Taylor James Siemon

Michael Jones is a CFP® professional with 11 years of experience in the financial services industry. He is currently with PNC Wealth Management and has prior experience at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a tutoring service called Michael Jones Tutoring Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists for portfolio management.

Herman Gunter IV is a CFP® professional with 24 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, and previously worked at LPL Financial. Outside of his advisory role, he serves as a board member for the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and holds a position on the Suwannee County Republican Executive Committee. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving individual, charitable, corporate, and high-net-worth clients.

Jerrett Kandzer is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2025. Outside of his advisory role, Kandzer is vice president of the BNI Gateway FL Chapter, a networking group, and is a 49% owner of MK Designs Co of Florida LLC, a marketing business specializing in logos, websites, and digital media. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, including financial planning and investment programs using proprietary and third-party models.

Herman Gunter III is a financial advisor with Independent Financial Partners who holds the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at LPL Financial and IFP Securities. Outside of his advisory work, he operates a retail business specializing in collectible firearms and serves as a presiding elder and volunteer worship leader at Covenant First Presbyterian Church in Live Oak, Florida. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.

Seth Wilkins is a CFP® professional with six years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Symbotic LLC for two years and served in the United States Marine Corps for eight years. He is a board member of the City of Live Oak Firefighters' Pension Trust and coaches the middle school track team at Suwannee Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices.

Tammy Hall is a financial advisor with Raymond James Financial in Lake City, FL, holding the PFS™ and Series 63 designations and possessing 27 years of industry experience. She has worked in various roles at Raymond James Financial Services, Inc. since 2000 and has been with Raymond James Financial since 2009. Outside of her advisory work, Hall serves as an officer and treasurer of a homeowners association and acts as durable power of attorney for family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals, while maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.