Christopher Harris is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Cetera entities since 2019, in addition to his ongoing role at Premier Planning Group since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

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® professional with 26 years of experience in the financial services industry. He has worked with firms including J.P. Morgan Securities, Schwab Private Client Investment Advisory, and Wells Fargo Clearing. Outside of his advisory role, he has invested in a social media company related to internet influencer marketing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Peter Jansen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

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 with Wells Fargo Clearing in Daytona Beach, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Stifel, Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. 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 approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Debra Stephens is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 designations and bringing 35 years of industry experience. She has been with Raymond James & Associates since 1991. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Ann Wilson is a financial advisor with LPL Financial, holding a PFS™ designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior roles include five years at Cambridge Investment Research Advisors, nine years in fiduciary appointments, and over 19 years operating her own CPA firm, M A Wilson, CPA, LLC. She also works as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad range of financial products.

Christy Sebastian is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked continuously with J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative screens and qualitative research, with recommendations focused on eligible strategies that may include an ESG framework.