Casey Clark is a financial advisor at Ameriprise with 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 66 designation. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Mitchell Arnold is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in a real estate development project and serves as a notary public. 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 advisory programs, financial planning, and retirement consulting services, featuring both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Alireza Shahnavaz is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages a rental property business under ARSweethomes LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Madison Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this, Hill has been involved with the Flight Deck Bar and Grill since 2014. Hill also serves as a board member for PARC’s Sanford, a nonprofit focused on fundraising and community programs in Seminole County. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He operates from the firm's offices in Los Angeles, California, and Minneapolis, Minnesota. James has been with Merrill Lynch since 1997, bringing a longstanding presence within the firm. His expertise encompasses customized financial recommendations focusing on retirement planning, corporate stock options, concentrated stock positions, alternative investments, estate-planning issues, and money management. Additionally, he specializes in executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals. James holds multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA). James earned his bachelor's degree from the University of North Dakota. He approaches client engagements by understanding the specific needs and biases of each individual to develop personalized financial strategies aimed at pursuing their long-term goals. Clients of James can expect tailored advice and access to specialized investment services pertinent to sophisticated investors and their families.

Michael Evans is a CFP® professional affiliated with OSAIC, based in Debary, Florida, with 41 years of industry experience. He worked at FSC Securities Corporation for 39 years before joining OSAIC in 2023. Evans also serves as a notary public and is president of Evans Advisory Group, a privately held business entity. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of brokerage, advisory, and managed-account services, utilizing advanced asset allocation and portfolio management tools.

Kyle Jensen is a financial advisor at OSAIC in Deltona, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple third-party managers and platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across various investment vehicles.

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 high-net-worth clients, their families, and their businesses. Nicole works closely with clients to develop personalized wealth management plans that address family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and socially responsible investing, among other focus areas. She leverages insights from Merrill and access to lending solutions through Bank of America to support her clients' financial goals. With more than 25 years of experience in the financial services industry, Nicole has held leadership roles at Comerica Bank, The Private Bank and Trust Company, and J.P. Morgan before joining Merrill Lynch Wealth Management in 2019. She holds a Bachelor of Business Administration in Finance with an emphasis in Accounting from Eastern Michigan University and the Certified Divorce Financial Analyst® certification. Nicole works collaboratively with clients' external tax and legal advisors to provide cohesive advice, particularly around trust and estate planning, business and succession strategies, and charitable giving. Outside of her professional commitments, Nicole participates in community volunteering and enjoys activities such as boating, golfing, hiking, cooking, interior decorating, 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 at Synergy Wealth Alliance/LPL Financial LLC and Certified Financial Group. Outside of her advisory role, she serves as a trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

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, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gladys Green is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. In addition to her advisory role, she is an associate at Anderson McKelvey Group, where she supports client service and account operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools to support client goals and offers a range of advisory programs and institutional consulting 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.

Russell Owen is a financial advisor at Gray Lake Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Edward Jones. Outside of financial advising, he serves as a director at Spaulding Ridge, a higher education software consulting firm. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.

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.

Victoria Kizma is a financial advisor at DRT Financial Advisors with six years of industry experience. She holds a Series 65 designation and has worked at Financial Independence Advisors, LLC, and Dreggors, Rigsby & Teal PA. Her prior experience includes positions at T & K Enterprises of Deland PA and LeFils & Company, LLC. DRT Financial Advisors is a supported firm with a team of two advisors.