Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Kelly Burkhead is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012, including roles at Parady Investments, LLC and Parady Financial Group. Burkhead is also the Vice President of Sales at Parady Financial Group, a licensed insurance agency where she prepares and presents retirement income strategies. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios and a sub-advisory relationship to deliver portfolio management at scale, supported by affiliated insurance and tax preparation services offered through separate agreements.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Jeffery Masters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of advisory work, he is involved with Farmhouse Press, LLC, a business related to land ownership. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on financial planning, wealth management, and retirement plan consulting, employing a strategic asset allocation approach that utilizes low-cost diversified mutual funds and ETFs alongside individual securities and Independent Managers when appropriate.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.

James Watson is a financial advisor with Eagle Strategies (NY Life) based in Groveland, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with NYLIFE Securities LLC since 2007 and New York Life Insurance Company since 2006. Outside of his advisory work, Watson serves as Vice President of the BNI Central Florida chapter, overseeing membership and attendance policies. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Lisa Drake is a financial advisor with SageView Advisory Group, LLC in West Palm Beach, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has previously worked at Creative Planning, LLC, Cetera Wealth Services, LLC, NFP Retirement, and LPL Financial. Drake serves as a board member and president of the National Association of Plan Advisors (NAPA) on the American Retirement Association board. SageView Advisory Group provides retirement plan consulting, asset management, participant services, and financial planning to retirement plan sponsors, fiduciaries, employers, and individual investors. The firm offers a range of services including discretionary and non-discretionary management, pooled employer plan participation, and participant education programs, supported by integrated technology platforms and multiple affiliated entities.

Joseph Jarrett is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, N.A., and multiple Truist entities since 2018. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Nicholas Govola is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Infinex Investments, Inc. and Citizens First Bank. Govola is based in The Villages, FL. 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.

Milton Caraway is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his financial advisory role, he is involved in raising cattle as a hobby. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Horsley is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with LPL Financial and Seacoast Bank. His prior experience includes roles at Infinex Investments Inc. and Citizens First Bank. 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.

William Campbell Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Seacoast Bank, where he provides investment-related services. Prior to this, he spent 14 years with Infinex Investments, Inc. and Citizens First Bank. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

Craig Dykstra is a financial advisor with Edward Jones in Leesburg, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as Treasurer for the South Lake Republican Club, providing financial status reports for the organization. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

Parker Brown is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Brown Auto Sales. He holds a Series 66 designation. 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 nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Deanna Price is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she spent eight years with Florida Divorce Consultants. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Scott Windsor is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Citizens First Bank, Infinex Investments, and BB&T Bank. Windsor is also involved with Seacoast Wealth & Trust in The Villages, FL. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by in-house research and a variety of portfolio management options.

Rachel Moates is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for ten years at Uline Shipping Supplies. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

Pravita Diaram Ramtahal is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has worked at various J.P. Morgan entities since 2012, including Jpmorgan Chase Bank and JP MORGAN securities llc. She holds a Series 66 designation. 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 these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason Spatafora is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Edward Jones in Groveland, FL, where he has worked since 2017 across multiple roles and firms, including Suncoast Credit Union, CUNA Brokerage Services, Regions Bank, Pruco Securities, and Ameriprise Financial Services. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.