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.

Scott Cohen is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning more than a decade. Cohen holds partial ownership in Blue Wave Wealth Management, LLC, and full ownership of SAC Financial Services, LLC, both investment-related businesses based in Melbourne, FL. Wells Fargo Advisors Financial Network 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.

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.

Andres Alvarez is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at LPL Financial for nine years and Space Coast Credit Union for four years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients choosing whether and how to implement them.

Jeremy Lindquist is a financial advisor with Mass Mutual Investors Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory work, Lindquist is involved in several business ventures, including managing a consulting firm, owning a bookkeeping and accounting service, and operating a charter boat service. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Matthew Dopira is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. He is based in Palm Bay, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Szczybor is a financial advisor with Edward Jones in Satellite Beach, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at T. Rowe Price and Amazon. Outside of finance, he assists his wife by managing annual report filings for her medical business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, proprietary funds, and tax-efficient services under a fiduciary standard.

Eric Beerensson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

April Norris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked in medical spa and real estate-related roles. She is also vice president of a women's investment group affiliated with Better Investing. 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 large national network of advisors and branch offices.

Rodney Van Buren is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior experience includes 15 years at Valic Financial Advisors and one year at Agia. Outside of his advisory role, he is involved with Van Buren Tax Services LLC, providing tax preparation and accounting services. 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, retirement plan consulting, and brokerage services, with investment management supported by research and model portfolios from multiple sources.

Robert Godfrey is a financial advisor at Edward Jones in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including owning Big Tree Little Tree, LLC, a bonsai sales business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Rafael Molina is a CFP® professional with 22 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years with UnionBanc Investment Services LLC. He is based in Melbourne Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.