Kyle Doyle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Aqua Marketing Group, Publix Super Markets, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered investment companies and model portfolios.

Madison Hill is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, Madison has been involved with Flight Deck Bar and Grill since 2014. She is also a board member of PARC's (People, Activities, Recreation, Conservation) in Sanford, FL, where she contributes to fundraising and program development to support local children’s summer activities and park maintenance. 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 strategies, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

James Wright is a financial advisor at Merrill with over 50 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He holds Series 63 and Series 65 licenses. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of program strategies and tax-efficient investment solutions.

Michael Evans is a CFP®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.

Kyle Jensen is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing software, and supports a range of programs including Unified Managed Accounts and third-party money manager options.

Shilpa Mirchandani is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and City National Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicole Roberts is a Senior Financial Advisor with the Roberts & Associates Group at Merrill Lynch Wealth Management in Heathrow, Florida. In this role, she provides integrated strategy, advice, and service to clients, their families, and their businesses. Nicole helps clients pursue meaningful objectives and lead more satisfying financial lives by developing personalized financial strategies tailored to their long-term goals. With over 25 years of experience in the financial services industry, Nicole's expertise includes customized investment management, trust and estate planning services, business and succession strategies, charitable giving, and access to tailored lending services through Bank of America. She works closely with clients' external tax and legal advisors to ensure clear communication and effective collaboration. Nicole holds the Certified Divorce Financial Analyst® certification and the Personal Investment Advisor (PIA) designation. Nicole earned her Bachelor's Degree in Business Administration with a focus on Finance and Accounting from Eastern Michigan University. Before joining Merrill Lynch Wealth Management in 2019, she held positions at Comerica Bank, The Private Bank and Trust Company, and J.P. Morgan. In her free time, Nicole enjoys boating, golfing, hiking, cooking, interior decorating, reading, and spending time with her family.

Debbie Van Gaale is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked with Synergy Wealth Alliance/LPL Financial LLC and Certified Financial Group. Outside of her advisory role, she serves as trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative analysis and qualitative research to support client recommendations.

Eve Stairs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2004. With a career in the financial industry that began in 1996, Eve applies a consultative approach that starts by understanding her clients' goals through in-depth conversations. Her focus areas include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. She prioritizes building trusted relationships and helping clients make informed, objective decisions about their financial futures. Eve holds a bachelor’s degree in Marketing from the University of North Carolina in Wilmington. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She was recognized in 2023 as a member of The Tilghman Fowler Lawhead Group on the Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband and two sons, Eve is an active member of her community, involved with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with her family and friends.

David Rivas is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lake Mary, FL. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and supports approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Robert Crews is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously with Concourse Financial Group Securities Inc for eight years. Outside of his advisory role, he is involved in several business activities including tax accounting, mortgage brokerage, and managing financial and assurance services at Solutions Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that allows access to both affiliated and unaffiliated third-party managers.

Brian Musbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of a financial team dedicated to assisting families, individuals, and business owners in developing long-term financial strategies. Brian focuses on helping clients organize personal and business finances through a detailed discovery process that prioritizes their financial goals, risk tolerance, time horizons, and liquidity needs. His approach aims to create personalized wealth management strategies tailored to each client's objectives. Brian’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from DeVry University in Orlando. Outside of his professional work, Brian is involved with the Knights of Columbus and supports the Boys and Girls Club. His personal interests include cooking, fishing, golfing, running, and tennis.

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL. She holds a Series 66 designation and has 14 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gladys Green is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. Her prior experience includes roles at Merrill and Bank of America spanning over two decades. She also works as an associate with the Anderson McKelvey Group, providing client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Louis Robertson Jr. is a financial advisor with Robertson Advisory, Inc. in Deland, FL, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and has operated Robertson Advisory, Inc. since 1986. Outside of advising, he serves on the board of Mustard Seed Publishing, Inc., which publishes the DeLand Beacon Newspaper. Robertson Advisory, Inc. is an independent firm providing financial planning and advisory services primarily on an hourly rate basis.

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.