John Debczak is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was with Wells Fargo Advisors LLC from 2011 to 2023. Outside of his advisory work, he owns Debczak Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.

Robert Lattig is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 15 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Heather Goodin is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with six years at the firm and a total of four years in the industry. Her prior experience includes roles at TD Ameritrade and TD Bank. 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 financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored client recommendations.

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 credentials and bringing 33 years of industry experience. She previously worked at Cetera Advisors LLC and has been involved with Diversified Capital Solutions Inc for over 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 a 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 has operated Mooney Financial Services for 25 years. His background also includes over five decades as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities and oversight of more than $819 billion in discretionary assets.

Amber Shear is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2014, following prior roles at Wamu Investments, Inc. and Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

J. Michael Mullen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 37 years of industry experience. He worked at Merrill for 20 years before joining LPL Financial in 2009. Outside of his advisory role, he rents rooms in his home through Airbnb. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial activities.

Brian Kent is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 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 also serves as a board member for Faith Viera Lutheran Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

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 with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at several firms including Edward Jones, Merrill, Bank of America, and PNC Investments. Townsend currently operates out of Melbourne, 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 focused on dependable income and tax-aware withdrawal strategies.

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 at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad non-advisory financial services ecosystem.

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.