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.

Stephanie Kostakis is a financial advisor at Merrill with 14 years of industry experience. She has held her current role since 2016 and holds Series 63 and Series 66 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sean Tamm is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Deland, Florida. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation and commercial rental properties, with day-to-day management handled by others. 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.

Carlton Buckley Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Kovac Securities Inc, Capital Guardian Wealth Management LLC, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in mortgage brokerage and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to multiple managers, with over 10,000 advisors and $256 billion in assets under management.

Jesse Plunkett is a financial advisor with LPL Financial in Sanford, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Nicholas Volence is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and SunTrust and has been with Merrill since 2018. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ana Arango is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Bank of America. Ana is based in Orange City, Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Fillion is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Truist and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Patricia Adams is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a two-year tenure at Morgan Stanley. Outside of her advisory role, she is a notary public in Lake Mary, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics with a range of brokerage and advisory solutions, supporting over 14,000 financial advisors and managing approximately $671 billion in assets.

Phillip Smeltzer is a financial advisor with Ameriprise in Athens, OH, holding a Series 66 designation and having 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a tree farm and rental real estate holdings through several LLCs. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored advice primarily for clients holding assets in Ameriprise managed accounts.

Seth Jones is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model portfolios, incorporating ESG criteria when appropriate.

Maxwell Mrakuzic is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has also worked at Cetera and CETERA Advisor Networks LLC. His background includes roles outside finance, such as positions at Orlando Dinner Entertainment and Medieval Times Dinner & Tournament. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Hasley is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1994 and with MassMutual Life Insurance Co since 1993. Outside of his advisory role, he serves as president of Eta Pi House, Inc., a nonprofit organization providing student housing for members of the Sigma Chi fraternity at the University of Central Florida, and acts as treasurer for Villages Ducks Unlimited, a local nonprofit chapter. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships that utilize firm-approved analytical tools.

Stanley Sargent is a Resident Director and Financial Advisor with extensive experience in the financial services industry, including over three decades at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, and personal retirement planning, among other areas. He is involved with the Merrill Families of Children With Disabilities Program, which focuses on integrating strategies for families with special needs children. Stanley earned a Bachelor's Degree from the University of Florida Business School and holds the Chartered Financial Consultant (ChFC) designation, along with the Personal Investment Advisor (PIA) credential. His approach to wealth management centers on long-term financial strategies tailored to clients' goals and risk tolerance. In addition to his professional work, Stanley participates in community involvement through organizations such as Nathaniel's Hope and Quest INC. His personal interests include baseball, cooking, football, golfing, and woodworking.

Leigh Lyon is a Series 66 licensed financial advisor with Edward Jones in Sanford, FL, where he has worked since 2008, accumulating 18 years of industry experience. He participates in several community and educational volunteer activities, including teaching financial literacy classes through Junior Achievement and supporting local public schools in Seminole and Orange counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions and a nationwide network of financial advisors.

Robert Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2014 and has been with First Federal (Scb&T) since 1999. Ross serves as a city council commissioner on the board for the City of Saluda, North Carolina. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Suzette Davis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014. Prior to that, she was employed at UBS Financial Services and briefly operated Laurette Joan Boutique. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Daniel Hughes is a Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aligned with their goals and changing market conditions. Daniel leverages the investment insights of Merrill and the banking services of Bank of America to support clients' financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniel completed his high school education at Wildwood High. His approach emphasizes understanding what matters most to clients and their families to help create effective strategies aimed at pursuing their financial goals.

Jesse Anderson is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has a background that includes 13 years at Bank of America and Merrill. Anderson is also involved in managing support companies that facilitate his advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

David Welsh is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.