Marcel Pope is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2003, bringing 29 years of industry experience. His career includes a focus on non-variable insurance and he is involved in educating clients about pre-need burial and cremation insurance and services. Additionally, he owns a business unrelated to investment advisory and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Paul Ewing is a financial advisor with Ameriprise, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent eight years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michell Warren is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Warren previously worked at SunRADON and A. Duda & Sons before returning to LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services supported by in-house and third-party research and model portfolios.

David Cohen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is involved with Stone Financial LLC, a company that provides loans to individuals with poor credit. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Anthony Hurt is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Questar Capital Corporation and Securities America Advisors before joining Osaic. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and provides access to various investment products and third-party managed accounts.

Timothy Hester is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

Richard Mazo is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 credential and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Richard Mazo & Company, Inc., a consulting business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Lattig is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 15 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Elizabeth Weido is a financial advisor with Primerica Advisors in Merritt Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Financial Services and PFS Investments, Inc. since 2008. Outside of her advisory role, she is the managing member and founder of Invested Networking Group, LLC, a networking organization for small business owners in her community. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Heather Goodin is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with six years at the firm and a total of four years in the industry. Her prior experience includes roles at TD Ameritrade and TD Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored client recommendations.

Theresa Pohlman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and Diversified Capital Solutions Inc, where she has been involved for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of financial planning and advisory programs. The firm offers both discretionary and non-discretionary management, utilizing model portfolios and research from various sources, and provides additional services including retirement plan consulting and brokerage solutions.

Jordan O'daniel is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in luxury real estate and hospitality management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Cameron Mitchell is a Series 66-licensed financial advisor with Edward Jones in Viera, FL, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he manages C4 Equity Group LLC, a real estate business based in Viera. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Michele Rizzuto is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She works with accomplished individuals and families to provide disciplined portfolio strategy and thoughtful planning geared toward long-term clarity, confidence, and legacy. Michele's approach as a Senior Portfolio Advisor includes managing discretionary custom investment strategies and selecting from a range of Merrill model and third-party investment portfolios. Michele's client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Melbourne High School. Outside of her professional practice at Baker Rizzuto & Associates Wealth Management, Michele is involved with several organizations, including the International Woman's Flag Football Association, the American Cancer Society, Build Bright Foundation INC, and St Jude Children's Research Hospital. Her personal interests include basketball, biking, boating, football, hiking, pickleball, spending time with family, tennis, traveling, and yoga.

Robert Dow is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice since 1996. Robert leads The Dow Wealth Management Group, which focuses on assisting successful business owners of closely-held companies with wealth management related to exit planning, legacy preservation, and family wealth maximization. Robert’s areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned his Bachelor of Science degree in Marine Engineering Technology from Maine Maritime Academy. Outside of his professional responsibilities, Robert volunteers as a cabin leader at Camp Agawam, supporting underprivileged boys in Maine during the summer. He is also involved with Chaine des Rotisseurs and Team Rubicon. His personal interests include adventure sports, billiards, chess, golf, reading, scuba diving, spending time with his family, and traveling.

Diane Tidwell is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. She worked at Wells Fargo Advisors for 19 years before joining Raymond James in 2018. Outside of her advisory role, she is an associate and registered assistant to another advisor at Richard Martinson & Assoc, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Jason Hull is a financial advisor with Edward Jones in Cocoa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Nantucket Cottage Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Elaina Garvin is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel since 2012. Garvin serves on the boards of the Brevard Zoo and the Health First Foundation, including leadership roles such as Board Secretary and President of the Executive Committee for the Health First Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Russell Stuart is a CFP® and holds a Series 66 license. He has 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Indian Harbour Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Walter Amoros is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. Prior to joining Merrill, he has held roles at Bank of America and has varied experience including logistics and hospitality sectors. Outside of advising, he provides sporadic bartending services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing both model-based and discretionary strategies for a range of individual and institutional clients.