Hamid Sasaninejad is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent 17 years at NEXT Financial Group. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various institutional services.

Amanda Lansdell is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Raymond James & Associates and AIG Capital Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles to multiple registered investment companies.

Stephen Houser is a CFP® with 27 years of experience, currently affiliated with Cetera in Rockledge, FL. He has worked at Cetera since 2004 and previously contributed 11 years at Fpt Services, Inc. Outside of his advisory work, Houser is the owner of Houser Financial Group, offering tax, accounting, and financial services, and he serves as treasurer for a nonprofit organization focused on charitable and community needs. Additionally, he owns a fishing charter business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm’s platform includes model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Catalina Mejia Hensel is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Outside of her advisory role, she is the managing member of CNB Consulting LLC and works as an associate at Crossleyshear. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Karina Dischler is a financial advisor at Edward Jones in Rockledge, Florida, holding a Series 66 designation with one year of industry experience. Her prior work includes five years at Moldi, LLC and four years in homemaking. She is a member of two LLCs involved in manufacturing/sales and real estate investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Bailey is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Primerica Advisors since 2013 and has held roles at organizations including Steward Sebastian Hospital and Health First. He is also involved with Six Digit Yacht Club Inc., serving as its office manager. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-based strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Cocoa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. for over two decades and has also been an ESL instructor at Inlingua Language Institute since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure.

Stanley Retz is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has held roles at Cetera and affiliated entities since 2004 and operates Retz Financial, Inc. Additionally, Retz has served on various nonprofit boards, including the YMCA of Central Florida and local medical and economic development organizations, and has involvement in automotive retail and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms, with a focus on both discretionary and non-discretionary account management.

Richard Lalor is a financial advisor with Primerica Advisors in Titusville, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. 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 primarily on a tiered wrap-fee basis.

Christopher Davis is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers since 2017 and Cetera Financial Specialists since 2004. In addition to his advisory role, he is a partner at Brevard Accounting Group, a CPA firm where he has been involved in accounting and tax practice since 1999. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a network of more than 10,000 advisors.

David Gamblin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2009 to 2023. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals utilizing various portfolio management strategies and platform arrangements.

James Arnold is a CFP® and holds a Series 66 license with 22 years of experience in the financial industry. He has operated Arnold Insurance & Financial Services, LLC in Cocoa, FL since 2015. In addition to his advisory role, he works as an insurance producer for life, health, and property and casualty insurance. Arnold Insurance & Financial Services, LLC is an independent firm serving clients with a range of financial and insurance planning services.