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.

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.

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Kristina Gibson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Summit Wealth Strategies from 2012 to 2018 and has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing tailored financial plans, asset-allocation analysis, and firm research to support clients in their investment decisions.

Ashlyn Burtle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for six years at Doctors Imaging Group and has a background in medical imaging spanning a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Adam Walker is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked for Sanofi for ten years. He is also involved with Greg Smith, LLC, a non-investment-related support company based in Newberry, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and an extensive affiliate network.

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.

Albert Bevilacqua III is a financial advisor with Ameriprise in Newberry, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he is involved in independent insurance brokering with a focus on health insurance through United Health Care. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals meeting certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Sheila Smith is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other services under a fiduciary standard.

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.