Jake Sutherlin IV is a financial advisor with Edward Jones in Indialantic, FL, holding a Series 66 designation and 22 years of industry experience. He worked at Raymond James Financial Services, Inc. from 2003 to 2025 before joining Edward Jones in 2025. Outside of his advisory role, he owns a property through St. Clair Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nicole Wilbert is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She previously worked at Corebridge Financial and Van Buren Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Timothy Manko is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Sterling National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of independent advisors.

Daniel Holohan is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Di Bella is a financial professional with 37 years of industry experience, currently affiliated with Cetera since 2023. He holds Series 63 and Series 66 credentials and has previously worked with firms including Securian Financial Services and Massachusetts Mutual Life Insurance Company. Di Bella serves as a board member of the Home Builders Contractors Association in Melbourne, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and provides access to various program structures and custodial relationships.

Jason Prestwood is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Gear is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he is involved in wealth management through a partnership in Gear and Buchanan Wealth Management. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Lindsay Wilson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory work, Wilson serves as a subcommittee member for ZT Prospects Baseball Inc., a nonprofit organization, where he acts as a team parent for his son’s travel baseball team. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Carolyn Shott is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 11 years. In addition to her advisory role, she is president and owner of Carolyn J. Shott, CPA, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Chester Williams is a financial advisor with Fidelity in Palm Bay, FL, holding a Series 66 credential and six years of industry experience. His prior work includes a long tenure at Merrill from 2009 to 2022, followed by roles at Fidelity Investments and brief positions at The Home Depot and Autozone. Outside of finance, he is involved in household maintenance through a self-employment partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Brent Peoples is a financial advisor with Raymond James & Associates in Melbourne, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, Peoples serves as a director on the Melbourne Airport Authority board. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Steele is a financial advisor with Charles Schwab in West Melbourne, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at TD Ameritrade and Verizon Wireless. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

William Eastwood is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at firms including Avantax and UBS Financial Services. Eastwood also serves as secretary for a local condominium association, where he participates in community governance and financial oversight. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Brenda Abramski is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Truist Advisory Services and Truist Bank for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Lee is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in property management and cost-sharing businesses through ownership of B3T Properties, LLC and RRL, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by its affiliated entities.

Thomas Capuano is a financial advisor with Merrill in Indialantic, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. 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 investment strategies supported by internal and third-party managers for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Jeremy Winig is a financial advisor with Morgan Stanley in West Melbourne, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Charles Schwab, Voya Retirement Advisors, and Voya Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and modeling techniques.

Melissa Flammio Clark is a CFP®-credentialed financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she owns Dragonfly Wealth Management LLC, a fee-only practice based in Melbourne, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning options and integrates advisory services with other financial products through a network of financial advisors.

James Batch is a CFP®-credentialed financial advisor at Raymond James Financial with four years of industry experience. He has worked exclusively with Raymond James Financial Services since 2020, and prior to that held roles at Morgan Stanley and Harvard University. He is involved in client-facing activities through his role as an independent contractor with Batch Private Wealth Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Kathleen Willason is a Series 66-licensed financial advisor at Edward Jones in Melbourne, FL, with 10 years of industry experience, all of which have been at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.