Brian Wheeler is a financial advisor with Ameriprise in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Mcrobert is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds a Series 63 designation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and asset allocation guidance to support client decisions.

R Chris Roney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes sixteen years at Lincoln Financial Securities Corporation and roles with Osaic FS, Inc. He is involved with several business entities not related to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering a range of advisory and brokerage services.

Pedro Dash is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

James Lane is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Brooks Rehabilitation, Duke University, and Stetson University. Outside of his advisory role, Lane serves as an ambassador for the Port Orange South Daytona Chamber of Commerce, welcoming new members and facilitating introductions at local events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Harman III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. In addition to his advisory work, Harman owns and manages Harman Homes, a home building and remodeling business. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Brianna Mengel is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior roles include positions at Morgan Stanley and E*TRADE Securities, LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with additional capabilities such as a trust company and securities-based lending.

Wren Jones is a CFP® and ChFC® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Deland, FL, Jones holds a Series 66 license. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Webb is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Royal Alliance Associates, Inc. since 2002 and previously at LPL Financial. In addition to his advisory work, he manages a limited liability company that provides infrastructure support for securities and advisory businesses and is licensed to sell life, health, disability, and long-term care insurance. He is affiliated with Osaic Wealth, a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm utilizes a model-based investment process with comprehensive portfolio management tools and offers access to alternative investments and third-party money managers.

John Walker II is a financial advisor with LPL Financial in Deland, FL, holding Series 63, 65, and 66 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 24 years. Outside of his advisory roles, he has been involved with Proverbs 10:5 since 2015 and serves at Henry Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Scott Carter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as president of the board of directors for the Kingston Tower Condominium Association in Daytona Beach Shores, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Catherine Reilly is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Signator Investors. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a broad range of investment services.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

Donald Murtaugh is a financial advisor with Thrivent Investment Management in Ormond Beach, FL, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Advisors, LPL Financial, and UBS Financial Services. Murtaugh was also associated with Cowan Financial Group as an investment-related activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning across various topics without managing implementation. The firm emphasizes goal-based analyses and allows clients to unify planning with managed accounts under a consolidated billing option called “WealthPlan.”

Stephanie O'Donnell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, currently also associated with Bank of America. Outside of her advisory role, she serves as a general partner in a family LLC related to real estate, with minimal involvement. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Mattoon is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Equitable Advisors from 2017 to 2024, as well as at Axa Advisors and Davinci Financial. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party programs, serving a broad client base that includes both non‑high-net-worth and high-net-worth clients.

Joanna Lemire is a Series 66-registered financial advisor with Edward Jones in Ormond Beach, Florida. She has nine years of industry experience and has been with Edward Jones since 2016. In addition to her advisory role, she provides software assistance to established clients through a separate business activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial 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, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.