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.

Ryan Buchholz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has held positions at various firms including AcademicPartnerships, Wiley Education Services, and PFS Investments Inc. Outside of finance, he owns and operates Lucky Buick Projects, a woodworking business in Melbourne, Florida. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm’s advisory services utilize model-delivery strategies managed by unaffiliated asset managers and support trade execution through BNY Mellon Advisors and Pershing custody.

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.

James Boyd is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2014. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

David Gunby V is a financial advisor with Raymond James Financial in Deland, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Deloitte for two years and has experience in both academic and local education settings. Outside of advising, he serves as an independent contractor for Gunby & Company and is the CEO and managing member of Gunby Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Sean Tamm is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Deland, Florida. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation and commercial rental properties, with day-to-day management handled by others. 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 nationwide network of more than 23,700 financial advisors.

Jesse Plunkett is a financial advisor with LPL Financial in Sanford, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Nicholas Volence is a financial advisor with Merrill in Sanford, FL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Bank of America, Merrill, Suntrust, and Fresh Alternatives LLC. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ana Arango is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Bank of America. Ana is based in Orange City, Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leigh Lyon is a Series 66 licensed financial advisor with Edward Jones in Sanford, FL, where he has worked since 2008, accumulating 18 years of industry experience. He participates in several community and educational volunteer activities, including teaching financial literacy classes through Junior Achievement and supporting local public schools in Seminole and Orange counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions and a nationwide network of financial advisors.

David Welsh is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

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. Handlin operates under Handlin Wealth Management, a business related to his advisory services at LPL. 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 financial planning and investment management services and supports advisors with model portfolios, third-party subadvisors, and technology tools.

Robert Cairns is a financial advisor at OSAIC with 34 years of industry experience and holds the Series 66 credential. He previously worked at Woodbury Financial Services, Questar Capital Corporation, Allianz Life, and MSI Financial Services. Outside of advisory work, he is involved as a director and board member of the Hope and Unity Foundation and serves as Director and Admin Advancement Officer for One Million Wells, a nonprofit focused on providing water in developing countries. He also operates RW Cairns Photography, offering photographic services. OSAIC Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated portfolio management across various investment types.

Ricardo Correal is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Wells Fargo and Santander Securities. Outside of financial advising, he has experience working in cleaning services. Ricardo is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Jenna Rancourt is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Empower Financial Services, Nationwide Investment Services Corporation, and Prudential Investment Management Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for goal analysis and provides written recommendations within annual, collaborative planning engagements.

Colin Gray is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, with prior roles at LPL Financial and National Planning Corporation. He is also an independent insurance agent representing various independent insurance 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 services through a network of independent financial professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.