Charles Merz is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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, institutions, and charitable organizations.

Alexis Lenssen is a financial advisor with Ameriprise in De Land, Florida, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Ameriprise since 2020 and previously spent 13 years with Raymond James & Associates. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Erwin Sprunk is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles beginning in 2025, he worked for Northrop Grumman for 12 years and was retired from 2021 to 2025. Outside of advisory work, Sprunk is a sales associate with Homes of America and serves on the Credit Risk Oversight Committee of NASA Federal Credit Union, where he provides oversight based on his engineering and risk management background. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with access to various investment strategies and custodial arrangements.

Colleen Sparrow is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Merrill and Banc of America Investment Services, Inc. Outside of her advisory role, she books travel for individuals through MAGIC CARPET DESTINATIONS, LLC. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging extensive research and a broad range of brokerage and advisory solutions.

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2010. Outside of his advisory role, Llewellyn serves as a board member of a non-public entity, Matthews Gift, and has ownership interests in wealth management and commercial office leasing businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Gage Kasbeer is a financial advisor with Merrill in Daytona Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, he worked at Raymond James Financial Services and Fleishel Financial Associates. He also has work experience at Stetson University and Publix. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

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.”