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.

Christopher Klinck is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Capital City Bank, LPL Financial, and other firms prior to joining J.P. Morgan Securities. 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 recommendations on a non-discretionary basis.

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 designations and bringing 19 years of industry experience. He has worked at Citigroup Global Markets since 2006 and has been with Morgan Stanley Smith Barney since 2009, joining Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Caren Cardin is a financial advisor with Ameriprise in Daytona Beach, FL, holding a Series 66 designation and 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing 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 personalized retirement planning through a centralized consulting team.

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.

Gage Kasbeer is a financial advisor with Merrill in Daytona Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, he worked at Raymond James Financial Services and Fleishel Financial Associates. He also has work experience at Stetson University and Publix. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Brian Wheeler is a financial advisor with Ameriprise in Port Orange, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Mcrobert is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds a Series 63 designation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and asset allocation guidance to support client decisions.

Pedro Dash is a financial advisor with Primerica Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and a limited number of separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

James Lane is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Brooks Rehabilitation, Duke University, and Stetson University. Outside of his advisory role, Lane serves as an ambassador for the Port Orange South Daytona Chamber of Commerce, welcoming new members and facilitating introductions at local events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Harman III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Outside of his advisory work, he owns and manages Harman Homes, a home building and remodeling business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies.

Scott Carter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as president of the board of directors for the Kingston Tower Condominium Association in Daytona Beach Shores, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Catherine Reilly is a Series 66-licensed financial advisor with Morgan Stanley in Ormond Beach, FL, and has 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for over a decade. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Donald Murtaugh is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Advisors, LPL Financial, and Cowan Financial Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, with an option to combine planning and managed-account services through its WealthPlan program.

Stephanie O'Donnell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, currently also associated with Bank of America. Outside of her advisory role, she serves as a general partner in a family LLC related to real estate, with minimal involvement. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joanna Lemire is a financial advisor with Edward Jones in Ormond Beach, FL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously operated JL Financial Solutions, LLC for 25 years. Outside of financial advising, she assists established clients with computer software updates through a small business in Daytona Beach. 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 wide range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Hannah Van Newkirk is a CFP® and holds a Series 66 license, with three years of industry experience. She currently works at Stifel Nicolaus & Company Inc., where she has been employed since 2022. Prior to this, she held positions in financial accounting and tax, as well as roles in the food supply industry. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.