Marcus Herman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Nightwing Intelligence Solutions and held various roles in education and corporate sectors, including at Raytheon Technologies and multiple colleges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer 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.

Eusef Malik is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Truist Bank and SouthState Bank. Malik serves as a board member for Space Coast Habitat for Humanity, a nonprofit focused on building affordable homes with volunteer participation. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Hecker is a CFP® with 39 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and was previously with UBS Financial Services from 2005 to 2016. He serves on the finance committee of Calvary Chapel Fellowship of Melbourne. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Roub is a CFP®-designated financial advisor with Stifel, bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on youth development and education, including AMIkids Space Coast and Pietas Classical Christian School. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Colleen Mitchell is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Viera, FL. She has nine years of industry experience, including ten years with Edward Jones. Outside of her advisory role, she is a member of C4 Equity Group LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices.

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.

Ashley Cappola is a financial advisor with Edward Jones in Melbourne, FL, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Brevard Public Schools for five years and was self-employed for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Terry Tolbert is a financial advisor with LPL Financial based in Viera, FL, holding CFP® certification and Series 63 and 65 licenses. He has 40 years of industry experience, including seven years with LPL Financial and 14 years with Allen & Company of FL, Inc. Tolbert also serves as an insurance producer and agent with Allen & Company of Florida and Athene Annuity & Life Insurance Co. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Cecilia Ross is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following five years at SunTrust. Outside of her advisory role, Ross is a self-published author of a children’s book with illustrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Ciuro is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as Treasurer on the Executive Board of the Cocoa Beach Regional Chamber of Commerce. He is also the owner of a real estate business based in Melbourne, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a national network of financial advisors.

Dano Lo Presti is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and involvement with Divine Touch Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2014. Outside of her advisory work, she is co-owner of a family business, SBS Precision Sheetmetal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Mathew Mckelvey is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing tailored financial advice to private business owners, affluent families, and individuals. He focuses on a goals-based approach to create customized strategies designed to perpetuate wealth, support philanthropic desires, and pursue legacy goals. Mathew begins every client relationship by exploring what is most important in their lives to gain a thorough understanding of their resources, lifestyle, family, goals, and business, standing alongside clients to align recommendations with their real-world objectives. Mathew earned his Bachelor's degree from Keiser University and holds the Chartered Financial Consultant (ChFC) designation as well as a Personal Investment Advisor (PIA) accreditation. He moved to Brevard County from New York in 1993 and currently resides in Viera, Florida, with his wife, Jessica, and their four children. He is involved in the community as a member of the Rockledge Rotary Club and serves on the board of directors for organizations including Family Promise of Brevard. Outside of his professional responsibilities, Mathew enjoys spending time with his family, traveling, barbecuing with friends, and following college football. He is also involved with local groups such as Family Promise of Brevard, Rockledge High School, Rotary, and Viera Little League.

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.

Todd Starkey is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages rental properties through his sole ownership of Little Brook Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

John Melo is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 65 certifications and 22 years of industry experience. His prior roles include positions at Collaborative Wealth Management, LPL Financial, and Wells Fargo Advisors. Outside of his advisory work, he serves as a first officer pilot for Hera Flight. 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 retirement income recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies.

Anne Owens is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Wells Fargo Advisors in 2021. Outside of her advisory role, she serves as a trustee for a parents trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through meetings and summary letters.

Henry Delgado is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel since 2007 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Noah Endicott is a financial advisor with LPL Financial in Viera, FL, holding the Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Allen and Company of Florida, LLC for two years and has experience in educational roles at Southeastern University and Saint Cloud High School. 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, supported by research and a variety of investment strategies.