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. Handlin operates under Handlin Wealth Management, a business related to his advisory services at LPL. 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 financial planning and investment management services and supports advisors with model portfolios, third-party subadvisors, and technology tools.

Jason Morgan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Edward Jones in Ormond Beach, FL. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Timothy Cawley is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He previously worked at Lincoln Financial Advisors from 2008 to 2025. Cawley is also an insurance agent offering fixed and indexed annuities as well as traditional life insurance products. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, delivering brokerage and advisory services through a large multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of program options such as Unified Managed Accounts and third-party money manager solutions.

Chad Johnson is a financial advisor with Morgan Stanley in Ormond Beach, Florida, holding a Series 66 credential and 22 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, he serves on the executive committee of the Larry and Marianne Williams Family Foundation and is a council member of the Florida State University Institute for Public Affairs in the UK. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Jason Frederick is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, he was employed at CHC Consulting Group, Family Health Source, Security First Insurance, and held positions at the University of Central Florida and Daytona State College. He serves as a trustee on the City of Ormond Beach Police Pension Trust Fund Board. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Calkins, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2010 following experience with another investment firm in the region. Jamie works with both individuals and businesses to help them achieve their short-term and long-term financial goals through tailored financial strategies. His approach involves meeting clients one-on-one to understand their unique needs and developing personalized plans for asset growth, preservation, or income provision. He holds a bachelor's degree in Finance from Stetson University with minors in Marketing and Management Information Systems. Jamie is a Certified Financial Planner and a Personal Investment Advisor. His consultative and objective approach includes listening closely to clients' financial situations, offering guidance on asset allocation aligned with their income and growth expectations, and discussing a broad range of services including investments, retirement, estate planning, and philanthropy. Jamie is actively involved in his community, participating in organizations such as the Anglers Yacht Club and the Southeast Volusia Chamber of Commerce, where he has served as Past President. He has also served on the New Smyrna Beach Planning and Zoning Board and supports various local initiatives including the Southeast Volusia Holiday Boat Parade. Jamie resides in New Smyrna Beach, Florida with his family and enjoys boating, fishing, pickleball, reading, and surfing.

James Oldham is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages administrative and payroll functions for his financial planning practice through a separate business ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 24 years of industry experience. He has worked at several firms including PNC Wealth Management and Cetera before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm utilizes centralized due diligence with both quantitative and qualitative research and offers a program that incorporates ESG considerations and broader derivatives capabilities.

Kevin Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, he was self-employed for one year and worked at Del Mar Fans & Lighting for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Sabrina Kelly 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. She has been with Morgan Stanley since 2013. Outside of her advisory role, she works as an independent contractor for Market Force Information, conducting mystery shopper assignments. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Colin Gray is a financial advisor with Cambridge Investment Research Advisors in Port Orange, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at LPL Financial and National Planning Corporation. Outside of advisory work, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and third-party advisers while managing a multi-billion dollar asset base.

Nelli Gruber is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including a concurrent role at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Klinck is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital City Bank and LPL Financial. Prior to his finance career, Klinck spent 14 years at Oceanside Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s process combines quantitative and qualitative manager research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Shannon Barnwell is a Senior Financial Advisor with Merrill Lynch Wealth Management in Daytona Beach. She currently holds the Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), and Certified Plan Fiduciary Advisor® (CPFA) designations. Shannon has been in the financial industry for 27 years and focuses on developing personalized wealth management strategies tailored to individual client goals. Her approach emphasizes understanding clients’ financial positions in detail, implementing customized investment programs, and maintaining ongoing communication to adapt to changing circumstances. Shannon’s expertise covers a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients’ other professional advisors, such as attorneys and accountants, to address estate and wealth transfer planning as well as tax minimization strategies. Her educational background includes a High School Diploma from Mainland High School, an Associate's Degree from Daytona State College, and attendance at the University of Central Florida without degree conferment. Outside of her professional role, Shannon participates in community volunteering activities and enjoys personal interests such as adventure sports, biking, boating, hiking, reading, running, traveling, and spending time with her family.

Marc Nilsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and sophisticated modeling tools, while managing approximately $2.74 trillion in client assets.

Caren Cardin is a financial advisor at Ameriprise with 26 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Natalie Tran is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in the chiropractic field for seven years, including roles at Ormond Beach Chiropractic LLC and Gingras Chiropractic Clinic. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Strong is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley and its affiliated entities between 2007 and 2019. Outside of finance, he is involved in family farming, with ownership in Strong Family Farm established in 1890. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Alexis Lenssen is a financial advisor with Ameriprise in De Land, Florida, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Ameriprise since 2020 and previously spent 13 years with Raymond James & Associates. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Erwin Sprunk is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles beginning in 2025, he worked for Northrop Grumman for 12 years and was retired from 2021 to 2025. Outside of advisory work, Sprunk is a sales associate with Homes of America and serves on the Credit Risk Oversight Committee of NASA Federal Credit Union, where he provides oversight based on his engineering and risk management background. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with access to various investment strategies and custodial arrangements.