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.

Matthew Magnani is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and First Tee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements that can be combined with managed-account programs under a consolidated billing option.

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 with Raymond James Financial Services Advisors, Inc. She holds a Series 66 license and has three years of industry experience. Her work history includes roles at various Raymond James entities and The Kitchen. She is also involved with The Barber Group LLC in a client support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and has notable municipal and public-finance expertise.

Jermaine Williams is a financial advisor at LPL Financial in Gainesville, FL, with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AssetMark Financial Holdings and CUNA Brokerage Services. In addition to his advisory role, Williams is involved with Bridlewood Medicare Insurance on a part-time basis. 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 financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.

Phoebe Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked at Fidelity Investments and Primerica. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Paul Wrisley is a financial advisor with Raymond James & Associates in Gainesville, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with primarily non-discretionary advisory relationships.

Linda Wisniewski is a CFP® professional with 38 years of industry experience, currently advising at Cetera. She has held positions at Cetera Wealth Services, LLC from 2021 to 2023 and VOYA Financial Advisors from 2014 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary programs with access to affiliated and third-party managers.

Frank Davis is a financial advisor with Merrill in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Bank of America and Merrill since 2009. Outside of his advisory role, he serves as an officer for the Fregly Foundation, a charitable organization, where he advises on grant requests and organizes annual meetings, and he is also an advisor on the board of directors for the fundraising arm of a local girls club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years before joining Raymond James in 2019. Outside of his advisory role, Hawkins is involved part-time with Plus One Health Management, where he occasionally officiates recreational sports such as flag football, basketball, soccer, and softball. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mychelle Angstadt is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining the financial industry, she served on the Columbia County School Board for 15 years and was a caregiver for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning and offers a combination of planning and managed-account services under a consolidated billing option called WealthPlan.

Joshua Fischer is a financial advisor with Mass Mutual Investors Services in Gainesville, FL. He holds the ChFC® and Series 66 designations and has 16 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also licensed as a life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various investment programs.

Kirk Kinsman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Kinsman is also affiliated with Gainesville Financial Solutions Group as an insurance advisor and teaches at the University of Minnesota. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Eve Stairs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2004. With a career in the financial industry that began in 1996, Eve applies a consultative approach that starts by understanding her clients' goals through in-depth conversations. Her focus areas include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. She prioritizes building trusted relationships and helping clients make informed, objective decisions about their financial futures. Eve holds a bachelor’s degree in Marketing from the University of North Carolina in Wilmington. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She was recognized in 2023 as a member of The Tilghman Fowler Lawhead Group on the Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband and two sons, Eve is an active member of her community, involved with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with her family and friends.

William Crossman is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Insurance for 18 years. Outside of his advisory role, he owns a cattle farming business and a lawn care business established for his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside unique municipal advisor affiliations and specialized advisory programs.

Ashley Waddington Hartley is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2015. Hartley serves on the Board of Directors for Ronald McDonald House Charities of North Central Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Sarah Wester is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she is involved in audiobook narration and production through an online platform, and she operates a cleaning business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including portfolio management and financial planning. The firm leverages proprietary research and institutional trading capabilities to tailor investment strategies and offers a broad range of capital markets services.

Stephen Walker II is a CFP® certificant and financial advisor with Edward Jones in Gainesville, FL, with four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. He is also Vice President of Communications for 100 Black Men of Greater Gainesville FL Inc, where he helps communicate the organization’s programs and initiatives to members and the community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Evest Mcquaig is a financial advisor with Wells Fargo Clearing in Gainesville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo Clearing, Mcquaig worked at several organizations including the Florida Department of Environmental Protection and the Florida Department of Revenue. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and assets under management of approximately $671 billion.

William McDavid is a financial advisor with McDavid & Company Wealth Management Services in Gainesville, FL. He holds the PFS™ and Series 65 credentials and has 22 years of industry experience. He is also the managing shareholder of a CPA firm, McDavid & Co., PA, which he has been involved with since 1983. McDavid & Company Wealth Management Services operates as an independent firm serving clients with personalized wealth management solutions.