Lisa Ogram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in DeLand, Florida. She has been practicing in this role since 2008, providing clients with personalized wealth management strategies that consider their full financial picture and life priorities. Lisa collaborates with clients to develop flexible plans tailored to their individual goals and aspirations, and leverages investment insights from Merrill alongside banking and lending solutions from Bank of America. Her expertise includes goal setting, investment implementation, banking, asset and liability management for individuals, families, and businesses. Lisa holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Stetson University. Lisa is actively involved in her community through volunteering and fundraising with organizations such as the DeLand Breakfast Rotary Club, Museum of Art - DeLand, Florida, and the Children's Cancer Foundation. She is also a member of the Stetson Alumni Association.

Elaine Pavlakovic is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Daly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Raymond James & Associates, Charles Schwab, and various Wells Fargo entities. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Leyton Evans is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Evans also has experience as an advisor assistant with Evans Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and tools to construct portfolios across various asset classes and offers both discretionary and non-discretionary management services.

Viktoriya Frye is a Financial Advisor at Merrill Lynch Wealth Management, where she began her career in the financial services industry in 2005 and joined Bank of America in 2014. She works with ultra-high-net-worth individuals, multigenerational families, business owners, and executives, providing strategic guidance across investment management, wealth preservation, lending and liquidity solutions, business planning, and multigenerational wealth transfer. Viktoriya holds a Bachelor's Degree from The National Transport University and holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She leverages the full suite of Merrill Lynch and Bank of America resources to deliver customized financial strategies that align with her clients' goals, values, and long-term visions. Her approach is relationship-driven, emphasizing discretion, responsiveness, and service to help clients preserve, grow, and transfer wealth confidently across generations. In addition to her professional work, Viktoriya is involved in community organizations such as AHI-AOV Martial Arts Institute, Atlantic Center for the Arts, CUDAS Swim, EAC, and First Baptist Church.

Stanley Stockhammer is a CFP® professional with 32 years of industry experience, currently serving at Stifel since 2009. He is based in Daytona Beach, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member of The Shoreham Beach Association, Inc. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategy is supported by a proprietary methodology that utilizes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

James Reardon III is a financial advisor with Edward Jones in Port Orange, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as Trustee and Chairman of the Port Orange Fire/Rescue Pension Board. 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.

Derek Mears is a CFP® with 27 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Mears serves on multiple boards, including the Stetson Business School Foundation and the Housing Finance Authority of Volusia County, and is involved in several local nonprofit organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Berloff is a financial advisor with Wells Fargo Clearing in Deland, Florida, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeffrey Sochar is a financial advisor with Morgan Stanley in Deland, Florida, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Since 2015, he has worked with Morgan Stanley Private Bank, National Association, and has affiliations with Janus Management Holdings Corp and Janus Distributors LLC dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning and employs structured planning tools and proprietary investment models in its process.

Kim Halle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kim worked at HUB Financial Inc. and held roles at McGill University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffery Ritchey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Deland, Florida. Outside of his advisory role, Ritchey is involved in community leadership as Vice President of United Methodist Men, Advisory Board Member of the Debary Art League, and President of the Deland Chamber of Commerce. 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 discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and provides overlay and tax-efficient services under a fiduciary standard.

Mary Brown Thibodeau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. She serves as a board member of Hope Resource Center, a nonprofit pregnancy center and women’s health clinic in Deltona, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Ann Snellings is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she also serves as the business manager for the Haber & Associates Wealth Management Group. She joined Merrill Lynch in 2010 as the Resident Directors Assistant and was promoted to Financial Advisor in 2015. In 2020, Ann advanced to Vice President and Senior Financial Advisor, bringing extensive experience in financial services and business management to her role. She plays a key part in maintaining the productivity, efficiency, and organization of her team. Ann began her financial career in 2006 with Edward Jones as a Branch Office Administrator before transitioning to Merrill Lynch. With a background as a business owner, she applies a disciplined and customized approach to wealth management, focusing on personal retirement planning, women and wealth, and retirement income. Ann is a specially qualified Senior Portfolio Advisor, providing clients with tailored investment strategies and managing portfolios on a discretionary basis through the firm's Investment Advisory Program. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Spotsylvania High School. Outside of her professional work, Ann is based in Ormond Beach and is involved in supporting local animal shelters. She enjoys outdoor activities such as running, hiking, and kayaking alongside her husband and their dog. Ann values building strong relationships within her community and with her clients, helping them achieve their financial goals.

Mathew Jemison is a financial advisor with Morgan Stanley in Deland, Florida, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the board and finance committee of the Volusia/Flagler Family YMCA, engaging in community and youth-focused activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including customized financial planning supported by approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning agreements.

Marco Perez is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He previously worked at Truist Financial Corporation and BB&T before joining Merrill in 2024. 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.

Jeffery Pilate is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with The Brokers Network LLC and The Leaders Group Inc. Outside of his advisory role, he serves as the Central Florida Vice President for a three-wheel motorcycle riding club and is Secretary of a local church. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Daniel Putman is a CFP® professional with 43 years of experience in the financial industry. He currently works with LPL Financial and has previously been affiliated with Sigma Planning Corporation, Sigma Financial Corporation, American General Insurance Co, and Equico Securities, Inc. In addition to his advisory role, he is involved in selling group health, life, dental, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, with access to model portfolios, third-party research, and various investment strategies.

Michael Furman is a CFP® with 37 years of industry experience and has been with Stifel since 2009. He serves as a member of the pension advisory board for the City of Ormond Beach and sits on the investment committee of the TOP Jewish Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Donna Higbee is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. She began her career on the trading floor of a regional investment firm in Clearwater, Florida, gaining a foundational understanding of market dynamics. She expanded her expertise by working for six years at Morgan Stanley's global headquarters in New York City, focusing on market strategy, client service, and investment management. Donna holds a Bachelor's degree from Stetson University and earned the CERTIFIED FINANCIAL PLANNER® designation in 2007. Her professional expertise encompasses investment management and financial planning, enabling her to help clients with college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Beyond her professional role, Donna has been involved in community service through board memberships, including the Krewe of Amalee. She is also an avid runner, having completed five marathons, and enjoys reading and spending time with her family.