Kathryn Mc Leod Lancaster

Jonathan Heise is a financial advisor at Forecast Financial LLC in Newberry, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Forecast Financial LLC since 2016. Forecast Financial LLC is an independent investment adviser that provides discretionary portfolio management to individuals, households, and small businesses. The firm includes general financial planning and consultation with ongoing investment management and applies a strategic asset allocation approach utilizing various investment vehicles, with periodic rebalancing and limited tactical adjustments.

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Stephen Smith is a Series 65-licensed advisor at Smith Asset Management Co., LLC with three years of industry experience. Prior to joining the firm, he served three years in the U.S. Military. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, charities, and government entities. The firm manages approximately $280 million in assets and employs a tailored investment approach incorporating asset allocation, rebalancing, and both long-term and opportunistic trading strategies.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has a background that includes service in the US Army and a concurrent role at Stetson University of Law. Smith Asset Management Co., LLC offers discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, and government entities. The firm employs a tailored investment process incorporating Modern Portfolio Theory, technical and fundamental analysis, and option writing, with a primary focus on fixed-income securities.

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc. in Newberry, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is president of an S-corporation involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.

Kristina Gibson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She previously worked at Summit Wealth Strategies for six years from 2012 to 2018. She is based in Newberry, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.