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.

William Stevens is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in helping clients meet their financial needs. He works closely with individuals and families to develop personalized wealth management strategies that align with their goals, focusing on areas such as education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing. His approach centers on understanding clients’ life priorities to create flexible, tailored financial plans. William’s expertise includes retirement planning and income strategies, assisting clients with a range of retirement plans including IRAs, Roth IRAs, Simplified Employee Pension (SEP) plans, and SIMPLE plans for small businesses. He also advises on distribution options for employer-sponsored retirement assets. Holding the Personal Investment Advisor (PIA) designation, William’s educational background includes studies at Western Michigan University and the University of Toledo. Outside of his professional role, William participates in community volunteering consistent with Merrill’s tradition of community involvement. His personal interests include camping, fishing, football, ice hockey, music, skiing, traveling, and spending time with his family.

Glenn Stempler is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2013, following a two-year period at Grove Point Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Peter Arnold is a Series 66 licensed financial advisor with Edward Jones in Edgewater, FL, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked with Gameface Media and H&R Block. He hosts the "Support is not Silent" podcast, which focuses on the experiences of spouses and partners involved in family court issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

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 Series 63 and Series 66 credentials and has worked at various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver diversified model portfolios.

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 at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 analytics.

Mark Jones is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992, currently serving as a financial advisor at their New Smyrna Beach, FL office. Outside of his advisory role, he is involved in managing business expenses for a financial advisory team and is co-owner and vice president of a restaurant investment. Ameriprise is an institutional firm that offers a retirement-income planning service targeting clients with significant investable assets. Their approach combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations primarily for clients nearing or in retirement.

Mark Leighton is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at various Morgan Stanley entities since 2006 and previously at Citigroup Global Markets from 2004 to 2006. Outside of his advisory role, he is a silent partner in a small business venture with his brother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved planning tools and models.

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.

Alan Sollis is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for nine years at Ultimate Auto Group. Edward Jones is a full-service wealth management firm serving more than four million clients across individual, institutional, and charitable sectors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branches.

Lauren Burkhalter is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2004 to 2009. Based in Ormond Beach, FL, she has been with Morgan Stanley in various roles for over 17 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 its Global Investment Committee’s analyses and firm-approved tools.

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 at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Morgan Stanley, SunTrust Advisory Services, and Merrill. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo’s research and tools.