Alex Abbenante is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. Outside of his advisory role, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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 at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting via its Institutional Fiduciary Solutions division.

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.

Eric Nompleggi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he spent 12 years with Edward Jones. He serves on the board of directors for Young Life Metro and is chairman of the board for West Volusia FCA, both nonprofit organizations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, offering personalized recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic and research-driven approaches to deliver tailored advice, primarily for clients with substantial investable assets.

Shane Larson is a financial advisor with MassMutual Investors Services in Daytona Beach, FL, holding the CFP® and ChFC® designations with 19 years of industry experience. He has worked with MassMutual and its affiliates since 2007. Larson is also involved as a partner in Financial Legacy Advisors LLC and the Florida Financial Group/Side by Side Insurance Agency, focusing on insurance services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management programs, emphasizing collaborative, annual planning engagements tailored to client goals.

Joey Hatzfeld is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes positions at LPL Financial and American Portfolios Financial Services, as well as a long tenure with Guardian Life Insurance Company. He serves as a board member of the Ferro Foundation and is active in community affairs as a committee member for the Halifax Landing HOA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a variety of investment management and financial planning services through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

Joseph Depasqua is a financial advisor with Stifel in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he has a side activity in casting for movies through Frontrunner Casting. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Lucas Haber is Senior Resident Director at Merrill, where he co-leads a team of financial professionals dedicated to delivering comprehensive wealth management services. He joined Merrill shortly after earning his Bachelor of Science degree in Finance from Florida Atlantic University in 1998, beginning his career as a planning specialist focused on financial strategies for high net worth individuals, corporate executives, entertainers, and professional athletes. In 2000, he co-founded the Haber & Associates Wealth Advisory Group and assumed the Resident Director role in 2009. Lucas holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. His disciplined, goals-based wealth management approach emphasizes risk and liquidity management, portfolio monetization, and personalized investment strategies. His client base includes individuals, senior executives, business owners, corporate pension plans, non-profits, endowments, trusts, and estates, often with net worth exceeding $1 million. He leverages a broad team of specialists from Merrill and Bank of America to support a client-centric experience grounded in frequent communication and structured reviews. Residing in Daytona Beach, Lucas serves as a Trustee of the Boys & Girls Club of Volusia-Flagler Counties and supports various local and national charities. His personal interests include baseball, golf, and spending time with his family.

Paul Weber is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years with Securities America Advisors and Securities America, Inc. He also operates Weber Financial LLC, which engages in life insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to deliver customized portfolio solutions.

Daniel Tran is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robin Riddle is a financial advisor at Stifel with five years of industry experience. He has held positions at Stifel Nicholas since 2019 and previously worked at Bank of America from 2010 to 2019. Riddle is also a commissioned notary. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Carol Laxner is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she serves on the Parent Advisory Committee and acts as the Upward Basketball League Director for St. Barnabas Episcopal School in Deland, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ethan Vineyard Martino is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Financial and Handlin Wealth Management in 2025, he worked at Publix for five years and had a brief entrepreneurial role at Rachael Kasie Designs LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a wide range of advisory programs and financial services supported by a broad network of investment adviser representatives.

Benjamin Hartwick is a financial advisor with Edward Jones in Ormond Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at Equitable Advisors and AXA Advisors, among other firms, and has experience in both financial services and educational roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elaine Pavlakovic is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Daly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Raymond James & Associates, Charles Schwab, and various Wells Fargo entities. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Viktoriya Frye is a Financial Advisor at Merrill Lynch Wealth Management, where she began her career in the financial services industry in 2005 and joined Bank of America in 2014. She works with ultra-high-net-worth individuals, multigenerational families, business owners, and executives, providing strategic guidance across investment management, wealth preservation, lending and liquidity solutions, business planning, and multigenerational wealth transfer. Viktoriya holds a Bachelor's Degree from The National Transport University and holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She leverages the full suite of Merrill Lynch and Bank of America resources to deliver customized financial strategies that align with her clients' goals, values, and long-term visions. Her approach is relationship-driven, emphasizing discretion, responsiveness, and service to help clients preserve, grow, and transfer wealth confidently across generations. In addition to her professional work, Viktoriya is involved in community organizations such as AHI-AOV Martial Arts Institute, Atlantic Center for the Arts, CUDAS Swim, EAC, and First Baptist Church.