William Beck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to the unique ambitions and priorities of affluent families, individuals, and business owners. His work focuses on areas including debt and equity selection with the goal of wealth creation and meeting client income needs. Since 1980, William has provided long-term financial planning through personal consultations. He holds a Bachelor’s degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Based in Tallahassee, he emphasizes simplicity and transparency in wealth management to support clients in achieving their financial goals.

Elizabeth Jackson is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. Prior to joining LPL Enterprise, she worked at WestEd and Leon County Schools for a total of 13 years. She serves as a board member on the Leon County Library Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Fred Palmer is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at CUNA Mutual Group and Brokerage Services, Kestra Investment Services, Uvest Financial Services Group, and Raymond James Financial Services. Outside of advisory work, he is involved in managing executive benefits with CUNA Mutual and owns a small real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes various portfolio management strategies alongside significant non-advisory financial activities.

Federico Gambineri is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and having 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

William Hilaman is a financial advisor with Raymond James Financial in Tallahassee, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with Raymond James and its affiliated firms since 2006, and previously spent three years at A.G. Edwards & Sons, Inc. Hilaman is also the owner of an independent support company, RJFS/Hilaman Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools such as probabilistic modeling, while maintaining a notable municipal advisory affiliation and offering specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services.

Trevor Mason is a financial advisor at Merrill in Tallahassee, FL, with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, he manages a rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager-selection and tax-efficient investment strategies.

Danny Murphy is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held various roles within the Morgan Stanley organization since 2007, including positions at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Thomas Stitely is a financial advisor at Stifel with a Series 66 designation and over ten years of experience in the financial services industry. His prior experience includes roles at Bank of America Merrill, Ameris Bank, South Georgia Banking Company, and Bayshore Mortgage Funding. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Kyle Crilow is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Wells Fargo Clearing, The Gabor Agency, Lincoln Investment, and JZ Expedited Logistics. He is also involved in private investment management through ownership interests in two related entities in Tallahassee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing research and planning tools to develop tailored recommendations across a broad range of financial needs.

Jennifer Nash is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Ameriprise in Tallahassee, FL. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Brady Squires is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he provides comprehensive financial and investment services to clients, including retirees, business owners, executives, and professionals. He works closely with clients to develop customized investment strategies aligned with their financial goals and risk tolerance. His focus encompasses asset preservation, retirement planning, risk and liability management, strategic and tactical strategies, and estate planning. Brady holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his career with Merrill Lynch Wealth Management in August 2004 after earning Bachelor of Arts degrees in Finance and Marketing from the College of Business at Florida State University. Additionally, he holds associate degrees from North Florida Community College and Tallahassee Community College. Outside of work, Brady is involved with several professional and community organizations, including Springtime Tallahassee, Ducks Unlimited Tallahassee Chapter, Tallahassee Quarterback Club, Jackson Lodge, and Marzuq Shriners. He resides in Tallahassee with his two daughters.

Christian Barnett is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial in Tallahassee, FL. He has held various roles at financial firms including Edward Jones, Essex National Securities, and multiple credit unions over his career. Barnett also operates an investment-related business under First Florida Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms.

Ina Smith is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for individuals and families. She emphasizes building genuine relationships with clients by first listening to understand their unique goals, values, and long-term aspirations. Ina aims to serve as a trusted resource through various financial decisions, supported by Merrill's investment resources and the banking and lending capabilities of Bank of America. Her expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Ina's educational background includes a High School Diploma from Wakulla High School, an Associate's Degree from Tallahassee Community College, and Bachelor's Degrees from both Florida State University and Flagler College. Outside of her professional life, she enjoys spending time with her family, antiquing, hiking, hunting, reading, running, traveling, and watching movies.

Matthew Roach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2010, totaling 16 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Barbara Thornton is a financial advisor with Edward Jones in Tallahassee, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Truist Advisory Services, J.P. Morgan Securities, Morgan Stanley, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

David Tyson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital City Bank since 2023 and previously spent eight years at Global Atlantic Financial Company and nine years at Forethought Distributors, LLC. Outside of his advisory role, he is involved with a business entity called Back in Brack based in Carrabelle, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining extensive resources and technology to support its network of over 22,800 advisors.

Robert Kenon is a CFP® with 45 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has held positions at multiple firms, including NEXT Financial Group and SII Investments Inc. He is also involved with Cornucopia Wealth Management LLC, an entity he has been linked to for over two decades. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charities, and trusts. The firm provides financial planning, investment management, and retirement services through independent Financial Professionals, offering various portfolio management strategies and access to both proprietary and third-party models.

Charles Minter Jr. is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in youth lacrosse coaching and leadership, having established a youth lacrosse league and serving as a coach. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Gary Parsons is a CFP® certificant working with LPL Financial in Tallahassee, FL, with 42 years of industry experience. Prior to joining LPL Financial in 2021, he was affiliated with several firms, including Waddell & Reed, Inc., and Concourse Financial Group Securities, Inc. He teaches the insurance course for the Online CFP preparation program at Florida State University’s Center for Academic and Professional Development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Cameron Huggins is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decisions.