Simon Fisher is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked previously at Keyes Stange & Wooten Wealth Management and Built Technologies. Simon serves as a director on the South Daytona Lions Club board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on various planning topics without implementation services. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach while maintaining separate planning and portfolio management functions.

Cheri Lisko is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Hobby Lobby for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Kuzma is a financial advisor at Edward Jones in Daytona Beach, FL, holding a Series 66 designation with two years of industry experience. Prior to his financial advisory career, he served with the Orlando Police Department for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors.

Molly Shoup is a financial advisor with Ameriprise in Daytona Beach, FL, holding a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, she occasionally works as a Mary Kay consultant, selling skincare and makeup products on a limited basis. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Adam Kearney is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2010. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, with services including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through corporate agreements.

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 with Merrill in Daytona Beach, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Merrill Lynch since 2001. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Christopher Mellon is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones and Raymond James & Associates. Mellon has been with Ameriprise since 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach includes a centralized service team that provides written Recommendation Reports and ongoing advice, operating within a defined investment universe influenced by affiliated product relationships.

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 at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charities, and government entities. The firm offers tailored, primarily non-discretionary advisory services supported by risk-based reviews and has notable involvement in municipal and public finance through its affiliate network.

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.