Leah Backus is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked with LPL Financial since 2020 and previously served at Centerstate Financial Services from 2012 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Evan Shear is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been associated with Raymond James since 2003 and leads CrossleyShear Wealth Management, a planning practice focused on serving clients in the Heathrow, FL area. Shear is also the owner of CSSports, a DBA designed to market services to athletes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to align investment strategies with client goals.

Erick Montealegre is a Financial Advisor with Merrill Lynch Wealth Management. He has more than 14 years of experience in the financial services industry, assisting individuals, families, business owners, and executives with personalized planning and investment strategies. Erick's approach focuses on understanding each client's unique goals and circumstances to provide tailored guidance that adapts to their changing needs. He specializes in areas including family wealth management strategies, defined benefit and defined contribution plan services, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Erick holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma/GED from Miami Dade Community College. Fluent in Spanish and English, Erick also engages in personal interests such as billiards, bowling, cooking, fishing, football, golfing, photography, surfing, tennis, and spending time with his family. His philosophy emphasizes uncovering what matters to clients and their families to create strategies aimed at pursuing their financial goals.

Tiffany Mead is a financial advisor with Edward Jones in New Smyrna Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes four years at CAE Healthcare before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

John Delavan is a Series 66-registered financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and is based in New Smyrna Beach, FL. Outside of his advisory role, he serves as a musician at the First Baptist Church in New Smyrna Beach and is secretary of the NSB Maker's Space organization. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services through a large nationwide network of financial advisors and branch offices.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Richard Snipes is a financial advisor with Raymond James & Associates in Sanford, FL, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Raymond James & Associates for 24 years. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Erika Texter is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at Fsc Securities for five years and spent ten years in full-time education before entering the financial industry. In addition to her advisory role, she has experience as an advisor assistant at Evans Advisory Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing firm-provided asset-allocation tools and third-party solutions.

Lori Endicott is a financial advisor with Raymond James & Associates in Deland, FL, holding CFP®, Series 63, and Series 65 designations and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. 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, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional services.

John Evers is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Anthony Gilotti is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Regions Bank. He serves as Treasurer and board member of The DeBary Foundation, a nonprofit focused on funding community projects in parks, arts, and conservation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Curt Busby is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 19 years and Raymond James for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

John Ethridge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Raymond James since 2004 and also works with Gunby & Company. Ethridge serves as a board member for the City of DeLand Employee Pension Fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance through a unique municipal advisor affiliation.

Hieu Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at the Bank of New York Mellon and Charles Schwab & Co., Inc. Outside of his financial advisory role, Nguyen serves as a Human Resources Specialist in the U.S. Army Reserves. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal and public finance as well as employer-sponsored retirement plans.

Lisa Ogram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in DeLand, Florida. She has been practicing in this role since 2008, providing clients with personalized wealth management strategies that consider their full financial picture and life priorities. Lisa collaborates with clients to develop flexible plans tailored to their individual goals and aspirations, and leverages investment insights from Merrill alongside banking and lending solutions from Bank of America. Her expertise includes goal setting, investment implementation, banking, asset and liability management for individuals, families, and businesses. Lisa holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Stetson University. Lisa is actively involved in her community through volunteering and fundraising with organizations such as the DeLand Breakfast Rotary Club, Museum of Art - DeLand, Florida, and the Children's Cancer Foundation. She is also a member of the Stetson Alumni Association.

Jared Reimel is a financial advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2018 following his graduation from Baldwin Wallace University in Cleveland, Ohio, where he was a student athlete in football and track & field. Jared's professional mission is to empower clients with financial clarity and confidence to achieve their unique goals through personalized service, integrity, and informed guidance. With five years of experience, Jared focuses on working with business owners, skilled trade professionals, and individuals preparing for or living in retirement. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Jared holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Jared is involved in community organizations including Elevation Scholars and Home of the Holy Angels. His personal interests include cooking, football, golfing, hiking, skiing, and spending time with his family.

Leyton Evans is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Evans also has experience as an advisor assistant with Evans Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and tools to construct portfolios across various asset classes and offers both discretionary and non-discretionary management services.

Carol Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Heathrow, Florida office. She began her career in the financial services industry shortly after graduating from St. Michael's College in Winooski, Vermont, in 1983. Transitioning from administrative roles, she became a financial advisor in South Florida in 1997 and has since provided personalized wealth management strategies to her clients. Carol’s areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from a small town in Upstate New York near the Vermont-Massachusetts border, Carol has lived in Florida since 1984. She currently resides in Lake Mary, Florida, to be near her two married daughters and two grandsons. Her personal interests include golfing, reading, scuba diving, skiing, swimming, yoga, and spending time with her family.

Richard Hawes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2026, he spent 11 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Alexander Maxwell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in strategic wealth planning, focusing on assisting ultra high net worth families and successful business owners with growing, preserving, and transitioning their wealth. His services include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. Alexander holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's degree from Seminole State College and also attended the University of North Florida and Florida International University without obtaining further degrees. Born and raised in Central Florida, he serves his community with a relationship-first approach. In addition to his professional work, Alexander enjoys boating, camping, fishing, football, golfing, hiking, surfing, watching movies, and spending time with his family. He is also a member of BCG Private Wealth Management, recognized on Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026.