Sarah Smith is a financial advisor with Eagle Strategies (NY Life) based in Daytona Beach, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Smith also works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Mitchell is a financial advisor with Transamerica Financial Advisors in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2016 and has roles in several other business ventures, including Net Law Group Inc. and Maine Business Retreat LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of advisory and broker-dealer services with both fee-based and commission-based programs.

Chad Anderson is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Fifth Third Securities since 2024 and previously operated his own advisory practice from 2019 to 2023. Outside of his financial advisory career, he creates content for the YouTube channel Success For Breakfast. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed strategies and tax-efficient techniques.

Barbara Selig is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

James Myers is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Bankers Life Securities, Inc. and Volusia County Schools. Outside of advising, he serves as Vice-President of the Silver Sands Civic Association and works independently as a licensed realtor in Florida. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, largely focusing on individual clients rather than corporate business.

Kevin McCarthy is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Safe Harbor Financial Advisers since 2010 and McCarthy Insurance and Financial Services, Inc. since 2002. In addition to advisory work, he provides seasonal tax return preparation services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only pilot for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists and implements investments via mutual funds and ETFs with annual rebalancing.

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.