Brian Cobb is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with 14 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 wide range of advisory programs and investment options supported by a network of more than 23,000 financial advisors and over 15,000 branch offices.

Michaela Pryor is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and New York Life. Outside of her advisory role, Michaela serves on the Board of Directors for the Rotaract Club of DeLand and participates on the finance committee of the Junior Service League of DeLand, a nonprofit organization focused on community improvement and volunteerism. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning advice, leveraging proprietary research, algorithmic tools, and a collaborative approach between a centralized service team and the client’s financial advisor.

Laurianne Oliveira is a Financial Solutions Advisor at Merrill Lynch Wealth Management. She specializes in helping clients identify their financial priorities and develop strategies to pursue their financial goals. Laurianne holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned her bachelor's degree from UNINASSAU. Her approach focuses on uncovering what matters most to clients and their families to tailor financial planning accordingly.

Kenneth Mcafee is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, using structured financial planning processes and firm-supported analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial plans and institutional investment products.

Jerri Murray is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2009. Murray holds a Series 63 designation and serves as a trustee for a family trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kris Stockhammer is a financial advisor with LPL Financial in Ormond Beach, Florida, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at several firms, including Space Coast Credit Union, PNC Wealth Management, Stifel, and Merrill. He has been with LPL Financial since 2014. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tonya Lankford is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Stuart Sixma is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He is involved in a family real estate investment business outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lori Zorn is a CFP® and ChFC® with 27 years of experience in the financial industry. She has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Dina Maru is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory roles, she is a partner in a land surveying business where she manages accounting operations. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options in a wrap-fee structure. The firm curates third-party asset managers, using an independent due-diligence process and delegates trading to BNY Mellon Advisors.

Alex Abbenante is a financial advisor with Equitable Advisors in Port Orange, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015, including time at its predecessor AxA Advisors. Outside of financial advising, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver advisory services across various investment products, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Linda Lampman is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. She is the sole owner of Linda Lampman LLC, an investment-related business with minimal monthly involvement. 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 covering various specialized services and develops tailored recommendations using proprietary research and tools, with client implementation optional and typically on a discrete engagement basis.

David Bashaw is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 39 years and has been involved with Heritage Retirement Planning since 2000, where he serves as president. Outside of advisory work, he is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large institutional firm offering comprehensive portfolio management and financial planning services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides advisors access to affiliated and unaffiliated managers and various program structures across discretionary and non-discretionary authorities.

Jesse Turnipseed is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since joining the firm in 2020. He has been in the financial services industry since 2000, focusing on helping individuals, families, and business owners develop investment and retirement planning strategies tailored to their short- and long-term financial goals. Jesse begins each client relationship by understanding their family, financial situation, priorities, and aspirations. He then creates customized and flexible wealth management plans that adapt to changing needs and market conditions. To support his clients' objectives, he collaborates with specialists from Merrill Lynch and Bank of America, including estate, lending, insurance, and retirement planners, and works alongside clients' other advisors when appropriate. He holds a bachelor's degree in Business Administration from the University of Central Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jesse is involved in his community through organizations such as the Port Orange Youth Football and Cheer Association and the Volusia County Thanksgiving Basket Brigade. He is also a member of the Daytona Beach Quarterback Club and the UCF Alumni Association.

Darlene Porter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. She is currently based in Daytona Beach, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Christine Capps is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of her role at Wells Fargo Advisors, she holds ownership interests in integrative wealth management and related investment businesses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Eric Nompleggi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he spent 12 years with Edward Jones. He serves on the board of directors for Young Life Metro and is chairman of the board for West Volusia FCA, both nonprofit organizations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, offering personalized recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic and research-driven approaches to deliver tailored advice, primarily for clients with substantial investable assets.

Shane Larson is a financial advisor with MassMutual Investors Services in Daytona Beach, FL, holding the CFP® and ChFC® designations with 19 years of industry experience. He has worked with MassMutual and its affiliates since 2007. Larson is also involved as a partner in Financial Legacy Advisors LLC and the Florida Financial Group/Side by Side Insurance Agency, focusing on insurance services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management programs, emphasizing collaborative, annual planning engagements tailored to client goals.

Joey Hatzfeld is a CFP® certificant with 34 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial, American Portfolios Financial Services, and Guardian Life Insurance Company. He serves as a board member of the Ferro Foundation, a nonprofit organization, and is a committee member of the Halifax Landing HOA in Daytona, FL. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Joseph Depasqua is a financial advisor with Stifel in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he has a side activity in casting for movies through Frontrunner Casting. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.