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.

Natalie Tran is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in the chiropractic field for seven years, including roles at Ormond Beach Chiropractic LLC and Gingras Chiropractic Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Charles Merz is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Colleen Sparrow is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Merrill and Banc of America Investment Services, Inc. Outside of her advisory role, she books travel for individuals through MAGIC CARPET DESTINATIONS, LLC. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging extensive research and a broad range of brokerage and advisory solutions.

R Chris Roney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes sixteen years at Lincoln Financial Securities Corporation and roles with Osaic FS, Inc. He is involved with several business entities not related to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering a range of advisory and brokerage services.

Brianna Mengel is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior roles include positions at Morgan Stanley and E*TRADE Securities, LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with additional capabilities such as a trust company and securities-based lending.

Jonathan Webb is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Royal Alliance Associates, Inc. since 2002 and previously at LPL Financial. In addition to his advisory work, he manages a limited liability company that provides infrastructure support for securities and advisory businesses and is licensed to sell life, health, disability, and long-term care insurance. He is affiliated with Osaic Wealth, a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm utilizes a model-based investment process with comprehensive portfolio management tools and offers access to alternative investments and third-party money managers.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

Stephen Mattoon is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Equitable Advisors from 2017 to 2024, as well as at Axa Advisors and Davinci Financial. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party programs, serving a broad client base that includes both non‑high-net-worth and high-net-worth clients.

Peter Bazanos is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 credentials. Bazanos has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and asset allocation within a managed account framework.

Constanze Schafstall is a financial advisor with J.P. Morgan Securities based in New Smyrna Beach, FL. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and incorporating systematic quantitative and qualitative analysis.

Bryan Tudeen is a Series 66 licensed financial advisor with 11 years of industry experience. He joined Cambridge Investment Research Advisors in 2025 after a decade at Edward Jones. Bryan serves on several nonprofit boards, including the Southeast Volusia Kiwanis, the Angler's Yacht Club Scholarship Trust, and the AdventHealth New Smyrna Beach Foundation, where he holds the position of treasurer. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, custodians, and third-party advisers.

Brian Cobb is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a network of more than 23,000 financial advisors and over 15,000 branch offices.

Alex Abbenante is a financial advisor with Equitable Advisors in Port Orange, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015, including time at its predecessor AxA Advisors. Outside of financial advising, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver advisory services across various investment products, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Justin Mc Culloch is a financial advisor with Edward Jones in Edgewater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles related to music, including as a full orchestra musician with the Sarasota Orchestra since 2006. Outside of advisory work, he continues to perform as a musician and is involved in community fundraising efforts connected to promoting and distributing new tennis shoes to children in Muscatine, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 financial advisors nationwide and operates under a fiduciary standard.

David Bashaw is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 39 years and has been involved with Heritage Retirement Planning since 2000, where he serves as president. Outside of advisory work, he is also engaged as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large institutional firm offering comprehensive portfolio management and financial planning services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides advisors access to affiliated and unaffiliated managers and various program structures across discretionary and non-discretionary authorities.

Tiffany Mead is a financial advisor with Edward Jones in New Smyrna Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes four years at CAE Healthcare before joining Edward Jones in 2019. 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 strategies supported by a large national network of financial advisors and branch offices.

John Delavan is a Series 66-registered financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and is based in New Smyrna Beach, FL. Outside of his advisory role, he serves as a musician at the First Baptist Church in New Smyrna Beach and is secretary of the NSB Maker's Space organization. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services through a large nationwide network of financial advisors and branch offices.