John Rodgers is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Churchill Management Group since 2012 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity through an enhanced open architecture that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Willie Mccaulley is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2020, having worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Gwendolyn Slater is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at firms including Arbor Point Advisors and Securities America Advisors. She is the officer and sole shareholder of Slater Financial Services, Inc., a company currently holding a note receivable after selling its accounting and tax practice. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides various advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily through Schwab and Fidelity.

Scott Weidman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2009. In addition to his advisory role, he is an independent insurance agent and a partner in 2SG LLC, a company involved in product patenting for marketing and sales. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Mark Rosier is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of experience in the industry. His prior roles include positions at LPL Financial, VyStar Credit Union, Regions Bank, Cetera Investment Services, and Source Capital Group. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Sarah Smith is a financial advisor with Eagle Strategies (NY Life) based in Daytona Beach, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Smith also works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

James Myers is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with Bankers Life entities since 2019 and spent three years with Volusia County Schools. Outside of advisory work, Myers serves as Vice-President of the Silver Sands Civic Association, a volunteer organization focused on community matters, and works independently as a licensed realtor in Florida. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various asset classes and is affiliated with CNO Financial Group and related insurance and mortgage businesses.

Amanda Blocksom is a CFP® and ChFC® with 18 years of industry experience. She currently serves as an investment advisor representative at NewEdge Advisors and has previously worked at Sagepoint Financial, Inc., ECG, and M Holdings Securities, Inc. Outside of her advisory role, she is involved in Industry 386 Salon LLC, a business she has been part of since 2013. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He founded Planned Giving Consultants, LLC, which focuses on planned gift fundraising strategies. He is also involved with several nonprofit boards, including the March of Dimes Philadelphia Market Board and the Jefferson Health Care Foundation. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and employs a combination of proprietary and third-party model portfolios.

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized team, emphasizing in-person coaching and an employee-ownership structure.

Dennis Roche is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at PNC Wealth Management. His prior work includes roles at Suntrust Advisory Services, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies executed via mutual funds and ETFs.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only pilot for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists and implements investments via mutual funds and ETFs with annual rebalancing.

James Furlong is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options across diversified portfolios and long-term strategies.

Michael Mills is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory work, Mills serves as an interim youth leader at the Korean Church of Knoxville, where he occasionally delivers sermons to the youth group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated financial products, operating under a fiduciary standard and maintaining one of the largest advisor networks in the industry.

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.

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.