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.

Cameron Mitchell is a Series 66-licensed financial advisor with Edward Jones in Viera, FL, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he manages C4 Equity Group LLC, a real estate business based in Viera. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

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.

Michele Rizzuto is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She works with accomplished individuals and families to provide disciplined portfolio strategy and thoughtful planning geared toward long-term clarity, confidence, and legacy. Michele's approach as a Senior Portfolio Advisor includes managing discretionary custom investment strategies and selecting from a range of Merrill model and third-party investment portfolios. Michele's client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Melbourne High School. Outside of her professional practice at Baker Rizzuto & Associates Wealth Management, Michele is involved with several organizations, including the International Woman's Flag Football Association, the American Cancer Society, Build Bright Foundation INC, and St Jude Children's Research Hospital. Her personal interests include basketball, biking, boating, football, hiking, pickleball, spending time with family, tennis, traveling, and yoga.

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.

Robert Dow is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial and wealth management advice since 1996. Robert leads The Dow Wealth Management Group, which focuses on assisting successful business owners of closely-held companies with wealth management related to exit planning, legacy preservation, and family wealth maximization. Robert’s areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned his Bachelor of Science degree in Marine Engineering Technology from Maine Maritime Academy. Outside of his professional responsibilities, Robert volunteers as a cabin leader at Camp Agawam, supporting underprivileged boys in Maine during the summer. He is also involved with Chaine des Rotisseurs and Team Rubicon. His personal interests include adventure sports, billiards, chess, golf, reading, scuba diving, spending time with his family, and traveling.

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.

Diane Tidwell is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. She worked at Wells Fargo Advisors for 19 years before joining Raymond James in 2018. Outside of her advisory role, she is an associate and registered assistant to another advisor at Richard Martinson & Assoc, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

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.

Elaina Garvin is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel since 2012. Garvin serves on the boards of the Brevard Zoo and the Health First Foundation, including leadership roles such as Board Secretary and President of the Executive Committee for the Health First Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Walter Amoros is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. Prior to joining Merrill, he has held roles at Bank of America and has varied experience including logistics and hospitality sectors. Outside of advising, he provides sporadic bartending services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing both model-based and discretionary strategies for a range of individual and institutional clients.