Stephanie O'Donnell is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2013. Prior to and concurrently with Merrill, she has been associated with Bank of America, N.A. since 2022. Outside of her advisory role, she serves as a general partner in a family LLC related to real estate, with minimal involvement. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Stephen Mattoon is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Equitable Advisors and Axa Advisors since 2017, as well as Davinci Financial from 2015 to 2017. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and delivers advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Joanna Lemire is a financial advisor with Edward Jones in Ormond Beach, FL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously operated JL Financial Solutions, LLC for 25 years. Outside of financial advising, she assists established clients with computer software updates through a small business in Daytona Beach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Hannah Van Newkirk is a CFP® and holds a Series 66 license, with three years of industry experience. She currently works at Stifel Nicolaus & Company Inc., where she has been employed since 2022. Prior to this, she held positions in financial accounting and tax, as well as roles in the food supply industry. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

Kara Miller is a Series 66-licensed financial advisor with Edward Jones in South Daytona, FL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Walter is a financial advisor with Equitable Advisors in Daytona Beach, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Cetera Investment Advisers, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Peter Bazanos is a CFP® with 35 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving as a financial advisor at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a focus on assets held in Ameriprise-managed accounts.

Cindy Abramovic is a financial advisor at Ameriprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Abramovic is involved in a commercial real estate ownership venture outside of her advisory role. Ameriprise Financial Services is a large diversified firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.

Constanze Schafstall is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2022, and has previous experience at Merrill and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 Series 66-registered financial advisor with Ameriprise in Daytona Beach, FL, with seven years of industry experience. She previously worked at Morgan Stanley and New York Life. Michaela serves on the Board of Directors for the Rotaract Club of DeLand and is a member of the finance committee for the Junior Service League of DeLand, a nonprofit organization focused on community improvement through volunteerism and fundraising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides ongoing, tax-aware retirement income planning advice supported by proprietary research and a centralized service team.

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 at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Mcafee is currently based in Ormond Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

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, FL, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including five years at Space Coast Credit Union and over 12 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Bennett Durkin is a financial advisor at Merrill holding a Series 66 credential with less than one year of industry experience. His prior roles include positions at Bank of America, Matouk, and Commonwealth Care Alliance, as well as work in educational and hospitality settings. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

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.