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.

Jeffrey Hoffman is a financial advisor with UBS Financial Services in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience since 1988. He serves on a committee for the Community Foundation for Brevard, where he reviews and scores grant applications. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

John Kraniou is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waddell & Reed, and Ryan Bell among other firms. He is also a Relationship Manager involved in marketing and branding for Foresight Wealth Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing for portfolio construction across various investment types, managing accounts on both discretionary and non-discretionary bases.

Benjamin Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he was involved in real estate through Glover Homes, LLC and National Realty of Brevard, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Erin Van Haasteren is a Series 66 licensed financial advisor at Merrill with 10 years of experience at the firm and 6 years in the industry. She is based in Rockledge, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saly Ortiz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Banco Popular de Puerto Rico prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jason Gaskins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2021, he worked at Waddell & Reed Inc and Gabriel Penfield, and served for over two decades in the Department of Defense. He formerly held a position on the Planning & Zoning Commission for the City of Saint Michael, Minnesota. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients across a broad range of segments. The firm offers a wide array of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.