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.

Donna Polizzi Quinones is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at STS, Longevity 50, Wagner's Insurance Agency, and Beachbody. Outside of her advisory work, she is a newborn and family photographer based in Melbourne Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Joseph Townsend is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds the Series 66 and Series 65 designations and has worked at firms including PNC Investments, Bank of America, Merrill, Edward Jones, and Townsend Capital Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with tax-aware withdrawal strategies and dependable income sources.

Courtney Favor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2023, Favor worked at Agia and Valic Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Teutschman is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Dalia Aguilar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments, Automatic Data Processing, and JPMorgan Chase Bank, N.A. Her background also includes roles in hospitality and education sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Mark Thompson is a CFP® professional with 39 years of industry experience and has been with Raymond James & Associates since 1995. He is based in Melbourne, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers with the Space Coast Early Intervention Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management styles.

Chad Colbert is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of a consulting firm and holds a significant ownership interest in a Jersey Mike's franchise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware retirement income strategies.

Peter Popovich is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family trust, acts as an executor for an estate, and holds a minority ownership stake in Premier Wealth Management, LLC. Wells Fargo Advisors 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.