Selin Timur is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 license and five years of industry experience. Prior to joining Morgan Stanley in 2021, Timur worked at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Outside of advising, Timur is a partner in Niles Technology Inc., a wholesale and distribution business based in Lake Mary, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.

Kimberly Kennovin is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 63 designation and 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Jaclyn Hall is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has been with Primerica since 2005, working in advisory and financial services roles. Outside of her advisory activities, she is involved with Primerica Mortgage and Primerica Client Services, handling referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies provided by unaffiliated asset managers and supports clients through a large network of advisors and offices.

Rebecca Wolf is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she spent five years working at Advent Health. Outside of her advisory role, she serves as a notary for Edward Jones documents and occasionally notarizes for friends. 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 strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Andrew Foster is a financial advisor with Edward Jones in Port Orange, Florida, holding a Series 66 designation and bringing six years of industry experience. He worked at Americrown Service, LLC/Americrown Service Corporation for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Simon Fisher is a financial advisor with Thrivent Investment Management based in Ormond Beach, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Thrivent, he worked at several firms including Keyes Stange & Wooten Wealth Management, Built Technologies, Computer Services Inc., The Copper River Group, and First International Bank and Trust. Outside of his advisory role, he serves as a director on the board of the South Daytona Lions Club, a community service organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning across a broad range of topics. The firm’s approach separates planning services from managed accounts and does not provide discretionary portfolio management for institutional clients.

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, holding a Series 66 designation and having three years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, she sells skincare and makeup products as a Mary Kay consultant on a limited, informal basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Adam Kearney is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he held positions at Merrill, Banc Of America Investment Services, Inc., and Prudential Equity Group, LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools, focusing on advisory services without individual security recommendations in standalone plans.

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.

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 with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 66 license. He has 35 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. In addition to his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.

Alonia Holmes is a financial advisor at Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments for three years and has held various roles across the financial and retail sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

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.

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.