Steven Keller is a financial advisor with Nelson Securities, Inc. in Fort White, FL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Nelson Securities since 1993. Nelson Securities manages approximately $272 million for about 2,016 clients through a team of nine advisors, providing discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies, including individual stocks, ETFs, and closed-end funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors in Alachua, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. His work history includes roles at Heritage Financial, Key Acura of Gainesville, and Eventplicity. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset providers, and it also offers institutional services and intermediary roles such as TAMP and sub-advisory solutions.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing three years of industry experience. He has worked at Blackwater Accounting & Tax Advisors, Heritage Financial Solutions, and Saint Leo University. Outside of advising, he owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and serves on multiple committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that incorporates mutual funds, ETFs, SMAs, and alternative solutions, and supports a variety of advisory and intermediary roles.

Keith Heritage is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Prosperity Capital Advisors. He has held roles at firms including Cetera Advisor Networks and Central Florida Wealth Management. Outside of advising, he owns and operates Heritage Horses and Cattle, LLC, a horse and cattle farm. He also runs Heritage Tax Advisors, LLC, a tax preparation business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Regina Onkst is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc and UBS Financial Services Inc. Outside of her advisory work, she is involved in real estate ownership in Alachua, Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Onkst is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, previously spending five years with UBS Financial Services. Outside of his advisory work, Onkst operates a mowing business where he maintains equipment and services fields for a small number of clients. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tailored recommendations, emphasizing tax efficiency and asset management within Ameriprise-managed accounts.

Luke Avizinis is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Target Corporation from 2013 to 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amanda Payne is a financial advisor with Ameriprise in High Springs, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2009 and also owns and operates Snelgrove Enterprises, a tax preparation and bookkeeping business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Jeanine Stelzner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. She has worked with Cassidy Financial Services and DeMoss Financial, in addition to her current roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory work, she serves as treasurer for the Upper Keys Quilt Guild, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and a combination of model-based and individualized investment approaches.

Kelly Barber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, Barber worked at Edward Jones for 17 years and Concurrent Advisors for 2 years. He is also the CEO of The Barber Group, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Matthew Surrency is a CFP® professional with seven years of experience at Edward Jones in Alachua, FL. Prior to joining Edward Jones in 2019, he worked for the City of Hawthorne for 14 years and for Florida Septic Inc. for 14 years. Outside of his financial advisory role, he serves as a baseball coach for middle and high school students and works as a football spotter during University of Florida games. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Dorrie Esposito is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015. Outside of her advisory role, she owns Mozi Financial Group and serves as a group leader for Friends in Business in High Springs, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Alyssa Fortner is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Raymond James since 2021. Outside of her advisory work, she is an associate at The Barber Group LLC, where she supports client communications and document preparation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

William Crossman is a financial advisor with Raymond James Financial in High Springs, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, he worked at Nationwide Insurance for 18 years. Outside of his advisory role, he owns and operates a cattle farming business and a lawn care business started for his son. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.