Christine Helsel is a financial advisor with J.P. Morgan Securities in Titusville, FL, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Libby is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Libby is also the owner and manager of Libby Advisors LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and employs a multi-manager platform with multiple program options and custodial relationships.

Curtis Lanoue is a financial advisor at Thrivent Investment Management with seven years of industry experience and holds the Series 66 credential. He has worked at Thrivent and its affiliated entities since 2014 and has additional experience with The Brevard Group. Outside of his advisory role, he serves as a parish musician at St. Luke's Episcopal Church and is an author of music and religion-related books, as well as an umpire for amateur baseball games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Patrick Coyne is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Accenture Inc and Sierra-Cedar Inc. Outside of his advisory role, he is also an associate at Crossley Shear, a support company based in Merritt Island, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports clients through its advisory programs and institutional consulting network.

John Rawson III is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Terry Stanfill is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at H. Beck, Inc., Grove Point Investments, LLC, and Professional Tax Solutions LLC. He serves as a commissioner and board member for the City of Grand Blanc, MI, and is a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Lisa Anderson is a financial advisor at Primerica Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Primerica since 1995. Outside of her advisory role, she serves as president of Anderson & Anderson of Coral Springs, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Allison Stevenson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked within various divisions of J.P. Morgan since 2012, including JPMorgan Chase Bank, N.A. Allison holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juan Montoya is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Cetera Investment Services LLC, Regions Bank, and Wells Fargo Advisors. Montoya is based in Cocoa, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Matthew Beverungen is a financial advisor with Osaic Wealth, Inc. based in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc., alongside running his own CPA practice since 1993. Outside of advisory work, he offers fixed insurance solutions and provides tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Hunter Schultz is a financial advisor with Cambridge Investment Research Advisors in Rockledge, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Wells Fargo and the University of Central Florida, in addition to service in the US Army from 2016 to 2020. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment options across multiple platforms, featuring proprietary and third-party strategies.

Sabina Baker is a Series 66 licensed financial advisor with Edward Jones in Rockledge, Florida, where she has worked since 2018. She has seven years of industry experience and previously worked for US Aviation Training Solutions Inc. Outside of her advisory role, she volunteers locally to coordinate classes on personal budgeting and debt management based on Christian principles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices.

Gerald Parent Sr. is a financial advisor with LPL Financial in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. He has operated The Faithful Agency, a financial services business, since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by research and a variety of portfolio management options.

Kimberly Turner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at One Sotheby's International Realty, Great Point Capital, and Cambridge Investment Research Advisors. She has also been involved with The American College of Financial Services and various entities under Prosperity Doctors LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses that cover a wide range of planning topics. The firm delivers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Charlene Beach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of her advisory role, she works as a part-time piano instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Shaun Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jacobs Technology and Radisson. From 2019 to 2021, he was involved with 4th Street Fillin' Station. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with additional expertise in municipal and public finance.

Lindsey Hawthorne is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Stifel for a total of eight years and at Principal Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Thomas Guill is a financial advisor with Ameriprise in Titusville, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

John Nicklas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Investment Services, Inc. from 1998 to 2025. In addition to his advisory role, he operates an accounting and bookkeeping firm, John M. Nicklas, CPA, PC, established in 1990. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Karl Youmans is a financial advisor with Ameriprise in Titusville, FL, holding a Series 66 credential and eight years of industry experience. His background includes five years at RSM US LLP/McGladrey LLP before joining Ameriprise in 2017. Outside of his advisory role, he owns and operates K P Youmans, LLC, which provides practice management services, and is involved in tax preparation and business management through other ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.