Kerron Greaves is a financial advisor with Primerica Advisors in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work background includes roles at PFS Investment Inc., Primerica Financial Services, Brevard Public Schools, and Florida Institute of Technology. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Hughes Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in various fields including roofing and automotive sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

William Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cambridge Investment Research since 2019 and also maintains leadership roles in several insurance agencies. Turner serves as president and treasurer of the Murrell Professional Park Condominium Association board. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies tailored to client objectives.

John Yannick is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and was previously with American Portfolios Financial Services, Inc. from 2016 to 2018. Outside of his advisory role, he manages a residential rental property. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Lubel is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 63 license. Prior to joining LPL Financial in 2026, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for 12 years. Lubel is also the owner and manager of BRL Wealth Management LLC. 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 plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Edward Stahley Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Stahley is based in Melbourne, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Joseph Pickrell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, focusing on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Joseph holds a Bachelor of Science degree from Daniel Webster College in Aviation. He served in the New Hampshire Air National Guard for 12 years as an aircraft mechanic. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in Portland, Maine, Joseph has lived in Florida for 26 years. He has two children, twins named Kristen and Joseph. His personal interests include billiards, dancing, drawing/sketching, fishing, football, music, spending time with his family, swimming, volleyball, and watching movies. He also plays the drums and enjoys traveling, especially cruising.

Victoria Brewster is a financial advisor at Morgan Stanley with 32 years of industry experience. She has held her current position at Morgan Stanley Smith Barney since 2009. Brewster holds the Series 63 and Series 66 designations and is based in Melbourne, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients. The firm utilizes a structured financial planning process supported by proprietary tools and serves clients through both direct engagements and corporate financial planning agreements.

Joel Targgart is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. He has been with Ameriprise Financial Services since 2015. Outside of his advisory role, he is an administrative staff member at AR Group, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Derek Boucher is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include over 15 years with Ameriprise and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Salahshour is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and AXA Advisors, LLC. He is also the owner of Salahshour Wealth Management LLC, a financial planning practice based in Melbourne, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with other financial product offerings.

Bryce Mohelnitzky is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. and Currency Exchange International. 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.

Jim Baker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Robert Handley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services Inc., National Securities Corporation, and Cco Investment Services Corp. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Samuel Lyons is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Lyons is involved in a lay Christian movement called Via De Cristo, which serves to renew men and women of various Christian faiths. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Scharps is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for multiple terms since 2014, as well as two years at Wells Fargo Advisors. Outside of his advisory role, he serves as the Athletic Director at Spanish River Christian School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Jeffrey Smith is a financial advisor at Edward Jones in Merritt Island, FL, holding the ChFC® designation and Series 66 license with eight years of industry experience. He served six years in the United States Air Force before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Katherine Vansant is a financial advisor at Ameriprise in Melbourne, FL, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Monster Mom, LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Lancent Warren Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2005. 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 advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.