Michael Jones is a CFP® certificant with 10 years of industry experience currently affiliated with PNC Wealth Management. His prior roles include positions at Fidelity and TransAmerica, and he also operates a tutoring service outside of his financial advisory work. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that utilizes algorithm-driven risk assessments and managed model portfolios.

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.

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.

Taylor Siemon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PFS Investments Inc. since 2007 and Primerica Financial Services since 2004, with a brief tenure at Paradise Real Estate International. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Thomas Abercrombie is a financial advisor with Edward Jones in Live Oak, FL, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked at Stepping Stones from 2018 to 2022 and spent twelve years with the Suwannee County School District. He is co-owner of Stepping Stones Preschool, a daycare facility, alongside his wife who manages daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ciera Butts is a financial advisor with Edward Jones in Live Oak, FL, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked at P & L Financial and also owned a bakery business, Cookies by Ciera, where she baked and decorated cookies for seasonal and holiday sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient management and securities-based lending under a fiduciary standard.

Stephanie Baker Estrella is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Henry is a CFP® professional with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a partner in a real estate LLC in Live Oak, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.