Kevin Smith is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 18 years at UBS Financial Services before joining Ameriprise and its affiliate in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Robert Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, with 35 years of industry experience. He holds the Series 63 designation and has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and specialized services like business-owner transition and special-needs analysis. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with implementation options available through brokerage or advisory programs.

Kenneth Whittaker is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Merritt Island, FL. He has worked at Raymond James since 2003 and also leads CPA Financial Enrichment Group LLC as CEO and President. Whittaker is the owner of Whittaker Dubois Investments, a real estate brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools while supporting a broad network of advisors and maintaining specialized offerings in municipal finance and SIMPLE IRA consulting.

Ray Pfleuger is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in multiple entities, including RCP Financial Services, LLC and Blue Wave Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products across its extensive network of advisors.

Mitch Herold is a Senior Financial Advisor with Merrill Lynch Wealth Management in Rockledge, Florida. He began his career in financial services in 2011 and joined Merrill Lynch in 2019. Mitch focuses on serving entrepreneurs, athletes, business owners, and their families, assisting them in defining their financial goals and understanding how market reactions may impact their path toward those objectives. He takes a planning-first approach centered on each client's unique goals and priorities to develop customized retirement and wealth strategies. Mitch holds a Bachelor's degree in Business Management from the University of Central Florida. He is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER (CFP) certificant. Additionally, he holds FINRA Series 7, 65, and 66 registrations. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and small business strategies. Outside of his professional role, Mitch is actively involved in his community, including participation in organizations such as Action Church and youth baseball programs. He and his wife, Lindsey, reside in Oviedo, Florida with their two children. His personal interests include golf, hunting, fishing, baseball, football, music, and spending time with his family.

Angela Coats is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques such as Monte Carlo simulations.

Kerron Greaves is a financial advisor with Primerica Advisors in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work background includes roles at PFS Investment Inc., Primerica Financial Services, Brevard Public Schools, and Florida Institute of Technology. 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Hughes Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in various fields including roofing and automotive sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

William Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cambridge Investment Research since 2019 and also maintains leadership roles in several insurance agencies. Turner serves as president and treasurer of the Murrell Professional Park Condominium Association board. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies tailored to client objectives.

John Yannick is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and was previously with American Portfolios Financial Services, Inc. from 2016 to 2018. Outside of his advisory role, he manages a residential rental property. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Lubel is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 63 license. Prior to joining LPL Financial in 2026, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for 12 years. Lubel is also the owner and manager of BRL Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Edward Stahley Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Stahley is based in Melbourne, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Joseph Pickrell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, focusing on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Joseph holds a Bachelor of Science degree from Daniel Webster College in Aviation. He served in the New Hampshire Air National Guard for 12 years as an aircraft mechanic. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in Portland, Maine, Joseph has lived in Florida for 26 years. He has two children, twins named Kristen and Joseph. His personal interests include billiards, dancing, drawing/sketching, fishing, football, music, spending time with his family, swimming, volleyball, and watching movies. He also plays the drums and enjoys traveling, especially cruising.

Victoria Brewster is a financial advisor at Morgan Stanley with 32 years of industry experience. She has held her current position at Morgan Stanley Smith Barney since 2009. Brewster holds the Series 63 and Series 66 designations and is based in Melbourne, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients. The firm utilizes a structured financial planning process supported by proprietary tools and serves clients through both direct engagements and corporate financial planning agreements.

Joseph Salahshour is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and AXA Advisors, LLC. He is also the owner of Salahshour Wealth Management LLC, a financial planning practice based in Melbourne, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with other financial product offerings.

Jim Baker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Samuel Lyons is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Lyons is involved in a lay Christian movement called Via De Cristo, which serves to renew men and women of various Christian faiths. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Scharps is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for multiple terms since 2014, as well as two years at Wells Fargo Advisors. Outside of his advisory role, he serves as the Athletic Director at Spanish River Christian School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Jeffrey Smith is a financial advisor at Edward Jones in Merritt Island, FL, holding the ChFC® designation and Series 66 license with eight years of industry experience. He served six years in the United States Air Force before joining Edward Jones in 2017. 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 nationwide network of more than 23,700 advisors.

Lancent Warren Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2005. 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, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.