Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he has been involved in entrepreneurial activities such as Fun 4 U Rentals LLC. 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 brokerage, distribution, and investment management capabilities.

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.

James Wright is a CFP® credentialed financial advisor with Ameriprise, based in Deltona, FL, and has 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 1999. Outside of his advisory work, he provides consulting on practice leadership and compliance through Evola Management. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Kara Miller is a Series 66-licensed financial advisor with Edward Jones in South Daytona, FL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Richard Coloni is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and Investors Capital Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios and research resources.

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.

Devon Bennion is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2017, with additional experience in the music industry, including operating Devon Bennion Music Services as a piano tuner, private music lesson instructor, and performer. 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 advisory strategies supported by a nationwide network of financial advisors and 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.

Erika Texter is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at Fsc Securities for five years and spent ten years in full-time education before entering the financial industry. In addition to her advisory role, she has experience as an advisor assistant at Evans Advisory Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing firm-provided asset-allocation tools and third-party solutions.