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.

James Fox is a financial advisor at Impact Partnership Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at World Equity Group and Taylor Capital Management. Fox also maintains a role at Wadadli Financial Group, where he is involved in insurance and securities sales. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary portfolio solutions alongside financial planning and consulting services.

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.

Brooke Jones is a financial advisor at Savant Wealth Management with one year of industry experience. She holds a Series 65 designation and has worked at Savant Wealth Management since 2024. Prior to her advisory role, she was employed at Valley Christian Preschool from 2022 to 2024. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust service entities.

Suzanne Stopa is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She previously worked at Proequities, Inc. for over a decade before joining Kestra Advisory in 2022. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Jacob Miller is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Insurance Services and Brokerage Services. Miller’s background includes service in the United States Army from 2016 to 2020 and academic roles at Eastern Florida State College and AMU/APUS. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to select and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.

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.

Dorothy Bourlier is a CFP® professional with 10 years of industry experience, currently with Focus Partners Wealth, LLC. She has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Kameron Snow is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he held roles at MTR Ventures LLC and Smart Home Pros Inc. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

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.