Jared Lind is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Washington Trust Company and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios, multi-manager funds, and long-term asset allocation.

Raymond Krutz is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Financial Services since 1980 and Primerica Advisors since 1998. Outside of his advisory role, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Wesley Hollan is a financial advisor with Wells Fargo Advisors and holds a Series 66 credential. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Hollan also owns WES HOLLAN LLC, a financial practice based in Ormond Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Catherine Root is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her background includes time as a stay-at-home parent and involvement with the Daytona Beach Racing and Car Club. Root also operates a consulting business and maintains an active law license. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Chad Parsons is a financial advisor with J.P. Morgan Securities, holding CFP® and multiple securities licenses, and has 17 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Parsons serves as president and board member of the Ormond Beach Youth Baseball & Softball Corp., a nonprofit organization promoting youth sports in his community. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations that clients execute independently.

David Carson is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement planning advice.

Jeffrey Morenz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he is a Notary Public in the State of Iowa. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Louis Colombo is a financial advisor with Edward Jones in Daytona Beach, FL, holding CFP® and Series 66 credentials and bringing six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Stetson University and Bethune-Cookman University, where he also serves as a professor and adjunct professor teaching philosophy courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors and more than 15,000 branches.

Julian Lopez Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in coordinating financial affairs for families, retirees, business owners, and non-profit organizations. He has been active in the financial services industry since 1998, providing services that include discretionary portfolio management, estate planning, and asset management tailored to his clients' goals. Julian holds a Bachelor's Degree from Clemson University and possesses multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in both Spanish and English and maintains several FINRA registrations (Series 7, 31, 63, and 65). He is involved in various community organizations such as the Council on Aging of Volusia County Board and has served as a past board member and president in groups including the Ormond Beach Chamber of Commerce, Ormond Beach Rotary Club, and the Salvation Army of Daytona Beach. In his free time, Julian enjoys activities such as golfing, fishing, hunting, and watching Clemson Tigers football.

Katie Meyering is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services directly as well as through corporate agreements.

Matthew Gillikin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2010. Matthew focuses on developing strategies for high-net worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, and retirement income. Matthew holds a Bachelor's Degree from Flagler College and is a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement, actively volunteering with organizations such as the Futures Foundation for Volusia County Schools, Little League Baseball, and Our Lady of Hope. Outside of his professional role, Matthew enjoys baseball, boating, cooking, football, golfing, reading, swimming, traveling, and spending time with his family.

Galin Crist is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. His prior experience includes roles at Raymond James Financial Services and Wynn Financial Group. Outside of his advisory work, he serves as President on the Board of Directors of a nonprofit organization. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise since 2013, working through its related entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Serge D'Adesky is a financial advisor at Northstar Strategic Investments Inc with 17 years of industry experience. He holds a Series 66 designation and has been with Northstar Strategic Investments since 2010. In addition to his advisory work, Serge is a registered life and health insurance agent and contributes publications to Seeking Alpha. He also serves as a trustee for the Katherine Marie D'Adesky Special Needs Trust. Northstar Strategic Investments Inc is an independent firm serving clients with tailored financial advisory services.

Mark Nichols is a financial advisor at Charter Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charter Advisory Services since 2017. Prior to this, he was with Horter Investment Management, LLC for one year. Nichols is also president and producer at Charter Insurance Brokerage, a business he has been involved with since 1998. Charter Advisory Services, LLC is an independent firm led by Nichols.

Anthony Lupoli is a CFP® professional with two years of experience in financial advising. He currently operates AVL Advisory LLC as its sole advisor and has previously worked at firms including Wing, Weber, & Co, PL and Avantax Advisory Services. Outside of financial advising, he manages AVL CPA Firm, LLC, which provides accounting and tax advisory services, and serves as treasurer for the Daytona Beach Young Professionals, a local networking organization. AVL Advisory LLC is an independent firm serving individual clients, focusing on personalized financial planning and advice.

Jose Silva is a financial advisor at Silva Fiduciary Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Silva Fiduciary Advisors since 2016. In addition to his advisory work, Silva teaches investing and finance as an adjunct professor at Embry-Riddle Aeronautical University. Silva Fiduciary Advisors is an independent firm based in Daytona Beach, FL, serving clients through personalized fiduciary advisory services.

James Buckley is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Buckley Financial Group in Daytona Beach, FL. His prior career includes long-term roles at Investacorp, Inc. and Investacorp Advisory Services, as well as positions at Securities America and Fortune Financial Services. Buckley maintains an active insurance license primarily to review and advise on clients’ insurance policies as needed. Buckley Financial Group operates as an independent firm focused on providing personalized financial advisory services.

Russell Owen is a financial advisor at Gray Lake Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Blackridge Asset Management. Outside of advising, Owen serves as the Director of Higher Education Software Consulting at Spaulding Ridge. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.