Scott Olson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include leadership positions at Atlantic Financial Advisors, LLC and ongoing involvement with InsureIncome, LLC. Olson also serves as a continuing education instructor. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting. The firm provides a range of advisory and specialized consulting services, emphasizing non-high-net-worth investors and retirement plan participants.

Laura Lunn is a financial advisor at Sequent Planning, LLC with six years of industry experience. She holds a Series 65 designation and has worked as an independent insurance agent since 2020. Her prior work includes positions at United Insurance Services, Ltd. and Nordstrom. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent adviser representatives. The firm employs a structured risk framework and offers diversified investment solutions with a focus on tax-aware placement and third-party manager integration.

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 at LaSalle St. Investment Advisors, L.L.C. since 2017. He previously worked at FSC Securities from 2014 to 2017. Outside of advising, he is the owner of 420 PLACE LLC, a building management business, and serves as Successor Trustee on the Cassandra Hartford Trust Reality TV Show. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, employing asset-allocation models with a mix of mutual funds, ETFs, equities, fixed income, and options.

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.

Robert Miller is a Series 65-licensed advisor at Impact Partnership Wealth, LLC with one year of industry experience. Prior to advisory roles, he worked for Florida Fish and Wildlife for 18 years and founded Space Coast Eco Tours, operating it for five years. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

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. He holds the CFP® and PFS™ designations and has worked at several firms including Triad Advisors, Inc. and Jotkoff & Associates P.A., where he is also a CPA. Outside of financial advising, he owns a pottery business that he operates as a hobby. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Dorothy Bourlier is a CFP® professional with 10 years of experience in wealth management. She currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.

Kameron Snow is a financial advisor with First Command Advisory Services and holds the Series 63 and Series 65 licenses. He has one year of industry experience and prior work history includes roles with MTR Ventures LLC and Smart Home Pros INC. First Command Advisory Services, Inc. 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, using a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers and funds.

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 at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Fidelity Investments, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within the framework of Empower’s recordkeeping and administrative platforms.

Donald Chamberlin Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is also the owner of The Chamberlin Group, through which he provides income tax planning, tax strategies, business consulting, and other professional services. Chamberlin serves as St. Louis Chapter President and instructor for the American Financial Education Alliance, a nonprofit focused on financial literacy education, and is a committee member for the National Memorial for Military Ascent. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, utilizing model portfolios and third-party sub-advisers.

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.