Brian Urban

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Robert Davison is a financial advisor with Edward Jones in Monticello, Florida, holding Series 63 and Series 66 credentials and with 35 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as President of the Monticello/Jefferson County Chamber of Commerce, is a Committeeman for the Republican Party of Jefferson County, and acts as Secretary for the Kiwanis Club of Monticello. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

Trent Roberts is a financial advisor with Edward Jones in Monticello, FL, holding a Series 66 designation. He operates within a large institution known for its extensive network and broad client base. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.