Kyle Ferguson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Cetera Advisors LLC and Stephen G Rossi Jr PA. Outside of finance, he is a part owner of Maverick Aircraft Detailing LLC, an aircraft detailing business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management services.

Hope Maniatis is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors Corporation for seven years and Crosman Corporation for four years. She has also been a commissioned notary public since 2019, occasionally notarizing documents for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and access to multiple third-party money managers and platforms.

Douglas Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions in various companies including BlueTape, Safehaven Security, and Onapsis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Brian Crane is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at various Raymond James entities since 2009. Outside of his advisory role, he is involved as an independent contractor with the Crane Batch Private Wealth Group and Crane Private Wealth Group, LLC, which focus on wealth management and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a variety of advisory programs and institutional consulting.

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.

Carolyn Thur is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Timothy Nunno is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years. Outside of advising, he is a 50% owner of a private storage facility through his business, Gatorfin LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers a range of financial planning and consulting services with a non-discretionary approach, supported by diverse portfolio management styles and affiliated research.

Richard Knight is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously spent a decade at Truist Advisory Services, Inc. Outside of his advisory role, Knight serves as an Operations Officer in the Florida Army National Guard, directing tactical and civil support operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base—including individuals, institutions, and charitable organizations—using tailored, non-discretionary strategies informed by risk profiling and analytical modeling. The firm supports a large network of advisors and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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.

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.

William Hooper II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial and investment management strategies to help clients with wealth accumulation, preservation, and transfer. His approach includes portfolio development, education planning, liability management, tax minimization, and asset preservation, with particular attention to achieving a sustainable retirement income. With over 35 years of experience, William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Avon High and an associate degree from Paul Smith's College. William is committed to building enduring client relationships through education and guidance. He also dedicates time to volunteering within the community, aligning with the Merrill tradition of local involvement.

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.

Caleb Kennedy is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Space Coast Credit Union from 2016 to 2019. 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, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Michael Wills is a CFP® with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 50% ownership in an electrical contracting company where he serves as a director, overseeing financial reviews and corporate strategy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michelle Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked for Truist Advisory Services and Truist Investment Services, with over a decade of service at Truist Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

David Ryan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he provides notary services to clients as a supplementary activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jennifer Vawter is a financial advisor with OSAIC who holds a Series 66 designation and has 16 years of industry experience. Her career includes roles at Royal Alliance Associates, Independent Financial Group, Triumph Wealth Advisors, TCM Securities, and McPherson Financial Group. Outside of her advisory work, she is an independent contractor photographer, owns a custom floral arrangement business, and serves as Assistant Secretary on the board of the OSAIC Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management across various investment types.

Steven Grasso is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in owning and managing a family-owned commercial real estate investment in Palm Bay, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Tisha Hill is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining Ameriprise. Hill serves on the Board of Directors and is Treasurer for Helping Seniors of Brevard. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered in partnership with financial advisors.