Jon Livingston is a financial advisor with Eagle Strategies (NY Life) in Palatka, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Nylife Securities Inc. since 1991 and New York Life Insurance Company since 1990. Outside of his advisory role, he is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at E*TRADE Capital Management LLC, LPL Financial, Capital City Bank, SigFig Wealth Management LLC, and The Vanguard Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

John Ginn III is a financial advisor with Eagle Strategies (NY Life) based in Palatka, Florida. He holds a Series 65 designation and has 42 years of industry experience. He has been the owner and director of Ginn Financial Group, Inc. since 2003 and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the 1970s and 1980s, respectively. Outside of his advisory work, he serves as an officer for the Friends of the Summerhaven River, a local environmental organization. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Ryan Adams is a financial advisor with Edward Jones in Palatka, Florida, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Adams also serves as a Petty Officer 2nd Class in the United States Navy Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Damien Rend is a financial advisor with Edward Jones in Palatka, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Citadel Tax Advisors from 2014 to 2017 before joining Edward Jones, where he has been since 2017. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Higginbotham is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services companies.

Miranda Kimball is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and VyStar Credit Union since 2014. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Luke Mutchie is a financial advisor with Edward Jones in Palatka, FL, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oxford Advisory Group and Bank of America/Merrill Lynch, with multiple tenures at Edward Jones. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.