Daniel Putman is a CFP® professional with 43 years of experience in the financial industry. He currently works with LPL Financial and has previously been affiliated with Sigma Planning Corporation, Sigma Financial Corporation, American General Insurance Co, and Equico Securities, Inc. In addition to his advisory role, he is involved in selling group health, life, dental, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, with access to model portfolios, third-party research, and various investment strategies.

Michael Furman is a CFP® with 37 years of industry experience and has been with Stifel since 2009. He serves as a member of the pension advisory board for the City of Ormond Beach and sits on the investment committee of the TOP Jewish Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Patricia Cabral is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Dennis Casey is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2019, he worked at Suntrust Investment Services, Inc. from 2015 to 2019. He is also the owner of Casey Wealth Advisors in Ormond Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Paul Nachtigal is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Nachtigal serves as a trustee and co-trustee on multiple investment-related trusts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Dean Bell is a financial advisor at Osaic Wealth Inc with 40 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at SPC and Sigma Financial Corporation for ten years each. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and insurance products through his own firm, Bell & Associates. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and automated rebalancing to manage portfolios that may include a wide range of investment products.

Eugene Varela is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. His current roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Elizabeth Tomblin is a Series 66-credentialed financial advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Raymond James starting in 2023, as well as positions in digital media and education. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Francis Cerovac is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Michelle Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2021 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions while supporting a broad range of financial products.

Mark Leighton is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a silent partner in a small business called Laser One with his brother. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

David Remey is a CFP®-certified advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is involved in several family and residential real estate ventures in the Ormond Beach, Florida area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling. The firm provides fee-based financial planning and collaborates with affiliated trust companies and banks to offer a range of financial solutions.

Dean Cobb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in insurance and retail sectors. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Lauren Burkhalter is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

James Morton is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica in various capacities since 1997 and owns Morton Schools, which offers insurance pre-licensing and continuing education, including sales through TikTok Shop affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Robin Virden is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley for five years and held positions at SunTrust Advisory Services LLC and Cramer & Rauchegger Inc. Outside of advisory work, he is the sole member of an investment-related trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for brokerage or advisory program implementations.

Kelly Delisa is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Manuel Chavez is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers, Cetera Advisors, and Cambridge Investment Research. He is also associated with Clarity Financial Wealth Management, an entity he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and external sources, along with technologies such as machine learning.

Brooks Tomblin Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the owner of Tomblinholdingsllc, a business involved in VRBO rental properties. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on diverse portfolio management styles and affiliated research.

Jayne Mills is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is involved with She Writes Press in Berkeley, California, where a novel she wrote is scheduled for publication. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include relationships with investment companies, private funds, and structured-product activities.