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.

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.

Lindsey Hamilton is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of offerings, including cash-flow, retirement, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation.

Lucas Haber is Senior Resident Director at Merrill, where he co-leads a team of financial professionals dedicated to delivering comprehensive wealth management services. He joined Merrill shortly after earning his Bachelor of Science degree in Finance from Florida Atlantic University in 1998, beginning his career as a planning specialist focused on financial strategies for high net worth individuals, corporate executives, entertainers, and professional athletes. In 2000, he co-founded the Haber & Associates Wealth Advisory Group and assumed the Resident Director role in 2009. Lucas holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. His disciplined, goals-based wealth management approach emphasizes risk and liquidity management, portfolio monetization, and personalized investment strategies. His client base includes individuals, senior executives, business owners, corporate pension plans, non-profits, endowments, trusts, and estates, often with net worth exceeding $1 million. He leverages a broad team of specialists from Merrill and Bank of America to support a client-centric experience grounded in frequent communication and structured reviews. Residing in Daytona Beach, Lucas serves as a Trustee of the Boys & Girls Club of Volusia-Flagler Counties and supports various local and national charities. His personal interests include baseball, golf, and spending time with his family.

Paul Weber is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Before joining Osaic in 2024, he worked at Securities America Advisors and Securities America, Inc. from 2017 to 2024, and has operated Weber Financial LLC since 2015, where he is involved in life insurance sales. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and risk management tools.

Daniel Tran is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robin Riddle is a financial advisor at Stifel with five years of industry experience. He has held positions at Stifel Nicholas since 2019 and previously worked at Bank of America from 2010 to 2019. Riddle is also a commissioned notary. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Ethan Vineyard Martino is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 and Series 63 licenses. Before joining LPL Financial, he worked at Handlin Wealth Management and previously held positions outside the financial sector, including at Publix and Rachael Kasie Designs LLC. 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 range of investment solutions including financial planning, wrap and model portfolios, third-party asset management, and participant-level retirement advice, supported by various advisor-facing tools and a large network of over 22,000 advisors.

Benjamin Hartwick is a financial advisor with Edward Jones in Ormond Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at Equitable Advisors and AXA Advisors, among other firms, and has experience in both financial services and educational roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.