Ethan Vineyard Martino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial and Handlin Wealth Management in 2025, he worked at Publix for five years and was involved with Rachael Kasie Designs LLC for a period in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Elaine Pavlakovic is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Hawes is a financial advisor with LPL Financial in New Smyrna Beach, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and SPC. He is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

James Reardon III is a financial advisor with Edward Jones in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as Trustee and Chairman of the Port Orange Fire/Rescue Pension Board. 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.

Derek Mears is a CFP® with 27 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Mears serves on multiple boards, including the Stetson Business School Foundation and the Housing Finance Authority of Volusia County, and is involved in several local nonprofit organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kim Halle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kim worked at HUB Financial Inc. and held roles at McGill University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Putman is a financial advisor at LPL Financial with 43 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Sigma Planning Corporation, Sigma Financial Corporation, American General Insurance Co, and Equico Securities, Inc. In addition to his advisory work, he is involved in selling group health, life, dental, and disability insurance. 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 access, and institutional platforms, with advice delivered through a large network of investment adviser representatives using diverse investment strategies.

William Stevens is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in helping clients meet their financial needs. He works closely with individuals and families to develop personalized wealth management strategies that align with their goals, focusing on areas such as education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing. His approach centers on understanding clients’ life priorities to create flexible, tailored financial plans. William’s expertise includes retirement planning and income strategies, assisting clients with a range of retirement plans including IRAs, Roth IRAs, Simplified Employee Pension (SEP) plans, and SIMPLE plans for small businesses. He also advises on distribution options for employer-sponsored retirement assets. Holding the Personal Investment Advisor (PIA) designation, William’s educational background includes studies at Western Michigan University and the University of Toledo. Outside of his professional role, William participates in community volunteering consistent with Merrill’s tradition of community involvement. His personal interests include camping, fishing, football, ice hockey, music, skiing, traveling, and spending time with his family.

Glenn Stempler is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2013, following a two-year period at Grove Point Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Peter Arnold is a Series 66 licensed financial advisor with Edward Jones in Edgewater, FL, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked with Gameface Media and H&R Block. He hosts the "Support is not Silent" podcast, which focuses on the experiences of spouses and partners involved in family court issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Dean Bell is a financial advisor at Osaic Wealth Inc with 40 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at SPC and Sigma Financial Corporation for ten years each. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and insurance products through his own firm, Bell & Associates. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and automated rebalancing to manage portfolios that may include a wide range of investment products.

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.

Michelle Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Mark Jones is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992, currently serving as a financial advisor at their New Smyrna Beach, FL office. Outside of his advisory role, he is involved in managing business expenses for a financial advisory team and is co-owner and vice president of a restaurant investment. Ameriprise is an institutional firm that offers a retirement-income planning service targeting clients with significant investable assets. Their approach combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations primarily for clients nearing or in retirement.

Mark Leighton is a financial advisor with Morgan Stanley in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at various Morgan Stanley entities since 2006 and previously at Citigroup Global Markets from 2004 to 2006. Outside of his advisory role, he is a silent partner in a small business venture with his brother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved planning tools and models.

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.

Alan Sollis is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for nine years at Ultimate Auto Group. Edward Jones is a full-service wealth management firm serving more than four million clients across individual, institutional, and charitable sectors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branches.

Manuel Chavez is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors, Cambridge Investment Research, Morgan Stanley, and Edward Jones. He has maintained involvement with Clarity Financial Wealth Management since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Harris is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes multiple roles within Cetera-affiliated firms since 2019 and over two decades at Premier Planning Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios, third-party managers, and customizable strategies.

Cameron Roney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Pilot Financial. He has also held roles at various golf and ski clubs as well as educational institutions. 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 through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.