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.

Cindy Abramovic is a financial advisor at Ameriprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Abramovic is involved in a commercial real estate ownership venture outside of her advisory role. Ameriprise Financial Services is a large diversified firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.

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.

Michaela Pryor is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and New York Life. Outside of her advisory role, Michaela serves on the Board of Directors for the Rotaract Club of DeLand and participates on the finance committee of the Junior Service League of DeLand, a nonprofit organization focused on community improvement and volunteerism. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning advice, leveraging proprietary research, algorithmic tools, and a collaborative approach between a centralized service team and the client’s financial advisor.

Devon Bennion is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2017, with additional experience in the music industry, including operating Devon Bennion Music Services as a piano tuner, private music lesson instructor, and performer. 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 advisory strategies supported by a nationwide network of financial advisors and branch offices.

Eric Nompleggi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he spent 12 years with Edward Jones. He serves on the board of directors for Young Life Metro and is chairman of the board for West Volusia FCA, both nonprofit organizations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, offering personalized recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic and research-driven approaches to deliver tailored advice, primarily for clients with substantial investable assets.

Erika Texter is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at Fsc Securities for five years and spent ten years in full-time education before entering the financial industry. In addition to her advisory role, she has experience as an advisor assistant at Evans Advisory Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing firm-provided asset-allocation tools and third-party solutions.

Lori Endicott is a financial advisor with Raymond James & Associates in Deland, FL, holding CFP®, Series 63, and Series 65 designations and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates 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, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional services.

John Ethridge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Raymond James since 2004 and also works with Gunby & Company. Ethridge serves as a board member for the City of DeLand Employee Pension Fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance through a unique municipal advisor affiliation.

Lisa Ogram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in DeLand, Florida. She has been practicing in this role since 2008, providing financial guidance to individuals, families, and businesses. Lisa offers expertise in goal setting, investment implementation, banking, as well as asset and liability management. She integrates the resources of Merrill and Bank of America to assist clients in developing personalized wealth management strategies. Lisa holds a Bachelor's Degree from Stetson University and has earned the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, including the DeLand Breakfast Rotary Club, the Museum of Art - DeLand, Florida, and the Stetson Alumni Association. In addition to her professional work, Lisa contributes her time to volunteer and fundraising efforts for the Children's Cancer Foundation. Her professional philosophy emphasizes understanding clients' life priorities to create financial plans tailored to their individual goals and aspirations. Lisa collaborates with clients to develop flexible strategies that respond to changing market conditions while focusing on what matters most to them.

Leyton Evans is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Evans also has experience as an advisor assistant with Evans Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and tools to construct portfolios across various asset classes and offers both discretionary and non-discretionary management services.

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.

Derek Mears is a CFP® with 27 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Mears serves on multiple boards, including the Stetson Business School Foundation and the Housing Finance Authority of Volusia County, and is involved in several local nonprofit organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Berloff is a financial advisor with Wells Fargo Clearing in Deland, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Michael Elders is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an agent involved in life insurance and health insurance activities through his own business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with a focus on collaborative, goal-driven financial planning engagements.

Jeffrey Sochar is a financial advisor with Morgan Stanley in Deland, Florida, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Since 2015, he has worked with Morgan Stanley Private Bank, National Association, and has affiliations with Janus Management Holdings Corp and Janus Distributors LLC dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning and employs structured planning tools and proprietary investment models in its process.

Jeffery Ritchey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Deland, Florida. Outside of his advisory role, Ritchey is involved in community leadership as Vice President of United Methodist Men, Advisory Board Member of the Debary Art League, and President of the Deland Chamber of Commerce. 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 discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and provides overlay and tax-efficient services under a fiduciary standard.

Mary Brown Thibodeau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. She serves as a board member of Hope Resource Center, a nonprofit pregnancy center and women’s health clinic in Deltona, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Mathew Jemison is a financial advisor with Morgan Stanley in Deland, Florida, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the board and finance committee of the Volusia/Flagler Family YMCA, engaging in community and youth-focused activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including customized financial planning supported by approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning agreements.

Jeffery Pilate is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with The Brokers Network LLC and The Leaders Group Inc. Outside of his advisory role, he serves as the Central Florida Vice President for a three-wheel motorcycle riding club and is Secretary of a local church. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.