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 with Merrill in Daytona Beach, FL. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Matouk and Commonwealth Care Alliance, as well as various positions outside the financial sector, including teaching at Rollins College. Merrill, along 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.

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.

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 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 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.

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.

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.