Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2016, along with experience in education services and other sectors. Outside of advising, he owns Lucky Buick Projects, a woodworking business. Primerica Advisors sponsors 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 utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes a decade at Truist Advisory Services and roles at the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Robert Taylor is a financial advisor with J.P. Morgan Securities in Heathrow, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 broker-dealer and investment adviser registrations, delivering its advisory services alongside affiliated brokerage and investment management capabilities.

James Boyd is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Gunby V is a financial advisor with Raymond James Financial in Deland, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Deloitte for two years and has experience in both academic and local education settings. Outside of advising, he serves as an independent contractor for Gunby & Company and is the CEO and managing member of Gunby Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Stephanie Kostakis is a financial advisor at Merrill with 14 years of industry experience. She has held her current role since 2016 and holds Series 63 and Series 66 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sean Tamm is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Deland, Florida. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation and commercial rental properties, with day-to-day management handled by others. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Carlton Buckley Jr. is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Capital Guardian Wealth Management LLC, Kovac Securities Inc, and Concourse Financial Group Securities Inc. In addition to his advisory role, he is involved in mortgage brokerage activities and provides notary services to an accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Jesse Plunkett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC in Sanford, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Nicholas Volence is a financial advisor with Merrill in Sanford, FL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Bank of America, Merrill, Suntrust, and Fresh Alternatives LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

Ana Arango is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Bank of America. Ana is based in Orange City, Florida. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Adams is a financial advisor with Wells Fargo Clearing in Lake Mary, FL, holding a Series 63 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Seth Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Maxwell Mrakuzic is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has also worked at Cetera and CETERA Advisor Networks LLC. His background includes roles outside finance, such as positions at Orlando Dinner Entertainment and Medieval Times Dinner & Tournament. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stanley Sargent serves as a Vice President and Resident Director at Merrill Lynch Wealth Management. With 43 years of experience in the financial services industry, including 33 years at Merrill Lynch, he assists clients in developing strategies to manage their financial futures. Stan is a 1980 graduate of the University of Florida Business School and has earned the Chartered Financial Consultant (ChFC) designation from The American College. Stan's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. He is a member of the Merrill Families of Children With Disabilities Program, which integrates strategies for families with special needs children. His approach emphasizes long-term financial strategies covering investments, insurance, and lending solutions, focusing on setting objectives, devising appropriate strategies, implementing advice, and actively reviewing progress. In addition to his professional work, Stan is involved with community organizations such as Nathaniel's Hope and Quest INC. He is also interested in baseball, cooking, football, golfing, and woodworking.

Leigh Lyon is a Series 66 licensed financial advisor with Edward Jones in Sanford, FL, where he has worked since 2008, accumulating 18 years of industry experience. He participates in several community and educational volunteer activities, including teaching financial literacy classes through Junior Achievement and supporting local public schools in Seminole and Orange counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions and a nationwide network of financial advisors.

Robert Ross is a financial advisor with LPL Financial in Lake Mary, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2014 and concurrently at First Federal (Scb&T) since 1999. Ross serves as a city council commissioner and non-profit board member for the City of Saluda, North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and alternative strategies.

Suzette Davis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. Prior to that, she worked at Laurette Joan Boutique in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.