Roger Augustyn is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and 39 years of industry experience. His career includes roles at Carson Wealth, Osaic Advisory Services, Arbor Point Advisors, Securities America, WealthPLAN Partners, and Financial Solutions, Inc. He is based in New Smyrna, Florida. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools to serve its diverse client base.

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized team, emphasizing in-person coaching and an employee-ownership structure.

Dennis Roche is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at PNC Wealth Management. His prior work includes roles at Suntrust Advisory Services, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies executed via mutual funds and ETFs.

Giuliana Scagliotti is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Rebecca Wolf is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she spent five years working at Advent Health. Outside of her advisory role, she serves as a notary for Edward Jones documents and occasionally notarizes for friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Andrew Foster is a financial advisor with Edward Jones in Port Orange, Florida, holding a Series 66 designation and bringing six years of industry experience. He worked at Americrown Service, LLC/Americrown Service Corporation for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Cheri Lisko is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Hobby Lobby for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danielle Vayner is a financial advisor at Edward Jones with Series 66 registration and five years of experience at the firm. Prior to joining Edward Jones, she held roles at Salon Blu, Vol(ts) LLC, The Beautiful Group LLC, and Regis Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a large nationwide network of advisors and branches.

Christopher Mellon is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones and Raymond James & Associates. Mellon has been with Ameriprise since 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach includes a centralized service team that provides written Recommendation Reports and ongoing advice, operating within a defined investment universe influenced by affiliated product relationships.

Scott Adams is a financial advisor with Edward Jones in Port Orange, FL, holding the Series 63 and Series 65 designations and possessing 32 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2018. Adams also serves as a professor, teaching online courses at Indiana Wesleyan University since 2004 and at Taylor University from 2000, with his contract at the latter concluding this year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Richard Linn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following four years at Solera Autopoint. He holds the Series 66 designation. J.P. Morgan Securities LLC 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 affiliated brokerage, distribution, and investment management capabilities.

Jonathan Hall is a financial advisor with Raymond James Financial in New Smyrna Beach, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Outside of his advisory role, Hall owns a rental real estate business in Lake Mary, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports a broad advisor network with specialized municipal and SIMPLE IRA advisory programs.

Jonas Roddenberry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at The Sherwin-Williams Company from 2013 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Caroline Mc Culloch is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Edward Jones since 2019 and has prior work experience at the U.S. Department of State and Florida International University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Leslie Schilp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 21 years of industry experience. Her work history includes roles at Raymond James & Associates since 2018 and Charles Schwab from 2015 to 2017. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Nathan Handlin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Colin Gray is a financial advisor with Cambridge Investment Research Advisors in Port Orange, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing multiple custody platforms and both discretionary and non-discretionary investment strategies.

Nelli Gruber is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including a concurrent role at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

H Garvin Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has been with UBS since 1979. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

Tyler Chestney is a Series 66 licensed financial advisor with Edward Jones, based in New Smyrna Beach, FL. He has 10 years of industry experience, having worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a wide range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.