Eugene Varela is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver diversified model portfolios.

Elizabeth Tomblin is a Series 66-credentialed financial advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Raymond James starting in 2023, as well as positions in digital media and education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Francis Cerovac is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Michelle Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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 with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at various Morgan Stanley entities since 2006 and previously at Citigroup Global Markets from 2004 to 2006. Outside of his advisory role, he is a silent partner in a small business venture with his brother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved planning tools and models.

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 at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 2004 to 2009. Based in Ormond Beach, FL, she has been with Morgan Stanley in various roles for over 17 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 its Global Investment Committee’s analyses and firm-approved tools.

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 at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Morgan Stanley, SunTrust Advisory Services, and Merrill. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo’s research and tools.

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.

Vasilia Grant is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Regions Bank, SunTrust, Wells Fargo Clearing, and Wachovia Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

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 at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he owns Tomblinholdings LLC, a business involved in short-term rental properties. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on multiple 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, 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.