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Orlando J
Series 66
Palm Coast, FL
Johnson Wealth Management, LLC
Orlando Johnson is a financial advisor at Johnson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and Edward Jones. Johnson is the founder and Senior Advisor of the Prosperity Seekers Investment Club of Palm Coast, a role he has held since 2004 in a volunteer capacity. Johnson Wealth Management serves individual investors, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that includes both discretionary and non-discretionary arrangements, with ongoing monitoring and rebalancing based on client objectives and risk tolerance.
Maggie P
Series 66
Pomona Park, FL
Ameritas Advisory Services, LLC
Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at E*TRADE Capital Management LLC, LPL Financial, Capital City Bank, SigFig Wealth Management LLC, and The Vanguard Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.
Harold L
Series 63, Series 66
Crescent City, FL
Empower Advisory Group
Harold Lewis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Citigroup and Fidelity Brokerage Services. Outside of finance, he is involved in livestreaming, where he discusses true crime and paranormal phenomena. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering integrated financial planning and investment management through a platform connected to Empower’s recordkeeping and administrative services.
Nicholas G
Series 63, Series 65
Bunnell, FL
Capital Analysts
Nicholas Greer is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. In addition to his advisory role, he is also involved in life insurance and fixed annuity sales. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom portfolios, model portfolios, and retirement plan advice.
Brett E
Series 63, Series 66
Palm Coast, FL
Centaurus Financial, Inc.
Brett Ewing is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Centaurus Financial since 2007 and has been involved with the Tallahassee Lions Club since 2002. Outside of his advisory role, he manages a local community research project that creates an economic index to gauge business activity in Tallahassee and educates clients on deferred sales trust strategies. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm utilizes a combination of fundamental and technical analysis and offers various managed account programs.
Thomas M
Series 63, Series 65, Series 66
Palm Coast, FL
OSAIC
Thomas Muller is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 11 years before joining OSAIC. Outside of his advisory role, he is involved in insurance sales, including Medicare insurance for seniors. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs and utilizes a technology-driven investment process that includes portfolio optimization and access to multiple custodial platforms.
Delroy P
Series 66
Palm Coast, FL
Merrill
Delroy Pearson is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL. He has been with Merrill since 2016 and previously worked at Premier Care Inc. for eight years. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers a range of managed account programs, discretionary portfolio management, and brokerage services, supported by extensive manager selection and tax-efficient implementation capabilities.
Ken M
Series 63, Series 66
Palm Coast, FL
Cetera
Ken Mazzie is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Avantax Insurance Agency and Avantax Advisory Services. Outside of advisory work, he is a CPA providing tax preparation and accounting services and serves as a trustee managing family trusts. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios.
Adam B
ChFC®, Series 66
Crescent City, FL
Cetera
Adam Bornstein is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Cetera and founding Bornstein Financial in 2026. Outside of his advisory role, Bornstein owns a youth soccer nonprofit, Crescent City United, LLC. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a network of more than 6,800 advisors.
Steven V
Series 66
Palm Coast, FL
Edward Jones
Steven Vasseur is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.
Tracey M
Series 66
Palm Coast, FL
Merrill
Tracey Mix is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and emphasizes tax-focused capabilities, supported by its integration with Bank of America affiliates and a comprehensive capital-markets platform.
Marcos A
Series 63, Series 65
Bunnell, FL
OSAIC
Marcos Acevedo Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He is also president of ACE Financial Advisors Inc., an S corporation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of advisors and employs an investment process that incorporates risk-tolerance assessments, asset-allocation planning, and portfolio optimization.
John S
Series 66
Palm Coast, FL
Edward Jones
John Skripko Jr. is a financial advisor at Edward Jones in Palm Coast, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
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