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 at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad non-advisory financial services ecosystem.

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.

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.

Ray Pfleuger is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in multiple entities, including RCP Financial Services, LLC and Blue Wave Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products across its extensive network of advisors.

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.

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 CFP® with 27 years of experience in the financial services industry, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes roles at Merrill and Raymond James & Associates. Outside of his advisory work, he is involved as an independent contractor in the Crane Batch Private Wealth Group partnership and Crane Private Wealth Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using advanced analytical tools and supports a wide network of advisors through specialized programs and consulting services.

Derek Boucher is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include over 20 years with Ameriprise Financial Services in various capacities and a brief period at Choreo, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning for advisor assistance.

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.

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.