Robert Devries is a financial advisor at Savant Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Firstwave Financial Inc (formerly CPA Wealth Management Services) for 11 years before joining Savant in 2024. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust affiliates.

Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved universes.

Patrick Culhane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its predecessor entities since 2013, including roles at Truist Investment Services, Bb&T, and SunTrust. Outside of his advisory work, Culhane is involved in managing two LLCs that resell unused event tickets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools, with a focus on integration across affiliated entities.

Richard Frontera is a financial advisor with Equity Services, Inc. in Melbourne, FL, holding a Chartered Financial Consultant (ChFC®) designation and Series 63 license. He has 48 years of industry experience and has been with Equity Services and National Life Group since 1991. Outside of his advisory role, he is an insurance sales agent and supervises agents selling life, disability, health insurance, and annuities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term investment strategies.

Matthew Johansen is a financial advisor with TIAA-CREF in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he performs as a lead singer and guitarist in a 1980's tribute band active in Central Florida. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lauren Lawler is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc., where she has worked since 2014. She serves as a Director at Large for the Brevard County Estate Planning Council in Melbourne, FL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Thomas Leone is a Series 66 licensed financial advisor with Merrill, based in Palm Bay, Florida, and has six years of industry experience. His prior work includes roles at Bank of America, Axiom Bank, and Dean Foods. Merrill, along 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and incorporates an overlay manager and custody support for trade execution and account custody.

John Malatino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Outside of advising, he owns and leases commercial office space through Vidina Properties, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research resources.

Patrycja Skierski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios delivered to intermediary platforms.

Janece Callahan is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Marcel Pope is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2003, bringing 29 years of industry experience. His career includes a focus on non-variable insurance and he is involved in educating clients about pre-need burial and cremation insurance and services. Additionally, he owns a business unrelated to investment advisory and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Sandra Gunthorpe is a financial advisor at Edward Jones in Melbourne, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Gorilla Rides LLC, LJC Properties LLC, and H & R Block. Outside of advising, she owns a booth at America's Antique Mall where she sells antique and vintage household items. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Paul Ewing is a financial advisor with Ameriprise, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent eight years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michell Warren is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Warren previously worked at SunRADON and A. Duda & Sons before returning to LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services supported by in-house and third-party research and model portfolios.

David Cohen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is involved with Stone Financial LLC, a company that provides loans to individuals with poor credit. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Michael Rowland is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously spent nine years with UBS Financial Services Inc. in Melbourne, FL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Alexander Ducharme is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held positions at Raymond James since 2018 and previously worked at T. Rowe Price from 2015 to 2018. He holds Series 63 and Series 66 registrations. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Kinnear is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. He owns Kinnear Wealth Management LLC, a separate financial practice based in Indialantic, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations for clients.

Timothy Hester is a financial advisor with Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.