Ken Mazzie is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax Advisory Services and Avantax Insurance Agency for over 20 years. In addition to his advisory role, Mazzie is involved in tax preparation and accounting through his ownership of Mazzie & Co LLC and serves as a trustee for family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management strategies and program structures, managing over $256 billion in assets across more than 10,000 advisors.

Thomas Ventura is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and bringing 23 years of industry experience. He has worked with several firms, including Encompass Investments and Bright Trading. Ventura is also involved in multiple real estate ventures, serving as president for several property management and consulting companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of financial advisors, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Abigail Santiago Monroe is a financial advisor with Ameriprise in Palm Coast, FL, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its predecessor entities since 1991. Outside of her advisory role, she serves in fiduciary capacities such as trustee and executor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Jason Ebding Sr. is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Donn Rutledge is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and SII Investments. OSAIC serves a diverse client base comprising retail and institutional investors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of asset-allocation tools and platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Steven Vasseur is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Gerhardi Underhay is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2003. Outside of his advisory work, he owns Hardys Horse Haven, LLC, a business involved in property maintenance. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Flannery is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 18 years and at Investment Advisors Asset Management, LLC for three years. Outside of his advisory role, he is involved in selling non-variable insurance products, including term life and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by proprietary and third-party research.

David Fowler is a financial advisor with LPL Financial who holds the Series 66 designation and has 18 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with VOYA Financial Advisors. Fowler also maintains a role with Alliance Financial Partners Inc., which he has been associated with since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Michael Lapshin is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and has operated as a self-employed advisor since 2014. Based in Palm Coast, FL, he is part of a large network of advisors at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Gross is a financial advisor with Wells Fargo Advisors in Flagler Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a partner in Stanchion Holdings, LLC, a partnership related to real estate and bill payments, though he does not devote time to this activity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations for clients.

Tracey Mix is a financial advisor with Merrill in Palm Coast, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2011. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Gavin Gaines is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked at Kanen Wealth Management LLC and Fidelity Brokerage Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Connor Fiorenzo is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fidelity Investments and E*Trade Securities, among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Edwin Pruitt Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Andrea Gulliksen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she served 25 years in the United States Marine Corps. She participates in a business networking group’s membership committee and is a member of the finance committee for the City of Flagler Beach. Andrea also manages rental properties in North Carolina and Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Paul Ciardi is a financial advisor with Raymond James & Associates in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michael Renshaw is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Charles Schwab for 12 years. Outside of advising, he manages a rental property in Woodstock, Georgia. 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 and investment strategies, supported by a nationwide network of more than 23,700 advisors and operates under a fiduciary standard.

Scott Levinson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016, with prior experience at New York Life Insurance Company and NYLife Securities. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcos Acevedo Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Investacorp, Securities America Advisors, and OSAIC throughout his career. Acevedo is also president of Ace Financial Advisors Inc., an S corporation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.