Dalia Aguilar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments, Automatic Data Processing, and JPMorgan Chase Bank, N.A. Her background also includes roles in hospitality and education sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Popovich is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family trust, acts as an executor for an estate, and holds a minority ownership stake in Premier Wealth Management, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Hope Maniatis is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors Corporation for seven years and Crosman Corporation for four years. She has also been a commissioned notary public since 2019, occasionally notarizing documents for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and access to multiple third-party money managers and platforms.

Douglas Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions in various companies including BlueTape, Safehaven Security, and Onapsis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carolyn Thur is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

William Hooper II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial and investment management strategies to help clients with wealth accumulation, preservation, and transfer. His approach includes portfolio development, education planning, liability management, tax minimization, and asset preservation, with particular attention to achieving a sustainable retirement income. With over 35 years of experience, William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Avon High and an associate degree from Paul Smith's College. William is committed to building enduring client relationships through education and guidance. He also dedicates time to volunteering within the community, aligning with the Merrill tradition of local involvement.

Jennifer Vawter is a financial advisor with OSAIC who holds a Series 66 designation and has 16 years of industry experience. Her career includes roles at Royal Alliance Associates, Independent Financial Group, Triumph Wealth Advisors, TCM Securities, and McPherson Financial Group. Outside of her advisory work, she is an independent contractor photographer, owns a custom floral arrangement business, and serves as Assistant Secretary on the board of the OSAIC Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management across various investment types.

Steven Grasso is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in owning and managing a family-owned commercial real estate investment in Palm Bay, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Matthew Dopira is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. He is based in Palm Bay, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Beerensson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

April Norris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked in medical spa and real estate-related roles. She is also vice president of a women's investment group affiliated with Better Investing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Rafael Molina is a CFP® professional with 22 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years with UnionBanc Investment Services LLC. He is based in Melbourne Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.

David Rider Jr. is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at various Raymond James entities since 2013. Outside of his advisory role, he manages Rider Wealth Management, LLC, which supports his private wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs, with additional capabilities in municipal and public finance advisory services.

Ryan Mcdonough is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Blake Lindquist is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he was involved in the restaurant industry with roles at Pizza Gallery and Grill. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations as part of collaborative, annual client relationships.

Darlene Colbert is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes five years at Merrill and twenty years with Fidelity Brokerage Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to several registered investment companies and fund-of-funds.

Vika Schuhart is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Edward Jones. Her current tenure at Raymond James began in 2022. 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, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Steven Offill is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 23 years of industry experience. Prior to joining LPL Financial, he led Offill Financial Group for 36 years. He also provides tax preparation and accounting services as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Altair Watson is a financial advisor at Edward Jones in Melbourne, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Thomas Shepherd is a financial advisor with Primerica Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and manages portfolio implementation through BNY Mellon Advisors.