Stuart Sixma is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Sixma Family Real Estate LLC in Ponce Inlet, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and a wide range of investment solutions.

Lori Zorn is a financial advisor with Wells Fargo Advisors in Daytona Beach, FL, holding CFP® and ChFC® designations along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2013. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized areas. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

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 Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. Outside of his advisory role, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Linda Lampman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is the sole owner of Linda Lampman LLC, an investment-related business in Ormond Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically conducted on a discrete 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 in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning and consulting services, offering a range of portfolio management styles and municipal advisory capabilities.

Christine Capps is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role since 2023, she worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. She is also a 50% owner of Integrative Wealth Management, LLC, a financial practice based in Palm Coast, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

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®-certified financial advisor with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes positions at LPL Financial and American Portfolios Financial Services, as well as a long tenure with Guardian Life Insurance Company. He serves as a board member of the Ferro Foundation and is active in community affairs as a committee member for the Halifax Landing HOA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a variety of investment management and financial planning services through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years with Securities America Advisors and Securities America, Inc. He also operates Weber Financial LLC, which engages in life insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to deliver customized portfolio solutions.

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.

Carol Laxner is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Merrill and Bank of America since 2015. Outside of her advisory role, Laxner serves as a managing member of two residential real estate acquisition companies and is involved as a committee director and youth basketball league director at St. Barnabas Episcopal School in Deland, FL. 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 individuals, high-net-worth clients, and institutions.

Ethan Vineyard Martino is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Financial and Handlin Wealth Management in 2025, he worked at Publix for five years and had a brief entrepreneurial role at Rachael Kasie Designs LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a wide range of advisory programs and financial services supported by a broad network of investment adviser representatives.

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.