Large-firm financial advisors working with divorced clients in Ormond Beach, FL

Kurt Rodriguez is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics while managing roughly $671 billion in assets.

Tara Sanders is a CFP® professional at Compass Financial Advisory Services, LLC with 31 years of industry experience. Her previous roles include positions at Brokers International Financial Services, LLC and Questar Asset Management. Outside of her advisory work, she serves as a board member involved in fundraising for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and often working with employees and retirees of Publix Super Markets, Inc. The firm manages client assets through a retirement income-focused approach, utilizing discretionary and non-discretionary management, sub-advisors for specialized strategies, and maintains a notable wrap fee program that integrates advisory and transaction costs.

Barry Whitaker is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. Whitaker is based in Ormond Beach, Florida. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration.

Connie Wiltfong is a ChFC® with four years of industry experience, currently serving as the sole advisor at Capstone Investment Management LLC. She has been involved with Capstone Planning since 2010 and also operates an affiliated insurance business. Capstone Investment Management LLC provides fee-based financial planning, qualified plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a tailored approach to portfolio construction and typically completes financial plans within 30 days, maintaining quarterly reviews of managed accounts.

Chad Parsons is a financial advisor with J.P. Morgan Securities, holding CFP® and multiple securities licenses, and has 17 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Parsons serves as president and board member of the Ormond Beach Youth Baseball & Softball Corp., a nonprofit organization promoting youth sports in his community. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations that clients execute independently.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2007. She is a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit, that assists a select group of families, retirees, corporate executives, and business owners. Angela focuses on multi-generational, high net worth families who seek to coordinate their financial affairs and leave a legacy for future generations. Angela's expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. She holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) designation. Angela earned her Associates in Business from Henry Ford College. Beyond her professional duties, Angela is actively involved in her community. She volunteers with several charitable organizations such as the Dearborn Rotary Club and In Place of War, a global organization that uses creativity in areas affected by conflict to promote positive change. Her personal interests include cooking, genealogy, music, and photography.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.