James Flannery is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 18 years and at Investment Advisors Asset Management, LLC for three years. Outside of his advisory role, he is involved in selling non-variable insurance products, including term life and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by proprietary and third-party research.

David Fowler is a financial advisor with LPL Financial who holds the Series 66 designation and has 18 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with VOYA Financial Advisors. Fowler also maintains a role with Alliance Financial Partners Inc., which he has been associated with since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Michael Lapshin is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and has operated as a self-employed advisor since 2014. Based in Palm Coast, FL, he is part of a large network of advisors at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Gross is a financial advisor with Wells Fargo Advisors in Flagler Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a partner in Stanchion Holdings, LLC, a partnership related to real estate and bill payments, though he does not devote time to this activity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations for clients.

Tracey Mix is a financial advisor with Merrill in Palm Coast, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2011. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Gavin Gaines is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked at Kanen Wealth Management LLC and Fidelity Brokerage Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Connor Fiorenzo is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fidelity Investments and E*Trade Securities, among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Edwin Pruitt Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Andrea Gulliksen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she served 25 years in the United States Marine Corps. She participates in a business networking group’s membership committee and is a member of the finance committee for the City of Flagler Beach. Andrea also manages rental properties in North Carolina and Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Paul Ciardi is a financial advisor with Raymond James & Associates in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michael Renshaw is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Charles Schwab for 12 years. Outside of advising, he manages a rental property in Woodstock, Georgia. 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 and investment strategies, supported by a nationwide network of more than 23,700 advisors and operates under a fiduciary standard.

Scott Levinson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016, with prior experience at New York Life Insurance Company and NYLife Securities. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcos Acevedo Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Investacorp, Securities America Advisors, and OSAIC throughout his career. Acevedo is also president of Ace Financial Advisors Inc., an S corporation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

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.