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 financial advisor with J.P. Morgan Securities based in New Smyrna Beach, FL. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and incorporating systematic quantitative and qualitative analysis.

Bryan Tudeen is a Series 66 licensed financial advisor with 11 years of industry experience. He joined Cambridge Investment Research Advisors in 2025 after a decade at Edward Jones. Bryan serves on several nonprofit boards, including the Southeast Volusia Kiwanis, the Angler's Yacht Club Scholarship Trust, and the AdventHealth New Smyrna Beach Foundation, where he holds the position of treasurer. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, custodians, and third-party advisers.

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 financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and New York Life. Outside of her advisory role, Michaela serves on the Board of Directors for the Rotaract Club of DeLand and participates on the finance committee of the Junior Service League of DeLand, a nonprofit organization focused on community improvement and volunteerism. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning advice, leveraging proprietary research, algorithmic tools, and a collaborative approach between a centralized service team and the client’s financial advisor.

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 with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, using structured financial planning processes and firm-supported analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial plans and institutional investment products.

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.

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.

Stuart Sixma is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He is involved in a family real estate investment business outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lori Zorn is a CFP® and ChFC® with 27 years of experience in the financial industry. She has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Devon Bennion is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2017, with additional experience in the music industry, including operating Devon Bennion Music Services as a piano tuner, private music lesson instructor, and performer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a nationwide network of financial advisors and branch offices.

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.

Alex Abbenante is a financial advisor with Equitable Advisors in Port Orange, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015, including time at its predecessor AxA Advisors. Outside of financial advising, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver advisory services across various investment products, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Linda Lampman is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. She is the sole owner of Linda Lampman LLC, an investment-related business with minimal monthly involvement. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized services and develops tailored recommendations using proprietary research and tools, with client implementation optional and typically on a discrete engagement basis.

Justin Mc Culloch is a financial advisor with Edward Jones in Edgewater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles related to music, including as a full orchestra musician with the Sarasota Orchestra since 2006. Outside of advisory work, he continues to perform as a musician and is involved in community fundraising efforts connected to promoting and distributing new tennis shoes to children in Muscatine, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 financial advisors nationwide and operates under a fiduciary standard.

David Bashaw is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 39 years and has been involved with Heritage Retirement Planning since 2000, where he serves as president. Outside of advisory work, he is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large institutional firm offering comprehensive portfolio management and financial planning services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides advisors access to affiliated and unaffiliated managers and various program structures across discretionary and non-discretionary authorities.

Jesse Turnipseed is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since joining the firm in 2020. He has been in the financial services industry since 2000, focusing on helping individuals, families, and business owners develop investment and retirement planning strategies tailored to their short- and long-term financial goals. Jesse begins each client relationship by understanding their family, financial situation, priorities, and aspirations. He then creates customized and flexible wealth management plans that adapt to changing needs and market conditions. To support his clients' objectives, he collaborates with specialists from Merrill Lynch and Bank of America, including estate, lending, insurance, and retirement planners, and works alongside clients' other advisors when appropriate. He holds a bachelor's degree in Business Administration from the University of Central Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jesse is involved in his community through organizations such as the Port Orange Youth Football and Cheer Association and the Volusia County Thanksgiving Basket Brigade. He is also a member of the Daytona Beach Quarterback Club and the UCF Alumni Association.

Darlene Porter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. She is currently based in Daytona Beach, FL. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Christine Capps is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of her role at Wells Fargo Advisors, she holds ownership interests in integrative wealth management and related investment businesses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs planning.