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® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is involved as a 1099 contractor booking travel for individuals through Magic Carpet Destinations, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

R Chris Roney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities for tax and investment purposes, including Pilot Financial Distributors and PRD Venture. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brianna Mengel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at E*TRADE Securities and Morgan Stanley. Her background also includes roles outside of finance, such as at Glennwild Golf Course and Vail Resorts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Webb is a CFP®-certified financial advisor with 32 years of industry experience. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2002. Webb is also involved in life and health insurance sales through his role at Bach Investments Plus, LLC, where he manages operations and supervises support staff. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His career includes previous roles at Wells Fargo Clearing and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Stephen Mattoon is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Equitable Advisors and Axa Advisors since 2017, as well as Davinci Financial from 2015 to 2017. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and delivers advisory and brokerage solutions through program sponsors and endorsed third-party managers.

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 Series 66-licensed financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2022, and has previous experience at Merrill and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bryan Tudeen is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He held a prior role at Edward Jones for 10 years before joining Cambridge in 2025. Tudeen serves as a board member and treasurer for several nonprofit organizations in the New Smyrna Beach area, including the Southeast Volusia Kiwanis, Angler's Yacht Club Scholarship Trust, and AdventHealth New Smyrna Beach Foundation. 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 provides financial planning, investment management, and retirement advisory services through independent Financial Professionals and offers both discretionary and non-discretionary portfolio solutions across multiple custody platforms.

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 Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. Outside of his advisory role, he has worked as a sales associate selling tax account programs and group ancillary products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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.

Daniel Tran is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ethan Vineyard Martino is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Financial and Handlin Wealth Management in 2025, he worked at Publix for five years and had a brief entrepreneurial role at Rachael Kasie Designs LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a wide range of advisory programs and financial services supported by a broad network of investment adviser representatives.

Elaine Pavlakovic is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.