Thomas Ventura is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and bringing 23 years of industry experience. He has worked with several firms, including Encompass Investments and Bright Trading. Ventura is also involved in multiple real estate ventures, serving as president for several property management and consulting companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of financial advisors, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Abigail Santiago Monroe is a financial advisor with Ameriprise in Palm Coast, FL, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its predecessor entities since 1991. Outside of her advisory role, she serves in fiduciary capacities such as trustee and executor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Jason Ebding Sr. is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2022. Prior to joining LPL Financial, he worked at Bank of America and Merrill for 13 years. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Donn Rutledge is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Sii Investments, Morgan Stanley, and Citigroup Global Markets. He is currently based in Palm Coast, FL. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment options.

Adam Bornstein is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Cetera and founding Bornstein Financial. Outside of his advisory role, he owns a nonprofit youth soccer team and manages an installment sale of vacant land through separate business ventures. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kris Stockhammer is a financial advisor with LPL Financial in Ormond Beach, Florida, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at several firms, including Space Coast Credit Union, PNC Wealth Management, Stifel, and Merrill. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Vasseur is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Gerhardi Underhay is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2003. Outside of his advisory work, he owns Hardys Horse Haven, LLC, a business involved in property maintenance. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Flannery is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at OSAIC and Investment Advisors Asset Management, LLC. Outside of advising, he is involved in selling non-variable insurance products such as term life and fixed annuities. 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, third-party asset management, and institutional platforms.

David Fowler is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 license and 18 years of industry experience. He has worked at LPL Financial since 2016 and previously at VOYA Financial Advisors from 2014 to 2016. Fowler is also associated with Alliance Financial Partners Inc., a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by extensive advisory tools and a broad network of investment adviser representatives.

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 at Merrill with 13 years of industry experience. She holds a Series 66 designation and 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gavin Gaines is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He previously worked at Kanen Wealth Management LLC and Fidelity Brokerage Services LLC. 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, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Connor Fiorenzo is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and E*Trade Securities LLC. He is based in Palm Coast, Florida. 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 a large 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 credentials and has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.