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.

Robin Virden is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley for five years and held positions at SunTrust Advisory Services LLC and Cramer & Rauchegger Inc. Outside of advisory work, he is the sole member of an investment-related trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for brokerage or advisory program implementations.

Michael Horn is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His previous roles include positions at LPL Financial and repeated engagements at Clemson University. He has also been involved with an entity called Chicken or the Egg. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with clients having discretion over implementation through brokerage or advisory programs.

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.

Danny Waller II is a financial advisor with Wells Fargo Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over 15 years. Waller also owns and operates DAN WALLER LLC, an investment-related practice based in Port Orange, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

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.

Wesley Hollan is a financial advisor with Wells Fargo Advisors and holds a Series 66 credential. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Hollan also owns WES HOLLAN LLC, a financial practice based in Ormond Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Chad Parsons is a financial advisor with J.P. Morgan Securities, holding CFP® and multiple securities licenses, and has 17 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Parsons serves as president and board member of the Ormond Beach Youth Baseball & Softball Corp., a nonprofit organization promoting youth sports in his community. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations that clients execute independently.

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.