Kendra Carano is a financial advisor at Success Wealth Management LLC with six years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Hazard & Siegel Inc and New York Life Insurance Co. Outside of her advisory role, she operates as an independent insurance agent through Charter Financial Group and is involved with Carano Financial Group LLC, which offers Medicare insurance and fixed insurance products. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across about 814 client relationships and uses Modern Portfolio Theory to guide asset allocation, with a range of investment options tailored to client risk profiles.

John Crooks III is a financial advisor with Signature Equity Partners, LLC and holds a Series 66 designation. He has one year of industry experience and has held roles at OSAIC and Banyan Hill Publishing. Outside of advising, he has been involved with the Fellsmere Historical Church for four years. Signature Equity Partners, LLC is an SEC-registered firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting through a network of independent advisory affiliates, utilizing model solutions and discretionary or non-discretionary services.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including Alphastar Capital Management, LLC, Planners Alliance LLC, and Advisory Alpha, LLC. Roberts is also a licensed insurance agent and serves as a regional manager involved in life, health, and annuity insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and offers discretionary and non-discretionary advice through a large network of affiliated advisors.

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Elizabeth Riley is a financial advisor with Lincoln Investment in Sebastian, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary and a board member of Walk the Walk Inc, a nonprofit organization focused on educational and charitable giving. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Gary Ryan is a financial advisor with Primerica Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, he serves as a personal representative for the estate of his deceased mother. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Douglas Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions in various companies including BlueTape, Safehaven Security, and Onapsis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ryan Mcdonough is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Steven Offill is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 23 years of industry experience. Prior to joining LPL Financial, he led Offill Financial Group for 36 years. He also provides tax preparation and accounting services as a separate business activity. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Shepherd is a financial advisor with Primerica Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and manages portfolio implementation through BNY Mellon Advisors.

Alison Bowes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and previously with Harmony Worldwide. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Ronald Baliton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2017 and concurrently works at Seacoast Bank, where he has served since 2011. He previously worked at INVEST Financial Corp from 2011 to 2017. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Alvin Miller is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 26 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 1999. Outside of advising, Miller is involved in sales of loan products, home security and automation referrals, and operates an investment-related business, MGE Miller and Associates, LLC, for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale, with thousands of advisors and offices, and employs model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Louis Capezza is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. Prior to that, he was associated with Invest Financial Corp from 2014 to 2017 and has been involved with Seacoast National Bank since 2014. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with a variety of management and portfolio solutions supported by both internal and third-party research.

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.

Paul Reeves is a financial advisor with Edward Jones in Sebastian, FL, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with Edward Jones since 2005. 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 under management and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Garrett Kent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Edward Jones. Before entering the financial sector, he held various roles including six years at St Lucie Public Schools. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.