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.

Scott Adams is a financial advisor with Edward Jones in Port Orange, FL, holding the Series 63 and Series 65 designations and possessing 32 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2018. Adams also serves as a professor, teaching online courses at Indiana Wesleyan University since 2004 and at Taylor University from 2000, with his contract at the latter concluding this year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Rodney Meyering is a financial advisor with Ameriprise in Ormond Beach, FL, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service supported by algorithmic tools and a dedicated oversight committee.

Suzan Harrington is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include nearly a decade at Merrill and over four decades at Bank of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling techniques, serving clients directly and through corporate financial planning agreements.

Edwin Jones is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at LPL Financial and National Planning Corporation. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Alonia Holmes is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and Enhanced Resource Center. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Richard Linn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following four years at Solera Autopoint. He holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bella Khamitsaeva is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides resources and advice spanning general investing, retirement planning, and saving for unexpected expenses. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Bella holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Daytona State College. Her professional approach focuses on helping clients identify what matters most to them and their families, enabling the creation of personalized financial strategies.

Robert Hall III is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Truist Advisory Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicholas Stockhammer is a financial advisor at Stifel with one year of industry experience. He previously worked at Project Management Advisors and Whiting Turner Contracting Company, and has five years of experience at the University of Florida. He serves as treasurer of the University of Florida Alumni Club in Daytona Beach/Volusia County, where he helps plan events and manages the club’s checking account. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group that informs asset allocation and planning analyses.

Erin Masters is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2017. Her prior experience includes roles at Raymond James Financial Services and United Healthcare Sales. She is also involved in independent insurance brokering with multiple companies. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily delivered through Ameriprise-managed accounts.

William Berezansky is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing two years of industry experience. He previously worked at KPMG for nine years. Berezansky serves as a board member of the Rotary Club of Flagler Beach and volunteers as a mentor for SCORE, assisting small business owners and entrepreneurs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and supports combining planning with managed-account programs under a consolidated billing option.

John Demers is a financial advisor with Wells Fargo Advisors, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Integrative Wealth Management, LLC, and Finet. John Demers LLC, businesses related to investment management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether and how to implement recommendations through brokerage or advisory programs.

Michael Morelli is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Equitable Advisors and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Spectrum, and Prime Communications. Outside of his advisory role, he is a health insurance agent, enrolling clients in Medicare and ACA contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a documented client intake process.

Kathryn Morrish is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2024. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Simon Heaster is a Financial Advisor with Merrill Lynch Wealth Management, based in the Daytona Beach branch after beginning his career in Orlando in 2022. He applies a comprehensive approach to wealth preservation and growth, focusing on understanding and responding to his clients' individual needs and objectives. Simon provides portfolio advisory services, recommending strategies, funds, or portfolios from Merrill or approved third-party investment managers. He leverages Merrill's investment insights and the banking convenience of Bank of America to address various aspects of clients' financial lives, building customized, goal-based plans to help clients manage their wealth effectively. Simon holds a Bachelor's degree in Finance and Real Estate and a Master of Science in Finance, both from the Miami Herbert Business School at the University of Miami. He has a background in data analytics, financial analysis, and portfolio management. His professional designations include Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Ormond Beach, Florida, Simon is involved with local charities and organizations within Volusia County and Ormond Beach. He serves as treasurer for the Volusia Young Professionals Group and is a board member of the City of Ormond Beach's Aviation Advisory Board. Outside of his professional work, Simon enjoys CrossFit, golf, fishing, flying as an FAA Certified Commercial Multi-Engine Pilot with over 700 hours of flight time, and traveling with family and friends to the Florida Keys.

Steven Pantuso is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory work, he maintains a personal hobby of building and repairing fishing gear. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by proprietary research and model manager options.

Adam Kennedy is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He has been with Morgan Stanley since 2009, currently serving in their Private Bank since 2015. Kennedy is based in Ormond Beach, Florida. Outside of his advisory role, he is involved in managing several rental properties, with his wife handling day-to-day operations. Morgan Stanley Wealth Management provides a broad range of advisory programs, serving both individual and institutional clients with financial planning and investment management services. The firm employs a structured planning process supported by firm-approved tools and offers diversified investment strategies.

Nathan Handlin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.