allianz Life Insurance of the United States, authorized to sell annuities and life insurance in Florida. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.