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.

Alexander Hinson Jr. is a financial advisor with LPL Financial in Quincy, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Capital City Banc, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is involved in an art and design venture called ALH STUDIO. 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 services including financial planning, model portfolio programs, and institutional platforms, with its advisors utilizing both proprietary research and third-party strategies.

Eric Null is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he served 11 years in the United States Army. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Stephen Mc Clelland is a financial advisor with Edward Jones in Tallahassee, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he co-owns 21 acres of agricultural land used for migratory bird hunting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Ty Mc Clelland is a financial advisor with Edward Jones in Tallahassee, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Fishing Hole, Blu Halo, Hurricanes Bar and Grill, and the City of Tallahassee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Tony Guerra is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he joined in 2015. He specializes in creating personalized retirement strategies for businesses, affluent families, and individuals, including business owners and corporate executives. Tony serves as a Merrill Retirement Benefits Consultant, advising corporations on their retirement programs, and also works with professional athletes and individuals in the entertainment industry addressing their financial needs. His client focus includes college education planning, divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, individual and corporate investment strategy, and retirement income. Tony holds a Bachelor of Science degree in Finance from Florida State University. He carries several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He is registered with FINRA through his Series 7 and Series 66 licenses and holds Life, Health, Variable Annuity, and Long Term Care insurance licenses. Born in New Jersey and raised in Naples, Florida, Tony resides in Tallahassee with his wife and their dog. Outside of his professional responsibilities, he is active in his community and volunteers his time. His personal interests include playing pickleball, basketball, golf, spending time at the beach and on the water, as well as traveling with family.

Lyle Floyd is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Kohlman Minter is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and five years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of finance, Minter has been a partner in Stanish and Minter Oyster Company, an agricultural business, since 2017. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and approved tools, offering planning without individual security recommendations as part of standalone programs.

Ryan Petteruti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Waddell & Reed and various firms in accounting and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Joshua Gravois is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at T Rowe Price, Charles Schwab Bank, FirstBank, and service in the U.S. Air Force Reserves. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized supervisory and custody arrangements.

Pilar Santamaria is a financial advisor with Ameriprise in Tallahassee, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Asset Living and Target. She also works as a Registered Client Service Representative for Centennial/Happy State Bank, supporting financial advisors and client account maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice with a focus on dependable income and tax-aware withdrawal strategies.

Gloria Woodford is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and 16 years of industry experience. She has worked within various Wells Fargo entities since 1999 and serves as a notary public in Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver customized recommendations.

Gregory Mayes is a financial advisor with LPL Financial in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Capital City Bank, SunTrust Advisory Services, and Merrill, among others. 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, supported by extensive operational tools and a broad network of over 22,800 advisors.