Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC with a Series 65 designation and three years of experience. Prior to joining his current firm, he served in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes customized portfolios focused on preferred stocks and corporate bonds, employing multiple analytic approaches tailored to client objectives and risk tolerance.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

Osvaldo Delgado Jr. is a financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner at Ministry Marketing Agency LLC, which provides digital marketing services for churches and nonprofit organizations. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Brandon Peterson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management since 2018, and previously held roles at Markey Insurance Associates, Markey Investment Management, and Markey Wealth Management. In addition to his advisory roles, Peterson is an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Darrin Markey is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, including prior roles at Markey Investment Management, Inc. and LPL Financial. Outside of finance, he owns and operates North Florida Honey, a small honey business. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

Delickson Souffrant is a financial advisor with Eagle Strategies (NY Life) in Chiefland, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, The InterMed, and Bank of America. Outside of his advisory role, he volunteers as a youth leader at Release City Church, providing weekly Bible study sessions. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients with financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Brian Berryman is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to his current role, he worked at the University of Florida from 2007 to 2017. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Adam House is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at ACH Wealth Management from 2021 to 2023 and Teachers Insurance Annuity Association (TIAA) from 2014 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Benjamin Tyson is a financial advisor with TIAA-CREF in Gainesville, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Patrick Di Staso is a financial advisor with TIAA-CREF in Gainesville, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo and Merrill, as well as Scottrade Investment Management. He has been with TIAA-CREF since 2018. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Justin Hardy is a financial advisor with LPL Financial in Gainesville, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Lincoln Investment from 2013 to 2022 and has been with LPL Financial and Seacoast Bank since 2022. Hardy serves as a board member for the Levy County School Foundation and the City of Ocala Firefighter Pension Board. 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.

Samuel Fragale is a financial advisor with LPL Financial in Gainesville, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones and Amazon Logistics before joining LPL Financial and Seacoast National Bank in 2022. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team.

Sheila Quinones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked with various divisions of JPMorgan Chase since 2011, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Cahill is a financial advisor with Edward Jones in Williston, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His work history includes roles at Lincoln Financial Advisors and several other firms prior to joining Edward Jones. Cahill also utilizes a debt management software tool to assist younger clients with managing their debts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Eric Vallerand is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including BBVA Wealth Solutions Inc. and PNC Bank. Vallerand has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Nettles is a Series 66 licensed advisor with Edward Jones, based in Williston, Florida, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, access to separately managed accounts, and affiliated mutual funds.

Michelle Rafferty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She worked previously at INVEST Financial Corp and Capital City Banc before joining LPL Financial in 2018. 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 broad range of delivery options, supported by in-house research and a large network of investment adviser representatives.

Tyler O Neill is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2025, with prior experience including roles at Bank of America, N.A., GIA Partners, LLC, and Crate and Barrel. He studied at Bucknell University from 2021 to 2025. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines extensive manager-constructed strategies with oversight from its CIO and platform teams, leveraging its integration with Bank of America affiliates to support trading, lending, and capital-markets activities.

Luis Vera is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, Ameris Bank, and Munroe Regional Medical Hospital. He is also involved with Seacoast Investment Services, a DBA related to his LPL business activities. 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.

Jermaine Williams is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including VyStar Investment Services, CUNA Brokerage Services, AssetMark Brokerage, and Liberty Mutual. He is also involved in Bridlewood Medicare Insurance, a non-variable insurance business. 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 integrates advisory and brokerage services through a large network of investment adviser representatives.

Kathryn Lancaster is a financial advisor with LPL Financial in Gainesville, FL, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2025 before joining LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Daniel Etheridge is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and has concurrent roles with Capital City Banc since 2015 and previously at INVEST Financial Corporation from 2015 to 2018. Outside of his advisory work, Etheridge is the managing member of Etheridge Enterprises LLC, a real estate business, and has a part-time role with the Levy County Supervisor of Elections. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2013 to 2019. Outside of his advisory role, Hawkins officiates recreational sports such as flag football, basketball, soccer, and softball on a part-time basis. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.