Jeanine Stelzner

Steven Keller is a financial advisor with Nelson Securities, Inc. in Fort White, FL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Nelson Securities since 1993. Nelson Securities manages approximately $272 million for about 2,016 clients through a team of nine advisors, providing discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies, including individual stocks, ETFs, and closed-end funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors in Alachua, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. His work history includes roles at Heritage Financial, Key Acura of Gainesville, and Eventplicity. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset providers, and it also offers institutional services and intermediary roles such as TAMP and sub-advisory solutions.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing three years of industry experience. He has worked at Blackwater Accounting & Tax Advisors, Heritage Financial Solutions, and Saint Leo University. Outside of advising, he owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and serves on multiple committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that incorporates mutual funds, ETFs, SMAs, and alternative solutions, and supports a variety of advisory and intermediary roles.

Keith Heritage is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Prosperity Capital Advisors. He has held roles at firms including Cetera Advisor Networks and Central Florida Wealth Management. Outside of advising, he owns and operates Heritage Horses and Cattle, LLC, a horse and cattle farm. He also runs Heritage Tax Advisors, LLC, a tax preparation business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Regina Onkst is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc and UBS Financial Services Inc. Outside of her advisory work, she is involved in real estate ownership in Alachua, Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Onkst is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, previously spending five years with UBS Financial Services. Outside of his advisory work, Onkst operates a mowing business where he maintains equipment and services fields for a small number of clients. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tailored recommendations, emphasizing tax efficiency and asset management within Ameriprise-managed accounts.