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.

Michael Robinson is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 25 years of experience, he focuses on assisting successful individuals, families, and business owners through the financially significant years leading up to and during retirement. He specializes in aligning investments, retirement income, and long-term wealth strategies with clients' life goals. As a CERTIFIED FINANCIAL PLANNER® professional, Michael employs a methodical approach that combines tailored financial planning with disciplined portfolio management. His expertise includes retirement planning, investment management, tax-efficient wealth transfer, risk management, and legacy planning. He leads an eight-person advisory team that has been recognized by Forbes on the Best-in-State Wealth Management Teams list from 2023 through 2026. Individually, he was named to the Forbes | SHOOK® Best-in-State Wealth Advisors list in 2024, 2025, and 2026. Michael holds a Bachelor's Degree from Florida State University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is involved with organizations such as the Maclay School, Ronald McDonald House, and Trinity Methodist. His personal interests include antiquing, boating, camping, cooking, fishing, reading, scuba diving, and spending time with his family.

William Hagen is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Raymond James & Associates since 2013. Hagen serves as a director on the board of the Florida State University Boosters, supporting Florida State Athletics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

Jacob Daus is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His background includes roles with the Washington Football Team, Seminole Boosters, Inc., and Florida State University athletics programs. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Amelia Eaton is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2005 and is currently part of the DWFDA Wealth Management Group. Amelia previously worked as a Financial Solutions Advisor and Central Supervision Principal in Jacksonville, Florida, before relocating to Tallahassee in 2014. Amelia holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and a Master of Business Administration from Jacksonville University. She possesses several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Certified Divorce Financial Analyst (CDFA), and holds multiple FINRA registrations such as Series 7, Series 66, Series 26, Series 9, and Series 10. As a Senior Portfolio Advisor, she provides traditional financial advice and develops custom investment strategies, managing client portfolios within the firm's Investment Advisory Program. Her areas of expertise include retirement income planning, analyzing social security benefits, assessing tax impacts on portfolios, and projecting future cash flows. Amelia is also experienced in college education planning, divorce transition planning, family wealth management strategies, legacy planning, and socially responsible investing. Outside of her professional role, Amelia enjoys biking, cooking, traveling, and spending time with her husband and son.

Jon Dasher is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Capital City Bank, Capital City Trust Company, Morgan Keegan & Company, LLC, and Seminole Boosters Inc. 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 delivered through a large network of investment adviser representatives, with access to model portfolios, third-party management, and institutional platforms.

Danna Campbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James since 2011 and previously spent 12 years at Merrill. 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 and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Wyatt Brooks is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2011. He also serves as Power of Attorney for a family member. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Gary Merriman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 1994. He delivers highly personalized advice to individuals and business owners, helping clients develop, execute, and monitor tailored plans aimed at maximizing success toward their financial goals while managing risk. His expertise encompasses strategic and tactical investment management, estate planning, tax minimization, liability management, asset preservation, and services related to personal retirement, family wealth management, philanthropic planning, and endowment consulting. Gary holds a Bachelor of Science degree in Mathematics from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with professional and community organizations, including Student Affairs at the University of Georgia and his church. Residing in Tallahassee with his wife Lynn, Gary has a son named Brian and remembers his late son Michael, in whose memory he supports a scholarship at the University of Georgia Disability Resource Center. Outside of work, his personal interests include biking, fishing, football, golfing, hunting, music, skiing, softball, and table tennis.

Crystal Murphy is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2002, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm uses structured planning tools and statistical models to assist clients, managing approximately $2.74 trillion in client assets.

Edward Knowles is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Kestra Financial Services, and Morgan Stanley. He serves as a board member of the FCA in Tallahassee and has been involved in dog breeding and judging as a private hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with diverse investment strategies and technological tools, managing over $819 billion in discretionary assets.

Matthew Coniglio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory role, he serves on the board of the Tallahassee Mountain Bike Association, a nonprofit focused on trail advocacy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and financial planning services.

William Ellison is a financial advisor with Mass Mutual Investors Services in Tallahassee, FL. He holds a Series 66 designation and has professional experience at firms including Ernst & Young and BrightOrg Services. His career also includes roles at Florida State University in both the College of Business and the School of Communication Science and Disorders. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to develop collaborative, annual financial plans and offers specialized planning programs such as Divorce Planning and estate-settlement services.

Todd Harper is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Theobald Bascom Group LLC, Waddell & Reed, Inc., Merrill, and A. G. Edwards & Sons, Inc. He serves as an elder on the board of Canopy Roads Baptist Church in Tallahassee, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies implemented by its network of over 22,800 advisors.