Derek Vogt is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Osaic Wealth, Inc., having joined the firm in 2024 after 19 years at Securities America Advisors, Inc. and Securities America, Inc. He also sells fixed annuities through Highland Capital. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Anastasia Mihalik is a financial advisor with Wells Fargo Clearing in Flagler Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Bibb is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2016. Bibb is also a part-owner of STANCHION HOLDINGS LLC and the sole owner of RBZ CAPITAL HOLDINGS, LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailored recommendations using in-house research and tools.

Joseph Dalessio is a financial advisor with Mass Mutual Investors Services in Palm Coast, Florida. He holds the ChFC® designation and the Series 63 license, and has 34 years of industry experience. Since 1994, he has worked with MassMutual Life Insurance Company and its affiliated broker-dealer, MML Investors Services. He also engages in sales and servicing of insurance products for various carriers. MML Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management and educational seminars, with financial planning engagements structured as collaborative, annual relationships using firm-approved software to analyze client goals.

Thomas Johnson is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Merrill from 2013 to 2017. 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 and offers a range of advisory and investment services through a nationwide network of more than 23,000 financial advisors.

Mason Coffey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Jpmorgan Chase Bank, N.A. before joining his current firm. 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 and investment management capabilities.

Janet Bolden is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 38 years of industry experience. Her prior work includes a decade at Morgan Stanley Smith Barney and a period at AmerLife. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jonathan Convery is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial in various capacities since 2017 and also owns Jonathan Convery LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Skripko Jr. is a financial advisor at Edward Jones in Palm Coast, FL, holding the Series 66 designation with 13 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 range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Richard Thornton is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 large network of advisors and branch offices nationwide.

Michele Rilko is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She specializes in managing new wealth, portfolio management services, and addressing the financial needs of women. In addition to her advisory role, Michele supports the Davis, Westerburg & Associates team by providing business reports and developing operational procedures to enhance client service. Michele earned her Bachelor’s degree in Business Management from Nova Southeastern University in 1993. She holds the Professional Investment Advisor (PIA) designation. Her career includes various financial and business management positions prior to joining Merrill Lynch. Outside of her professional responsibilities, Michele enjoys boating, music, and tennis.

Alyssa Thornton is a Series 66 licensed financial advisor with Edward Jones in Palm Coast, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at United Methodist Day School and Stetson University. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.