Michelle Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2021 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions while supporting a broad range of financial products.

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 at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a silent partner in a small business called Laser One with his brother. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 firm-approved tools and investment modeling techniques.

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 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.

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

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.

Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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.

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, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.