Elizabeth Tomblin is a Series 66-credentialed financial advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Raymond James starting in 2023, as well as positions in digital media and education. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Francis Cerovac is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Michelle Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Mark Leighton is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at various Morgan Stanley entities since 2006 and previously at Citigroup Global Markets from 2004 to 2006. Outside of his advisory role, he is a silent partner in a small business venture with his brother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved planning tools and models.

David Remey is a CFP®-certified advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is involved in several family and residential real estate ventures in the Ormond Beach, Florida area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling. The firm provides fee-based financial planning and collaborates with affiliated trust companies and banks to offer a range of financial solutions.

Dean Cobb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in insurance and retail sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kelly Delisa is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2010. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Manuel Chavez is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors, Cambridge Investment Research, Morgan Stanley, and Edward Jones. He has maintained involvement with Clarity Financial Wealth Management since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooks Tomblin Sr. is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he owns Tomblinholdings LLC, a business involved in short-term rental properties. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on multiple portfolio management styles and affiliated research.

Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

Cameron Roney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Pilot Financial. He has also held roles at various golf and ski clubs as well as educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.

James Tully is a CFP® professional with 26 years of experience in the financial services industry. He has worked with firms including J.P. Morgan Securities, Schwab Private Client Investment Advisory, and Wells Fargo Clearing. Outside of his advisory role, he has invested in a social media company related to internet influencer marketing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Peter Jansen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Shawn Walton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Margaret Tableriou is a financial advisor with Wells Fargo Clearing in Daytona Beach, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Stifel, Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.