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 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.

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Christopher Harris is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at various Cetera entities since 2019. Additionally, he has been associated with Premier Planning Group since 2000. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, using a multi-manager platform with both discretionary and non-discretionary program options.

Cameron Roney is a financial advisor at LPL Financial with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Lincoln Financial Securities Corporation and Pilot Financial. Roney has also held positions at several country and golf clubs and has experience related to the Alpine Ski Center and university settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

James Tully is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. His prior experience includes roles at Schwab Private Client Investment Advisory, Charles Schwab, and several financial services firms. Outside of his advisory work, he is an owner and partner in NeoReach, an internet influencer marketing company, though he is not involved in its operations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory capabilities with affiliated brokerage and investment management services.

Staci Leonard is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise in Ormond Beach, FL. She has been with Ameriprise and its predecessor firm since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured approach delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Peter Jansen is a financial advisor with Wells Fargo Clearing in Port Orange, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo-related firms since 2010, including Wells Fargo Advisors LLC from 2010 to 2016 and Wells Fargo Clearing from 2016 to the present. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Evin Lynch is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Momentum Management and has a background that includes a role with the Thoroughbred Baseball League. 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 nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Michael Horn is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His previous roles include positions at LPL Financial and repeated engagements at Clemson University. He has also been involved with an entity called Chicken or the Egg. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with clients having discretion over implementation through brokerage or advisory programs.

Jeffrey Dickinson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial since 2009 and has owned Dickinson Wealth Services since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Margaret Tableriou is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Wells Fargo firms since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors.

Guadalupe Ponciano is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on percentage-based tiered fees and ongoing oversight of potential conflicts.

Brian Layman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with various Raymond James entities since 2005. Outside of his advisory role, Layman owns multiple businesses, including Agility Wealth Management and BLWM LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through an affiliated municipal advisor.