Robert Devries is a financial advisor at Savant Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Firstwave Financial Inc (formerly CPA Wealth Management Services) for 11 years before joining Savant in 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, and family office services. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust affiliates.

Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business activities. 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, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved universes.

Richard Frontera is a financial advisor with Equity Services, Inc. in Melbourne, FL, holding a Chartered Financial Consultant (ChFC®) designation and Series 63 license. He has 48 years of industry experience and has been with Equity Services and National Life Group since 1991. Outside of his advisory role, he is an insurance sales agent and supervises agents selling life, disability, health insurance, and annuities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term investment strategies.

Lauren Lawler is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc., where she has worked since 2014. She serves as a Director at Large for the Brevard County Estate Planning Council in Melbourne, FL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Thomas Leone is a Series 66 licensed financial advisor with Merrill, based in Palm Bay, Florida, and has six years of industry experience. His prior work includes roles at Bank of America, Axiom Bank, and Dean Foods. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrycja Skierski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios delivered to intermediary platforms.

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.

Sandra Gunthorpe is a financial advisor at Edward Jones in Melbourne, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Gorilla Rides LLC, LJC Properties LLC, and H & R Block. Outside of advising, she owns a booth at America's Antique Mall where she sells antique and vintage household items. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Rowland is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously spent nine years with UBS Financial Services Inc. in Melbourne, FL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Alexander Ducharme is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held positions at Raymond James since 2018 and previously worked at T. Rowe Price from 2015 to 2018. He holds Series 63 and Series 66 registrations. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Kinnear is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. He owns Kinnear Wealth Management LLC, a separate financial practice based in Indialantic, FL. 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 investment and financial planning services, using proprietary research and tools to develop tailored recommendations for clients.

John Debczak is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was with Wells Fargo Advisors LLC from 2011 to 2023. Outside of his advisory work, he owns Debczak Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.

Paul Streeter is a financial advisor with Ameriprise in Melbourne, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory work, he is the owner of a real estate business, Eddystone Lane, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Phillip Margy is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools such as risk profiling and probability modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Peter Mooney is a financial advisor with LPL Financial in Melbourne, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including 20 years at Coordinated Capital Securities, Inc., and 25 years operating Mooney Financial Services. His background also includes over five decades as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Amber Shear is a CFP® and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has worked with J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. since 2014, and previously with Wamu Investments, Inc. from 2009 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

J. Michael Mullen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he rents rooms in his home through a short-term rental platform. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research from multiple sources to support diversified investment strategies.

Brian Kent is a financial advisor at LPL Financial in Melbourne, FL, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Elevations Credit Union, Fairwinds Credit Union, CUSO Financial Services, and Space Coast Credit Union. He serves on the board of Faith Viera Lutheran Church, a nonprofit organization. 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 consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Patia Walker is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Scottrade, and LPL. Outside of her advisory role, she is a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to provide tailored recommendations, with clients deciding how to implement them.