Kristin Cranias is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. She has been with various Raymond James entities since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Amit Patel is a CFP® and PFS™ credentialed financial advisor with 15 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates A.P. Accounting & Tax Services, providing accounting and tax preparation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James West is a financial advisor with Ameriprise in Sanford, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, West serves on the Board of Directors for the Love Your Shorts Film Festival. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Douglas Jobman is a CFP® with 32 years of industry experience. He has worked at Stifel since 2018 and previously spent eight years with B. C. Ziegler And Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, while clients retain discretion over implementation.

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Donna Jean Flood is a Series 66-licensed financial advisor with Edward Jones, based in Deland, FL, and has 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Finance and Development Committee of the West Volusia Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

Cynthia Zapp is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has been with MLPFS since 2007. 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.

Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Brendan Burke is a Private Wealth Advisor with Merrill Lynch, where he has been serving clients since May 2015. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan takes a goals-based wealth management approach and has experience working with generational wealth, understanding family dynamics and the complexities of estate planning and wealth transfer. Before joining Merrill Lynch, Brendan built and managed a top-performing sales team for Southwestern Advantage, a national educational consulting company. He holds a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. Additionally, he completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Brendan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan lives in Longwood, Florida, with his wife and three children. Outside of his professional work, he volunteers at the Rescue Outreach Mission homeless shelter in Sanford, Florida. He is an active parishioner at Annunciation Catholic Church and serves on the boards of The Sharing Center, a nonprofit assisting the underprivileged of Seminole County, and The Central Florida Zoo & Botanical Garden.

Shawn Walton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Megan Wolfe is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including roles at G.A. Repple & Company and operating Wolfe Financial, a firm offering financial planning, securities investments, tax preparation, and accounting services. Outside of advising, she serves as vice president on the board of a professional condo association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Lamanna is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has been involved with various educational and community organizations, including the Diocese of Orlando and Good Shepherd Catholic School. Lamanna also participates in non-investment related activities connected to Primerica Mortgage and client services referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension plan clients.

Andrew Johann is a CFP® with 26 years of industry experience, currently serving at Stifel since 2009. He holds Series 63 and Series 66 licenses. Outside his advisory role, Johann is chair of the board of directors for the Better Business Bureau of Central Florida and is involved with Lakeside United Methodist Church staff parish. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting client decisions through tailored financial planning and asset allocation guidance.

Matthew Zuber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2017, following prior roles at PNC Investments and PNC Bank. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Alireza Shahnavaz is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a rental property business under ARSweethomes LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a centralized team supporting its financial advisors.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.