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 with Bankers Life Advisory Services, Inc. in Daytona Beach, FL, holding Series 63 and Series 65 licenses. He has six years of industry experience and has also worked as a realtor and served as vice-president of the Silver Sands Civic Association, a volunteer community organization. Myers’s background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Kevin McCarthy is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Safe Harbor Financial Advisers since 2010 and owns McCarthy Insurance and Financial Services, Inc., which focuses on life and health insurance and annuities. He also provides seasonal tax return preparation services on a limited basis. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and incorporates various investment strategies and proprietary funds to implement client portfolios.

Jane Eddy is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, and has 39 years of industry experience. She previously worked at THE O.N. Equity Sales Company, LPL Financial, Ohio National Financial Services, and National Planning Corporation. Outside of her advisory role, she is involved in multiple insurance-related businesses and participates as a short-term treasurer for a local homeowners association legal committee fundraiser. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options, combining custody, execution, brokerage services, and third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer structure.

Michael Libardi Jr. is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. His previous roles include positions at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed portfolios combining proprietary strategies and third-party models.

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 at CWM, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Carson Wealth, Osaic Advisory Services, Arbor Point Advisors, and Securities America. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

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.

Carol Dewey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. She has previously worked at Perpetual Wealth Financial, Gradient Advisors, LLC, and Guardian Pointe Private Wealth Management, LLC. Dewey is also the owner of College Funding Strategies, LLC, which provides insurance and college planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and provides services through a large network of affiliated offices.

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 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 in Ormond Beach, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been associated with PFS Investments Inc since 2011 and Primerica Financial Services since 2010. Outside of his advisory role, Baxi is a professional speaker, author, and business coach through Minesh Baxi & Associates LLC, where he conducts seminars and coaching programs for business owners and has contributed to and authored several business-related publications. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and employs model-driven investment strategies supported by recognized asset managers and custodians.

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 at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2007. Outside of her advisory role, she is involved in part-time referrals for home security and automation products and co-owns a real estate entity in Ormond Beach, Florida. Primerica Advisors manages 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 uses model-driven investment strategies supported by third-party asset managers and custody services.

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.