Nelli Gruber is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including a concurrent role at Bank of America, N.A. since 2022. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Klinck is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Capital City Bank, LPL Financial, and other firms prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kaylie Manecke is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2022. Prior to her advisory role, she attended Florida State University and worked at Publix. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon Barnwell is a Senior Financial Advisor with Merrill Lynch Wealth Management in Daytona Beach. She currently holds the Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), and Certified Plan Fiduciary Advisor® (CPFA) designations. Shannon has been in the financial industry for 27 years and focuses on developing personalized wealth management strategies tailored to individual client goals. Her approach emphasizes understanding clients’ financial positions in detail, implementing customized investment programs, and maintaining ongoing communication to adapt to changing circumstances. Shannon’s expertise covers a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients’ other professional advisors, such as attorneys and accountants, to address estate and wealth transfer planning as well as tax minimization strategies. Her educational background includes a High School Diploma from Mainland High School, an Associate's Degree from Daytona State College, and attendance at the University of Central Florida without degree conferment. Outside of her professional role, Shannon participates in community volunteering activities and enjoys personal interests such as adventure sports, biking, boating, hiking, reading, running, traveling, and spending time with her family.

H Garvin Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has been with UBS since 1979. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

Marc Nilsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Citigroup Global Markets since 2006 and has been with Morgan Stanley Smith Barney since 2009, joining Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Caren Cardin is a financial advisor with Ameriprise in Daytona Beach, FL, holding a Series 66 designation and 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning through a centralized consulting team.

Tyler Chestney is a Series 66 licensed financial advisor with Edward Jones, based in New Smyrna Beach, FL. He has 10 years of industry experience, having worked at Edward Jones since 2015. 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, offering a wide range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Natalie Tran is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in the chiropractic field for seven years, including roles at Ormond Beach Chiropractic LLC and Gingras Chiropractic Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Strong is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley and its affiliated entities between 2007 and 2019. Outside of finance, he is involved in family farming, with ownership in Strong Family Farm established in 1890. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Charles Merz is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Alexis Lenssen is a financial advisor with Ameriprise in De Land, Florida, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Ameriprise since 2020 and previously spent 13 years with Raymond James & Associates. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Erwin Sprunk is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles beginning in 2025, he worked for Northrop Grumman for 12 years and was retired from 2021 to 2025. Outside of advisory work, Sprunk is a sales associate with Homes of America and serves on the Credit Risk Oversight Committee of NASA Federal Credit Union, where he provides oversight based on his engineering and risk management background. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with access to various investment strategies and custodial arrangements.

Colleen Sparrow is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is involved as a 1099 contractor booking travel for individuals through Magic Carpet Destinations, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge since 2010 and has owned independent advisory and wealth management businesses. Llewellyn is also a board member of a non-public entity involved in gifting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and proprietary model strategies while maintaining compliance and institutional features uncommon among peers.

Gage Kasbeer is a financial advisor with Merrill in Daytona Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, he worked at Raymond James Financial Services and Fleishel Financial Associates. He also has work experience at Stetson University and Publix. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Brian Wheeler is a financial advisor with Ameriprise in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Mcrobert is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds a Series 63 designation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and asset allocation guidance to support client decisions.

R Chris Roney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities for tax and investment purposes, including Pilot Financial Distributors and PRD Venture. 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, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Pedro Dash is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.