R Chris Roney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes sixteen years at Lincoln Financial Securities Corporation and roles with Osaic FS, Inc. He is involved with several business entities not related to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering a range of advisory and brokerage services.

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 and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. In addition to his advisory work, Harman owns and manages Harman Homes, a home building and remodeling business. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

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 financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Signator Investors. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a broad range of investment services.

Brent Gerhardt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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 technology and a large network of over 22,800 advisors.

Donald Murtaugh is a financial advisor with Thrivent Investment Management in Ormond Beach, FL, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Advisors, LPL Financial, and UBS Financial Services. Murtaugh was also associated with Cowan Financial Group as an investment-related activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning across various topics without managing implementation. The firm emphasizes goal-based analyses and allows clients to unify planning with managed accounts under a consolidated billing option called “WealthPlan.”

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 Series 66-registered financial advisor with Edward Jones in Ormond Beach, Florida. She has nine years of industry experience and has been with Edward Jones since 2016. In addition to her advisory role, she provides software assistance to established clients through a separate business activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial 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.

Kara Miller is a Series 66-licensed financial advisor with Edward Jones in South Daytona, FL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Walter is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Peter Bazanos is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 credentials. Bazanos has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and asset allocation within a managed account framework.

Cindy Abramovic is a financial advisor at Ameriprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Abramovic is involved in a commercial real estate ownership venture outside of her advisory role. Ameriprise Financial Services is a large diversified firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.

Michaela Pryor is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and New York Life. Outside of her advisory role, Michaela serves on the Board of Directors for the Rotaract Club of DeLand and participates on the finance committee of the Junior Service League of DeLand, a nonprofit organization focused on community improvement and volunteerism. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning advice, leveraging proprietary research, algorithmic tools, and a collaborative approach between a centralized service team and the client’s financial advisor.

Laurianne Oliveira is a Financial Solutions Advisor at Merrill Lynch Wealth Management. She specializes in helping clients identify their financial priorities and develop strategies to pursue their financial goals. Laurianne holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned her bachelor's degree from UNINASSAU. Her approach focuses on uncovering what matters most to clients and their families to tailor financial planning accordingly.

Kenneth Mcafee is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, using structured financial planning processes and firm-supported analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial plans and institutional investment products.

Jerri Murray is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2009. Murray holds a Series 63 designation and serves as a trustee for a family trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kris Stockhammer is a financial advisor with LPL Financial in Ormond Beach, Florida, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at several firms, including Space Coast Credit Union, PNC Wealth Management, Stifel, and Merrill. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.