Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Shilpa Mirchandani is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and City National Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicole Roberts is a Senior Financial Advisor with the Roberts & Associates Group at Merrill Lynch Wealth Management in Heathrow, Florida. In this role, she provides integrated strategy, advice, and service to high-net-worth clients, their families, and their businesses. Nicole works closely with clients to develop personalized wealth management plans that address family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and socially responsible investing, among other focus areas. She leverages insights from Merrill and access to lending solutions through Bank of America to support her clients' financial goals. With more than 25 years of experience in the financial services industry, Nicole has held leadership roles at Comerica Bank, The Private Bank and Trust Company, and J.P. Morgan before joining Merrill Lynch Wealth Management in 2019. She holds a Bachelor of Business Administration in Finance with an emphasis in Accounting from Eastern Michigan University and the Certified Divorce Financial Analyst® certification. Nicole works collaboratively with clients' external tax and legal advisors to provide cohesive advice, particularly around trust and estate planning, business and succession strategies, and charitable giving. Outside of her professional commitments, Nicole participates in community volunteering and enjoys activities such as boating, golfing, hiking, cooking, interior decorating, and spending time with her family.

Debbie Van Gaale is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Synergy Wealth Alliance/LPL Financial LLC and Certified Financial Group. Outside of her advisory role, she serves as a trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

David Rivas is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lake Mary, FL. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and supports approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Robert Crews is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously with Concourse Financial Group Securities Inc for eight years. Outside of his advisory role, he is involved in several business activities including tax accounting, mortgage brokerage, and managing financial and assurance services at Solutions Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that allows access to both affiliated and unaffiliated third-party managers.

Brian Musbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of a financial team dedicated to assisting families, individuals, and business owners in developing long-term financial strategies. Brian focuses on helping clients organize personal and business finances through a detailed discovery process that prioritizes their financial goals, risk tolerance, time horizons, and liquidity needs. His approach aims to create personalized wealth management strategies tailored to each client's objectives. Brian’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from DeVry University in Orlando. Outside of his professional work, Brian is involved with the Knights of Columbus and supports the Boys and Girls Club. His personal interests include cooking, fishing, golfing, running, and tennis.

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gladys Green is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. In addition to her advisory role, she is an associate at Anderson McKelvey Group, where she supports client service and account operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.

Louis Robertson Jr. is a financial advisor with Robertson Advisory, Inc. in Deland, FL, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and has operated Robertson Advisory, Inc. since 1986. Outside of advising, he serves on the board of Mustard Seed Publishing, Inc., which publishes the DeLand Beacon Newspaper. Robertson Advisory, Inc. is an independent firm providing financial planning and advisory services primarily on an hourly rate basis.

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

Victoria Kizma is a financial advisor at DRT Financial Advisors with six years of industry experience. She holds a Series 65 designation and has worked at Financial Independence Advisors, LLC, and Dreggors, Rigsby & Teal PA. Her prior experience includes positions at T & K Enterprises of Deland PA and LeFils & Company, LLC. DRT Financial Advisors is a supported firm with a team of two advisors.

Ronald Cantlay is a CFP® professional with 14 years of experience in financial planning and investment advisory. He is currently with Financial Independence Advisors, LLC and has held a leadership role as president and CPA at Dreggors, Rigsby & Teal, P.A., a public accounting firm where he has worked since 2001. Cantlay has been a Certified Public Accountant since 1997 and has provided public accounting services since 1995. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and is notable for its operational affiliation with a public accounting firm and its educational seminars on investing fundamentals.