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 Series 66-licensed financial advisor with Ameriprise in Daytona Beach, FL, bringing seven years of industry experience. Her prior roles include positions at Morgan Stanley and New York Life. She serves on the Board of Directors for the Rotaract Club of DeLand and is a member of the finance committee for the Junior Service League of DeLand, a nonprofit organization focused on community improvement through volunteerism and fundraising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

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 at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Mcafee is currently based in Ormond Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

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.

Kris Stockhammer is a financial advisor with LPL Financial in Ormond Beach, FL, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including five years at Space Coast Credit Union and over 12 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Bennett Durkin is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior roles include positions at Matouk and Commonwealth Care Alliance, as well as teaching experience at Rollins College. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stuart Sixma is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Sixma Family Real Estate LLC in Ponce Inlet, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and a wide range of investment solutions.

Frank Conner III is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2026, he worked at Northwestern Mutual Investment Management for 37 years and was self-employed with Northwestern Mutual Life for over four decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Lori Zorn is a financial advisor with Wells Fargo Advisors in Daytona Beach, FL, holding CFP® and ChFC® designations along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2013. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized areas. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

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 financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is the sole owner of Linda Lampman LLC, an investment-related business in Ormond Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically conducted on a discrete basis.

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 in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning and consulting services, offering a range of portfolio management styles and municipal advisory capabilities.

Christine Capps is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role since 2023, she worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. She is also a 50% owner of Integrative Wealth Management, LLC, a financial practice based in Palm Coast, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

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.