Sharon Combs is a financial advisor with Eagle Strategies (NY Life) in Deland, FL, holding the ChFC® and Series 63 designations and having 10 years of industry experience. She has been affiliated with Eagle Strategies since 2025 and owns Paradigm Financial & Insurance Services, LLC, which brokers non-registered insurance products. Additionally, she serves as an officer at All Florida Recovery of Central Florida, Inc., an asset recovery business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Teresa Abramson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Bankers Life and its affiliated entities since 2020 and spent a decade at Piercing Pagoda prior to entering financial services. Abramson is active in community organizations, serving as Corresponding Secretary for a philanthropic educational organization supporting women’s scholarships, and participates in local networking groups including the West Volusia Chambers of Commerce and the National Association of Insurance and Financial Advisors. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Daniel Davis is a CFP® professional with 23 years of experience in the financial industry. He has worked at Creative Planning since 2013 and previously held roles at Capital Guardian Wealth Management, Wells Fargo Clearing, and Raymond James & Associates. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market investments.

Willie Mccaulley is a financial advisor with Fifth Third Securities, Inc. in Daytona Beach, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Fifth Third Securities since 2020 and has been associated with Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Laura Petrucci is a financial advisor with Commonwealth Financial Network, holding four years of industry experience. Her prior work includes roles at L'mpet Incorporated, Eva's Garden, and HR Block. She has maintained her own practice under her name since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Jeff Allebach is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp and Capital Choice Investment Advisers. Outside of advising, Allebach serves as president of the Orange City Blue Spring Manatee Festival and officiates high school football games. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

Barbara Selig is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at PNC since 2010 and previously spent 10 years at Wells Fargo Clearing. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Neetu Behl is a financial advisor with Merrill in Deland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. 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, pension plans, corporations, and charitable organizations.

Kimberly Kennovin is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 63 designation and 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

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.

Timothy Kuzma is a financial advisor at Edward Jones in Daytona Beach, FL, holding a Series 66 designation with two years of industry experience. Prior to his financial advisory career, he served with the Orlando Police Department for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors.

Molly Shoup is a financial advisor with Ameriprise, holding a Series 66 designation and having three years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, she sells skincare and makeup products as a Mary Kay consultant on a limited, informal basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

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.

Rodney Meyering is a financial advisor with Ameriprise in Ormond Beach, FL, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service supported by algorithmic tools and a dedicated oversight committee.

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.

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.