Stanley H Griffis III

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.

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC in Chiefland, FL. He holds a Series 65 designation and has three years of industry experience, including prior service in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to a range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm creates customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytical approaches tailored to client objectives and risk tolerance.

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 prior work experience with the US Army and as an instructor at Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, employing various analytic approaches tailored to client needs and conducting ongoing account monitoring.

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Kristina Gibson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Summit Wealth Strategies from 2012 to 2018 and has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing tailored financial plans, asset-allocation analysis, and firm research to support clients in their investment decisions.

Ashlyn Burtle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked in medical imaging, including positions at Doctors Imaging Group and North Florida Regional Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a variety of segments. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs.