Martin Berloff is a financial advisor with Wells Fargo Clearing in Deland, Florida, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Douglas Climo is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a diverse team of financial associates dedicated to building lifelong relationships with clients and assisting with their overall wealth planning needs. Mr. Climo has extensive experience within Fidelity Investments, having served as Vice President and Regional Planning Consultant from 2016 to 2023, and as Vice President and Financial Consultant from 2008 to 2016. His professional background reflects a deep commitment to financial consulting and planning. Outside of his professional responsibilities, Douglas Climo enjoys baseball, family activities, fishing, football, social events with friends, and golf.

Michael Elders is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an agent involved in life insurance and health insurance activities through his own business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with a focus on collaborative, goal-driven financial planning engagements.

Garrett Burke is a Private Wealth Advisor at Merrill Private Wealth Management, focusing on developing financial strategies and providing tax-efficient portfolio management for high-net-worth individuals and families throughout the U.S. He has been with Merrill Lynch Wealth Management since April 2011, initially working in the Chicago Loop Complex before relocating to Orlando in 2015. Prior to joining Merrill, Garrett worked at Lockheed Martin as an analyst in their business development group, managing a portfolio of new business acquisition investments for a multi-billion dollar business area. Garrett holds a Bachelor's Degree in Finance from the University of Notre Dame and has completed an Accredited Certificate Program at the University of Chicago. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Plan Fiduciary Advisor® (CPFA). Beyond his professional work, Garrett is involved in community and professional organizations such as Leadership Seminole, the Notre Dame Club of Orlando, and The Catholic Foundation of Central Florida. He also contributes to the Rescue Outreach Mission. Garrett lives in Winter Park with his wife and three daughters and enjoys spending time with his family, as well as participating in activities such as adventure sports, golfing, music, reading, running, and traveling.

Jeffrey Sochar is a financial advisor with Morgan Stanley in Deland, Florida, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Since 2015, he has worked with Morgan Stanley Private Bank, National Association, and has affiliations with Janus Management Holdings Corp and Janus Distributors LLC dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning and employs structured planning tools and proprietary investment models in its process.

Jeffery Ritchey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Deland, Florida. Outside of his advisory role, Ritchey is involved in community leadership as Vice President of United Methodist Men, Advisory Board Member of the Debary Art League, and President of the Deland Chamber of Commerce. 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 discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and provides overlay and tax-efficient services under a fiduciary standard.

Kayla Dahl is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019. Prior to that, she held positions at Janus Henderson Distributors and Anheuser-Busch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and delivers model portfolios to intermediary platforms, utilizing systematic methodologies and maintaining oversight controls.

Mary Brown Thibodeau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. She serves as a board member of Hope Resource Center, a nonprofit pregnancy center and women’s health clinic in Deltona, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Elaine Daniels is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at Fairwinds Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mathew Jemison is a financial advisor with Morgan Stanley in Deland, Florida, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the board and finance committee of the Volusia/Flagler Family YMCA, engaging in community and youth-focused activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including customized financial planning supported by approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning agreements.

Jeffery Pilate is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with The Brokers Network LLC and The Leaders Group Inc. Outside of his advisory role, he serves as the Central Florida Vice President for a three-wheel motorcycle riding club and is Secretary of a local church. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Donna Higbee is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. She began her career on the trading floor of a regional investment firm in Clearwater, Florida, gaining a foundational understanding of market dynamics. She expanded her expertise by working for six years at Morgan Stanley's global headquarters in New York City, focusing on market strategy, client service, and investment management. Donna holds a Bachelor's degree from Stetson University and earned the CERTIFIED FINANCIAL PLANNER® designation in 2007. Her professional expertise encompasses investment management and financial planning, enabling her to help clients with college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Beyond her professional role, Donna has been involved in community service through board memberships, including the Krewe of Amalee. She is also an avid runner, having completed five marathons, and enjoys reading and spending time with her family.

Christian Larson is a financial advisor with Merrill based in Lake Mary, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Lance Atwood State Farm. Outside of his advisory duties, Larson works with a family-owned land flipping business, JML Land Investment, where he conducts market research and negotiates deals outside of work hours. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Cranias is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. She has been with various Raymond James entities since 2016. Raymond James & Associates, Inc. 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, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Amit Patel is a CFP® and PFS™ with 14 years of industry experience, currently serving at Cetera Wealth Services, LLC. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for 14 years. Outside of his advisory role, Patel owns A.P. Accounting & Tax Services, P.L., where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services and operates a multi-manager platform that supports a range of program structures and investment approaches.

James West is a financial advisor with Ameriprise in Sanford, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, West serves on the Board of Directors for the Love Your Shorts Film Festival. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Douglas Jobman is a CFP® with 32 years of industry experience. He has worked at Stifel since 2018 and previously spent eight years with B. C. Ziegler And Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, while clients retain discretion over implementation.

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.