William Eugene Mcdowell

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. in Alva, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Parsonex Securities Inc. since 2011 and has operated A&P Business Services, Inc. since 2004. Outside of advisory work, he engages in tax preparation services from January to April and holds insurance agent responsibilities related to non-investment products. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach with discretionary authority and sponsors a pooled vehicle, the Sterling Fund, which emphasizes conservative, long-term stock selection.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

Mark Medina is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Fifth Third Bank for six years and was employed at Carrabba's Italian Grill for four years. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supporting a range of investment strategies and risk profiles.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account management. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jaymi Dragonetti is a financial advisor with LPL Financial in Fort Myers, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, she worked at First Citizens Investor Services and First Command Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and provides services through a large network of investment adviser representatives.