Richard Hawes is a financial advisor with LPL Financial in New Smyrna Beach, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and SPC. He is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

James Reardon III is a financial advisor with Edward Jones in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as Trustee and Chairman of the Port Orange Fire/Rescue Pension Board. 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.

Kim Halle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kim worked at HUB Financial Inc. and held roles at McGill University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Stevens is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in helping clients meet their financial needs. He works closely with individuals and families to develop personalized wealth management strategies that align with their goals, focusing on areas such as education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing. His approach centers on understanding clients’ life priorities to create flexible, tailored financial plans. William’s expertise includes retirement planning and income strategies, assisting clients with a range of retirement plans including IRAs, Roth IRAs, Simplified Employee Pension (SEP) plans, and SIMPLE plans for small businesses. He also advises on distribution options for employer-sponsored retirement assets. Holding the Personal Investment Advisor (PIA) designation, William’s educational background includes studies at Western Michigan University and the University of Toledo. Outside of his professional role, William participates in community volunteering consistent with Merrill’s tradition of community involvement. His personal interests include camping, fishing, football, ice hockey, music, skiing, traveling, and spending time with his family.

Glenn Stempler is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2013, following a two-year period at Grove Point Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Peter Arnold is a Series 66 licensed financial advisor with Edward Jones in Edgewater, FL, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked with Gameface Media and H&R Block. He hosts the "Support is not Silent" podcast, which focuses on the experiences of spouses and partners involved in family court issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Michelle Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Mark Jones is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992, currently serving as a financial advisor at their New Smyrna Beach, FL office. Outside of his advisory role, he is involved in managing business expenses for a financial advisory team and is co-owner and vice president of a restaurant investment. Ameriprise is an institutional firm that offers a retirement-income planning service targeting clients with significant investable assets. Their approach combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations primarily for clients nearing or in retirement.

Mark Leighton is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at various Morgan Stanley entities since 2006 and previously at Citigroup Global Markets from 2004 to 2006. Outside of his advisory role, he is a silent partner in a small business venture with his brother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved planning tools and models.

Dean Cobb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in insurance and retail sectors. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Alan Sollis is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for nine years at Ultimate Auto Group. Edward Jones is a full-service wealth management firm serving more than four million clients across individual, institutional, and charitable sectors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branches.

Manuel Chavez is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors, Cambridge Investment Research, Morgan Stanley, and Edward Jones. He has maintained involvement with Clarity Financial Wealth Management since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Harris is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at various Cetera entities since 2019. Additionally, he has been associated with Premier Planning Group since 2000. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, using a multi-manager platform with both discretionary and non-discretionary program options.

Cameron Roney is a financial advisor at LPL Financial with three years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and Pilot Financial. His background also includes roles at Appalachian State University and involvement with multiple golf and country clubs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various portfolio strategies supported by research and technology tools.

Peter Jansen is a financial advisor with Wells Fargo Clearing in Port Orange, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo-related firms since 2010, including Wells Fargo Advisors LLC from 2010 to 2016 and Wells Fargo Clearing from 2016 to the present. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jeffrey Dickinson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial since 2009 and has owned Dickinson Wealth Services since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Laura Burgos is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2017, as well as at Regions Bank and Investors Bank earlier in her career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Casey Clark is a financial advisor at Ameriprise with 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 66 designation. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Dean Howard is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes structured planning tools and modeling techniques to support client goals.

Robert Alonzo is a financial advisor with Edward Jones in New Smyrna Beach, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns and manages commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.