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 with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors, Cambridge Investment Research, Morgan Stanley, and Edward Jones. He has maintained involvement with Clarity Financial Wealth Management since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009 and previously worked at Merrill for 24 years. Outside of her advisory role, she is involved with She Writes Press, a publishing company that is set to publish a novel she authored. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Cameron Roney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Pilot Financial. He has also held roles at various golf and ski clubs as well as educational institutions. 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 through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.

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.

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.

Laura Burgos is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2017, as well as at Regions Bank and Investors Bank earlier in her career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Danny Waller II is a financial advisor with Wells Fargo Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over 15 years. Waller also owns and operates DAN WALLER LLC, an investment-related practice based in Port Orange, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Brian Colubiale is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes 16 years at Cantella & Co., Inc. In addition to his advisory work, he coaches girls flag football at Daytona State College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, providing tailored strategies across multiple platform arrangements.

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.

Dean Howard is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes structured planning tools and modeling techniques to support client goals.

Robert Alonzo is a financial advisor with Edward Jones in New Smyrna Beach, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns and manages commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Matthew Zuber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2017, following prior roles at PNC Investments and PNC Bank. Merrill, together 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.