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.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Osaic FA, Inc. and has been with Park Avenue Securities and Guardian Life since 2007. Outside of his advisory role, he is the founder and president of Planned Giving Consultants, LLC, and serves as a board member for several nonprofit organizations, including the March of Dimes Philadelphia Market Board and Jefferson Health Care Foundation. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships through proprietary programs and third-party platforms.

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 with Edelman Financial Engines in Daytona Beach Shores, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and spent 11 years at The Mutual Fund Store prior to that. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across diversified portfolios and various product exposures.

Michael Mills is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of his advisory role, he serves as an interim youth leader at the Korean Church of Knoxville, occasionally delivering sermons to the youth group. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Minesh Baxi is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of advising, Baxi is a professional speaker, author, and business coach, running Minesh Baxi & Associates LLC, where he conducts seminars and coaching programs for business owners. He has authored several books and contributes to business and economic publications. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services through a large network of advisors using model-based investment strategies developed by third-party asset managers.

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, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has been with Primerica since 2005, working in advisory and financial services roles. Outside of her advisory activities, she is involved with Primerica Mortgage and Primerica Client Services, handling referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies provided by unaffiliated asset managers and supports clients through a large network of advisors and offices.

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.

Simon Fisher is a financial advisor with Thrivent Investment Management based in Ormond Beach, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Thrivent, he worked at several firms including Keyes Stange & Wooten Wealth Management, Built Technologies, Computer Services Inc., The Copper River Group, and First International Bank and Trust. Outside of his advisory role, he serves as a director on the board of the South Daytona Lions Club, a community service organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning across a broad range of topics. The firm’s approach separates planning services from managed accounts and does not provide discretionary portfolio management for institutional clients.

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 at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he held positions at Merrill, Banc Of America Investment Services, Inc., and Prudential Equity Group, LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools, focusing on advisory services without individual security recommendations in standalone plans.

Danielle Vayner is a financial advisor at Edward Jones with Series 66 registration and five years of experience at the firm. Prior to joining Edward Jones, she held roles at Salon Blu, Vol(ts) LLC, The Beautiful Group LLC, and Regis Corporation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a large nationwide network of advisors and branches.

Susan Finley is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill Lynch since 2001 and holds Series 63 and Series 65 designations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.