Erick Bates is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2019. He has 23 years of industry experience, including 16 years at PAR Mobile prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Mia Young is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Calhoun, Dreggors & Associates and has experience in education and supply sectors through roles at Stetson University and Sheffield Knifemaker's Supply. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory and brokerage capabilities.

Kristy Saunders is a financial advisor with Morgan Stanley in Deland, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Nelli Gruber is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including a concurrent role at Bank of America, N.A. since 2022. 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 individuals, high-net-worth clients, and various institutional investors.

Kaylie Manecke is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2022. Prior to her advisory role, she attended Florida State University and worked at Publix. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Chestney is a Series 66 licensed financial advisor with Edward Jones, based in New Smyrna Beach, FL. He has 10 years of industry experience, having worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a wide range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Natalie Tran is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in the chiropractic field for seven years, including roles at Ormond Beach Chiropractic LLC and Gingras Chiropractic Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Colleen Sparrow is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is involved as a 1099 contractor booking travel for individuals through Magic Carpet Destinations, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge since 2010 and has owned independent advisory and wealth management businesses. Llewellyn is also a board member of a non-public entity involved in gifting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and proprietary model strategies while maintaining compliance and institutional features uncommon among peers.

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 27 years of industry experience. His prior work includes sixteen years at Lincoln Financial Securities Corporation and roles with Osaic FS, Inc. He is involved with several business entities not related to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering a range of advisory and brokerage services.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. 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 network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leonard Perillo is a financial advisor with Wells Fargo Clearing located in Debary, FL. He holds Series 63 and Series 65 credentials and has 50 years of industry experience. Perillo has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Wren Jones is a CFP® and ChFC® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Deland, FL, Jones holds a Series 66 license. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Walker II is a financial advisor with LPL Financial in Deland, FL, holding Series 63, 65, and 66 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 24 years. Outside of his advisory roles, he has been involved with Proverbs 10:5 since 2015 and serves at Henry Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

James Wright is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Deltona, FL. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, Wright provides consulting on practice leadership and compliance through Evola Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

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 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, Investors Capital Corp., and Oppenheimer. Outside of his advisory work, he is involved with Synergy Wealth Alliance, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.