Michael Libardi Jr. is a CFP® professional with 27 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. Prior to that, he spent 13 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies that are monitored and periodically rebalanced by an Investment Strategy Committee.

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

Roger Augustyn is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and 39 years of industry experience. His career includes roles at Carson Wealth, Osaic Advisory Services, Arbor Point Advisors, Securities America, WealthPLAN Partners, and Financial Solutions, Inc. He is based in New Smyrna, Florida. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools to serve its diverse client base.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He founded Planned Giving Consultants, LLC, which focuses on planned gift fundraising strategies. He is also involved with several nonprofit boards, including the March of Dimes Philadelphia Market Board and the Jefferson Health Care Foundation. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and employs a combination of proprietary and third-party model portfolios.

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized team, emphasizing in-person coaching and an employee-ownership structure.

Dennis Roche is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at PNC Wealth Management. His prior work includes roles at Suntrust Advisory Services, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies executed via mutual funds and ETFs.

Christine Utter is a CFP® with 29 years of industry experience and is affiliated with Truist Advisory Services. She has been with SunTrust Advisory Services LLC since 2016 and with Suntrust Investment Services, Inc. since 1997. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Furlong is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options across diversified portfolios and long-term strategies.

Michael Mills is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory work, Mills serves as an interim youth leader at the Korean Church of Knoxville, where he occasionally delivers sermons to the youth group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated financial products, operating under a fiduciary standard and maintaining one of the largest advisor networks in the industry.

Minesh Baxi is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and operates Minesh Baxi & Associates LLC, where he serves as a professional speaker, author, and business coach. Baxi has co-authored and contributed to several business and financial publications and owns Minesh AI Solutions. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies managed by third parties and supports trade execution and custody through established custodians.

Giuliana Scagliotti is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Selin Timur is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 license and five years of industry experience. Prior to joining Morgan Stanley in 2021, Timur worked at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Outside of advising, Timur is a partner in Niles Technology Inc., a wholesale and distribution business based in Lake Mary, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.

Kimberly Kennovin is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 63 designation and 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Jaclyn Hall is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has been with Primerica Advisors since 2007 and with Primerica Financial Services since 2005. Outside of her advisory role, she is involved in the sale of loan products, home security and automation referrals, and has ownership interest in a local real estate business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models supported by BNY Mellon Advisors and Pershing.

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.

Adam Kearney is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2010. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, with services including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through corporate agreements.