Warren Weeks is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. His prior roles include extensive tenure at First Allied Securities and First Allied Advisory Services. He is also a consultant for Strategic Wealth Consultants Group, Inc. and a direct owner of Adams Financial Services PA. 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 range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Walter Crossley Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Raymond James since 2003 and is president of Crossley Shear Inc. He serves as a board member for 321 Empowerment Inc., a nonprofit focused on educating and empowering high school males, where he participates on the budgeting committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal advisory and SIMPLE IRA employer consulting services.

Annette Jensen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014, serving in multiple roles over that period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Limone Morales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. Their work history includes positions in retail, healthcare ministry, and investment services. Outside of financial advising, Morales works as an independent contractor driver for non-investment-related companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by third-party custodians and overlay managers.

James King is a financial advisor with LPL Financial based in Titusville, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at PNC Investments, Cetera Investment Advisors, and Regions Bank. He is involved in Launch Retirement & Investment Services, an investment-related business affiliated with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Stephen Scott is a financial advisor with LPL Financial in Merritt Island, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc., each for 13 years. Additionally, he operates Steve Scott Financial Services, offering advisory and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Mirabile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, she worked at UBS Financial Services for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Casey Crouch is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work with Charlottesville Redevelopment & Housing Authority and HBC CPAs, as well as operating his own CPA practice. He has over three decades of involvement with Primerica, including his current advisory position. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third parties and offers a range of portfolio approaches supported by custodial and trade execution services.

Mark Anderson is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since the mid-1990s. Anderson also serves as Vice President of Anderson & Anderson of Coral Springs, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ashley Campisi is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 11 years of industry experience, including multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. Her prior work includes positions at Suntrust and Fidelity Bank of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jorge Hoffmann is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.

Sam Hnilicka is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Regions Bank and Unitas Financial, as well as work in food service, including pizza making for a Central Florida restaurant group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Richard Miller is a CFP® with 30 years of experience in the financial industry. He is currently with OSAIC and has held prior positions at Securities America, Inc. and Questar Asset Management. Miller serves as board chairman of the Brevard Schools Foundation, a nonprofit organization focused on governance and fundraising. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment options on discretionary or non-discretionary terms.

Mark Bassett is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Bank, Bank of America, Edward Jones, TD Ameritrade, and Merrill Lynch. Mark works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Del Bene is a financial advisor with Edward Jones in Merritt Island, FL. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Outside of advisory work, he is the owner and landlord of the Edward Jones branch office where he operates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds.

Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.

Christina Jackson is a financial advisor with Edward Jones in Merritt Island, FL. She holds a Series 66 designation and has eight years of industry experience, including three years at AutoLoop prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.