Donna Higbee is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. She began her career on the trading floor of a regional investment firm in Clearwater, Florida, gaining a foundational understanding of market dynamics. She expanded her expertise by working for six years at Morgan Stanley's global headquarters in New York City, focusing on market strategy, client service, and investment management. Donna holds a Bachelor's degree from Stetson University and earned the CERTIFIED FINANCIAL PLANNER® designation in 2007. Her professional expertise encompasses investment management and financial planning, enabling her to help clients with college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Beyond her professional role, Donna has been involved in community service through board memberships, including the Krewe of Amalee. She is also an avid runner, having completed five marathons, and enjoys reading and spending time with her family.

Francis Cerovac is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Dean Cobb is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in insurance and retail sectors. Edward Jones is a full-service wealth management firm serving more than 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.

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

Evin Lynch is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Momentum Management and has a background that includes a role with the Thoroughbred Baseball League. 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 strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Shawn Walton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Zuber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2017, following prior roles at PNC Investments and PNC Bank. 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 offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

David Petracca is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Primerica Advisors. He serves on the board of directors for United Way in Daytona Beach, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Evans is a CFP® professional affiliated with OSAIC, based in Debary, Florida, with 41 years of industry experience. He worked at FSC Securities Corporation for 39 years before joining OSAIC in 2023. Evans also serves as a notary public and is president of Evans Advisory Group, a privately held business entity. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of brokerage, advisory, and managed-account services, utilizing advanced asset allocation and portfolio management tools.

Kyle Jensen is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Carson is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement planning advice.

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL. She holds a Series 66 designation and has 14 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2020. 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.

Galin Crist is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. His prior experience includes roles at Raymond James Financial Services and Wynn Financial Group. Outside of his advisory work, he serves as President on the Board of Directors of a nonprofit organization. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise since 2013, working through its related entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Louis Robertson Jr. is a financial advisor with Robertson Advisory, Inc. in Deland, FL, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and has operated Robertson Advisory, Inc. since 1986. Outside of advising, he serves on the board of Mustard Seed Publishing, Inc., which publishes the DeLand Beacon Newspaper. Robertson Advisory, Inc. is an independent firm providing financial planning and advisory services primarily on an hourly rate basis.