Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Layman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with various Raymond James entities since 2005. Outside of his advisory role, Layman owns multiple businesses, including Agility Wealth Management and BLWM LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through an affiliated municipal advisor.

Laura Burgos is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2017, as well as at Regions Bank and Investors Bank earlier in her career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Dean Howard is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 with a focus on tailored financial planning and utilizes structured planning tools and modeling techniques to support client goals.

Matthew Zuber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2017, following prior roles at PNC Investments and PNC Bank. 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 model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Debra Stephens is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 designations and bringing 35 years of industry experience. She has been with Raymond James & Associates since 1991. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Sebastian is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked continuously with J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative screens and qualitative research, with recommendations focused on eligible strategies that may include an ESG framework.

David Petracca is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Primerica Advisors. He serves on the board of directors for United Way in Daytona Beach, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Frank Diego is a financial advisor with Raymond James & Associates in Daytona Beach, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Raymond James & Associates for 20 years. Outside of his advisory role, he is the proprietor of a research and print business focused on ancestry books. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Michael Evans is a CFP®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.

Kyle Jensen is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing software, and supports a range of programs including Unified Managed Accounts and third-party money manager options.

Catherine Root is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her background includes time as a stay-at-home parent and involvement with the Daytona Beach Racing and Car Club. Root also operates a consulting business and maintains an active law license. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

David Carson is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement planning advice.

Jeffrey Morenz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he is a Notary Public in the State of Iowa. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Louis Colombo is a financial advisor with Edward Jones in Daytona Beach, FL, holding CFP® and Series 66 credentials and bringing six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Stetson University and Bethune-Cookman University, where he also serves as a professor and adjunct professor teaching philosophy courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors and more than 15,000 branches.

Julian Lopez Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in coordinating financial affairs for families, retirees, business owners, and non-profit organizations. He has been active in the financial services industry since 1998, providing services that include discretionary portfolio management, estate planning, and asset management tailored to his clients' goals. Julian holds a Bachelor's Degree from Clemson University and possesses multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in both Spanish and English and maintains several FINRA registrations (Series 7, 31, 63, and 65). He is involved in various community organizations such as the Council on Aging of Volusia County Board and has served as a past board member and president in groups including the Ormond Beach Chamber of Commerce, Ormond Beach Rotary Club, and the Salvation Army of Daytona Beach. In his free time, Julian enjoys activities such as golfing, fishing, hunting, and watching Clemson Tigers football.

Matthew Gillikin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2010. Matthew focuses on developing strategies for high-net worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, and retirement income. Matthew holds a Bachelor's Degree from Flagler College and is a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement, actively volunteering with organizations such as the Futures Foundation for Volusia County Schools, Little League Baseball, and Our Lady of Hope. Outside of his professional role, Matthew enjoys baseball, boating, cooking, football, golfing, reading, swimming, traveling, and spending time with his family.

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL. She holds a Series 66 designation and has 14 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2020. 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, third-party asset management, and institutional platforms.

Galin Crist is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. His prior experience includes roles at Raymond James Financial Services and Wynn Financial Group. Outside of his advisory work, he serves as President on the Board of Directors of a nonprofit organization. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise since 2013, working through its related entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.