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David G

CFP®, Series 63, Series 65

Deland, FL

Raymond James Financial

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bradford T

Series 63, Series 66

Orange City, FL

Edward Jones

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Donna Jean F

Series 66

Deland, FL

Edward Jones

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sherry M

Series 66

Deland, FL

Edward Jones

Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Military & Veterans Government Employee Divorced
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Jeremy A

Series 66

Orange City, FL

Edward Jones

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Evin L

CFP®, Series 66

Deland, FL

Edward Jones

Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Business ownership considerations Founder/Business Owner
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Shawn W

Series 66

Orange City, FL

LPL Financial

Shawn Walton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eric C

ChFC®, Series 66

Deland, FL

Edward Jones

Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Inheritance planning General estate planning guidance Educators, Teachers, and Academics
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Christy S

Series 66

Daytona Beach, FL

J.P. Morgan Securities

Christy Sebastian is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked continuously with J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative screens and qualitative research, with recommendations focused on eligible strategies that may include an ESG framework.

Founder/Business Owner
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Michael E

CFP®, Series 63

Debary, FL

OSAIC

Michael Evans is a CFP®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.

Annuities Private / alternative investments
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Kyle J

Series 66

Deltona, FL

OSAIC

Kyle Jensen is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing software, and supports a range of programs including Unified Managed Accounts and third-party money manager options.

Annuities Private / alternative investments
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Deborah H

Series 66

Orange City, FL

LPL Financial

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL. She holds a Series 66 designation and has 14 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2020. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Louis R

CFP®, Series 63

Deland, FL

Robertson Advisory, Inc.

Louis Robertson Jr. is a financial advisor with Robertson Advisory, Inc. in Deland, FL, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and has operated Robertson Advisory, Inc. since 1986. Outside of advising, he serves on the board of Mustard Seed Publishing, Inc., which publishes the DeLand Beacon Newspaper. Robertson Advisory, Inc. is an independent firm providing financial planning and advisory services primarily on an hourly rate basis.

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Bernard L

Series 65

Orange City, FL

Lefils Wealth Management LLC

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

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