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.

Cheri Lisko is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Hobby Lobby for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Kuzma is a financial advisor at Edward Jones in Daytona Beach, FL, holding a Series 66 designation with two years of industry experience. Prior to his financial advisory career, he served with the Orlando Police Department for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors.

Molly Shoup is a financial advisor with Ameriprise, holding a Series 66 designation and having three years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, she sells skincare and makeup products as a Mary Kay consultant on a limited, informal basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Danielle Vayner is a financial advisor at Edward Jones with Series 66 registration and five years of experience at the firm. Prior to joining Edward Jones, she held roles at Salon Blu, Vol(ts) LLC, The Beautiful Group LLC, and Regis Corporation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a large nationwide network of advisors and branches.

Susan Finley is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill Lynch since 2001 and holds Series 63 and Series 65 designations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Scott Adams is a financial advisor with Edward Jones in Port Orange, FL, holding the Series 63 and Series 65 designations and possessing 32 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2018. Adams also serves as a professor, teaching online courses at Indiana Wesleyan University since 2004 and at Taylor University from 2000, with his contract at the latter concluding this year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Rodney Meyering is a financial advisor with Ameriprise in Ormond Beach, FL, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service supported by algorithmic tools and a dedicated oversight committee.

James Boyd is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2014. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

David Gunby V is a financial advisor with Raymond James Financial in Deland, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Deloitte for two years and has experience in both academic and local education settings. Outside of advising, he serves as an independent contractor for Gunby & Company and is the CEO and managing member of Gunby Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Richard Linn is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously was employed at Solera Autopoint from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative screens and qualitative research, incorporating ESG criteria, with implementation supported by affiliated investment-management entities.

Sean Tamm is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Deland, Florida. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation and commercial rental properties, with day-to-day management handled by others. 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.

Bella Khamitsaeva is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides resources and advice spanning general investing, retirement planning, and saving for unexpected expenses. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Bella holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Daytona State College. Her professional approach focuses on helping clients identify what matters most to them and their families, enabling the creation of personalized financial strategies.

Robert Hall III is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Truist Advisory Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ana Arango is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Bank of America. Ana is based in Orange City, Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Stockhammer is a financial advisor at Stifel with one year of industry experience. He previously worked at Project Management Advisors and Whiting Turner Contracting Company, and has five years of experience at the University of Florida. He serves as treasurer of the University of Florida Alumni Club in Daytona Beach/Volusia County, where he helps plan events and manages the club’s checking account. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group that informs asset allocation and planning analyses.

Erin Masters is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2017. Her prior experience includes roles at Raymond James Financial Services and United Healthcare Sales. She is also involved in independent insurance brokering with multiple companies. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily delivered through Ameriprise-managed accounts.

Simon Heaster is a Financial Advisor at Merrill Lynch Wealth Management, specializing in portfolio management and comprehensive wealth strategies. He started his career with Merrill Lynch in 2022, initially in Orlando before returning to serve the Daytona Beach area. He holds a Bachelor's degree in finance and real estate, as well as a Master of Science in finance from the Miami Herbert Business School at the University of Miami. Simon's background includes experience in data analytics, financial analysis, and portfolio management. He holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Simon is active in his community, involving himself with local charities and organizations within Volusia County and Ormond Beach. He serves as treasurer for the Volusia Young Professionals Group and is a board member of the City of Ormond Beach's Aviation Advisory Board. Simon and his family reside in Ormond Beach. His personal interests include CrossFit, golf, fishing, flying, and traveling with family and friends to the Florida Keys.

David Welsh is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.