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 bringing 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities for tax and investment purposes, including Pilot Financial Distributors and PRD Venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Outside of his advisory work, he owns and manages Harman Homes, a home building and remodeling business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies.

Brianna Mengel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at E*TRADE Securities and Morgan Stanley. Her background also includes roles outside of finance, such as at Glennwild Golf Course and Vail Resorts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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®-certified financial advisor with 32 years of industry experience. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2002. Webb is also involved in life and health insurance sales through his role at Bach Investments Plus, LLC, where he manages operations and supervises support staff. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

John Walker II is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed and various insurance carriers. He is also involved with Proverbs 10:5 and serves in roles connected to Henry Baptist Church and the Peach State Quartet. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

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 Series 66-licensed financial advisor with Morgan Stanley in Ormond Beach, FL, and has 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for over a decade. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His career includes previous roles at Wells Fargo Clearing and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Donald Murtaugh is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Advisors, LPL Financial, and Cowan Financial Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, with an option to combine planning and managed-account services through its WealthPlan program.

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 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.