William Landers is a Series 66 credentialed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at Boeing for six years and Northrop Grumman for five years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Jeffrey Hoffman is a financial advisor with UBS Financial Services in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience since 1988. He serves on a committee for the Community Foundation for Brevard, where he reviews and scores grant applications. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

John Kraniou is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waddell & Reed, and Ryan Bell among other firms. He is also a Relationship Manager involved in marketing and branding for Foresight Wealth Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing for portfolio construction across various investment types, managing accounts on both discretionary and non-discretionary bases.

Benjamin Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he was involved in real estate through Glover Homes, LLC and National Realty of Brevard, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Erin Van Haasteren is a Series 66 licensed financial advisor at Merrill with 10 years of experience at the firm and 6 years in the industry. She is based in Rockledge, FL. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saly Ortiz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Banco Popular de Puerto Rico prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jason Gaskins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2021, he worked at Waddell & Reed Inc and Gabriel Penfield, and served for over two decades in the Department of Defense. He formerly held a position on the Planning & Zoning Commission for the City of Saint Michael, Minnesota. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients across a broad range of segments. The firm offers a wide array of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Marcus Herman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Nightwing Intelligence Solutions and held various roles in education and corporate sectors, including at Raytheon Technologies and multiple colleges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Scott Cohen is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning more than a decade. Cohen holds partial ownership in Blue Wave Wealth Management, LLC, and full ownership of SAC Financial Services, LLC, both investment-related businesses based in Melbourne, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Eusef Malik is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Truist Bank and SouthState Bank. Malik serves as a board member for Space Coast Habitat for Humanity, a nonprofit focused on building affordable homes with volunteer participation. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Hecker is a CFP® with 39 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and was previously with UBS Financial Services from 2005 to 2016. He serves on the finance committee of Calvary Chapel Fellowship of Melbourne. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Roub is a CFP®-designated financial advisor with Stifel, bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on youth development and education, including AMIkids Space Coast and Pietas Classical Christian School. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Colleen Mitchell is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Viera, FL. She has nine years of industry experience, including ten years with Edward Jones. Outside of her advisory role, she is a member of C4 Equity Group LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices.

Ashley Cappola is a financial advisor with Edward Jones in Melbourne, FL, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Brevard Public Schools for five years and was self-employed for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Terry Tolbert is a financial advisor with LPL Financial based in Viera, FL, holding CFP® certification and Series 63 and 65 licenses. He has 40 years of industry experience, including seven years with LPL Financial and 14 years with Allen & Company of FL, Inc. Tolbert also serves as an insurance producer and agent with Allen & Company of Florida and Athene Annuity & Life Insurance Co. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Cecilia Ross is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following five years at SunTrust. Outside of her advisory role, Ross is a self-published author of a children’s book with illustrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Ciuro is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as Treasurer on the Executive Board of the Cocoa Beach Regional Chamber of Commerce. He is also the owner of a real estate business based in Melbourne, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a national network of financial advisors.

Dano Lo Presti is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and involvement with Divine Touch Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2014. Outside of her advisory work, she is co-owner of a family business, SBS Precision Sheetmetal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Mathew Mckelvey is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing tailored financial advice to private business owners, affluent families, and individuals. He focuses on a goals-based approach to create customized strategies designed to perpetuate wealth, support philanthropic desires, and pursue legacy goals. Mathew begins every client relationship by exploring what is most important in their lives to gain a thorough understanding of their resources, lifestyle, family, goals, and business, standing alongside clients to align recommendations with their real-world objectives. Mathew earned his Bachelor's degree from Keiser University and holds the Chartered Financial Consultant (ChFC) designation as well as a Personal Investment Advisor (PIA) accreditation. He moved to Brevard County from New York in 1993 and currently resides in Viera, Florida, with his wife, Jessica, and their four children. He is involved in the community as a member of the Rockledge Rotary Club and serves on the board of directors for organizations including Family Promise of Brevard. Outside of his professional responsibilities, Mathew enjoys spending time with his family, traveling, barbecuing with friends, and following college football. He is also involved with local groups such as Family Promise of Brevard, Rockledge High School, Rotary, and Viera Little League.