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, Florida, holding Series 65 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies supplemented by third-party sub-advisors and offers access to alternatives and structured investments through various platforms.

Daniel Ascani is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in a ride-share business supporting his stepson’s operations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates patented software and behavioral economics, utilizing both quantitative metrics and fundamental analysis to guide portfolio management and financial planning.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing four years of industry experience. Prior to joining Prosperity, he has held roles at Blackwater Accounting & Tax Advisors and Heritage Financial Solutions. Outside of advisory work, Mr. Jones owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and he serves on several committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors is an SEC-registered enterprise advisory firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm emphasizes model-based, asset-allocation investment strategies and ongoing portfolio supervision, utilizing a mix of third-party providers and advisor-directed portfolios.

Keith Heritage is a financial advisor at Prosperity Capital Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Cetera Advisor Networks LLC and central involvement with his own entities, Heritage Financial, LLC, Heritage Tax Advisors, LLC, and Heritage Horses and Cattle, LLC, the latter of which is a horse and cattle farm. Prosperity Capital Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies using portfolios managed to targets with ongoing supervision and offers services such as financial planning, discretionary investment management, and retirement plan solutions.

Regina Onkst is a CFP® with 42 years of experience in the financial industry. She has worked at Ameriprise Financial Services since 2018, following prior roles at UBS Financial Services, Morgan Stanley, and A.G. Edwards & Sons. Regina is based in Alachua, Florida. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.