Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Robert Meissner III is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2021. Prior to that, he was with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. He is also a partner in Globaltron Holdings, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.

Michael Gilliss is a financial advisor with GWN Securities Inc. in Titusville, FL, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His career includes prior roles at Ameritas Investment Corp, CCF Investments, Inc., and Capital Choice Financial Services. He has also been associated with his own firm, Gilliss Financial, Inc., since 2018. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a combination of discretionary portfolio management, model portfolios, and sub-adviser selection, incorporating both technology platforms and tactical strategies such as market-timing and momentum-based approaches.

Alexander West is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously with TruStage Credit Union, Thrivent Financial, and MassMutual Life Insurance Company. West served in the U.S. Army from 2011 to 2017. 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 institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Guarino is a financial advisor at Ameriprise with 31 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns a business entity for managing his business expenses with limited liability. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing tax-aware planning focused on dependable income sources.

Foster Lytle III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is co-owner of The Storehouse Group, Inc. Ameriprise Financial Services is a diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and third-party data.

Roy Malphurs is a financial advisor at Edward Jones in Titusville, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed at Today Financial Group for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Kelly Hernandez is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at TD Bank from 2016 to 2019. Outside of financial advising, Kelly coaches freshman volleyball at Titusville High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Shirley Polidori is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus for 16 years. Outside of her advisory role, she is involved with Young Living essential oils as a member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Helsel is a financial advisor with J.P. Morgan Securities in Titusville, FL, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gerald Parent Sr. is a ChFC®-designated financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2013 to 2025. In addition to his advisory role, he operates Parent Financial Solutions ("The Faithful Agency"), an affiliated insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lindsey Hawthorne is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Stifel for a total of eight years and at Principal Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Noel Brewer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo. Brewer is based in Titusville, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Nicklas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked for Avantax Investment Services, Inc. for 27 years and maintains an accounting and bookkeeping practice, John M. Nicklas, CPA, PC, that he has operated since 1990. He also serves as a trustee for certain irrevocable life insurance trusts. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, operating a multi-manager platform with over $256 billion in assets under management.

Karl Youmans is a financial advisor with Ameriprise in Titusville, FL, holding a Series 66 credential and eight years of industry experience. His background includes five years at RSM US LLP/McGladrey LLP before joining Ameriprise in 2017. Outside of his advisory role, he owns and operates K P Youmans, LLC, which provides practice management services, and is involved in tax preparation and business management through other ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Annette Jensen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014, serving in multiple roles over that period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

James King is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CUNA Mutual Group, PNC Investments, Cetera Investment Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Casey Crouch is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sam Hnilicka is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Regions Bank and Unitas Financial, as well as work in food service, including pizza making for a Central Florida restaurant group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Hamid Sasaninejad is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at NEXT Financial Group for 17 years, as well as Kestra Investment Services and Equitable Advisors. Sasaninejad also operates HS Capital Management, LLC, which serves as a business entity for his LPL activities. 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, utilizing diverse investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Stanley Retz is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has held roles at Cetera and affiliated entities since 2004 and operates Retz Financial, Inc. Additionally, Retz has served on various nonprofit boards, including the YMCA of Central Florida and local medical and economic development organizations, and has involvement in automotive retail and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms, with a focus on both discretionary and non-discretionary account management.

Richard Lalor is a financial advisor with Primerica Advisors in Titusville, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.