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 at LPL Financial in Tallahassee, FL, with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Capital City Bank and Morgan Keegan & Company. From 2015 to 2022, he was involved with Seminole Boosters Inc. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

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 30 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she is a co-owner of inherited family land in Tallahassee, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

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 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of the Tallahassee Mountain Bike Association, a local nonprofit focused on trail advocacy and maintenance. 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 employs a model-driven investment approach, offering access to third-party asset managers and a range of financial planning and consulting 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.

Claudia Sachs is a CFP® with 26 years of industry experience, currently with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and LPL Financial. Sachs is actively involved in community organizations in Tallahassee, including the GFWC Capital City Woman’s Club and the Zonta Club of Tallahassee, where she supports local initiatives focused on women and children. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment objectives.

Joseph Edwards is a financial advisor with LPL Financial based in Tallahassee, FL. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at Wellington Shields and Co., LLC and Jubilant Radiopharma. 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, including financial planning and access to model portfolio programs, with a platform supported by various operational and research tools.

Danielle Gereg is a financial advisor at Merrill in Tallahassee, FL, holding a Series 66 designation with eight years of industry experience. She has worked at Merrill since 2017 and at Bank of America, N.A. since 2018. Prior to that, she was employed at Lockwood Law Firm from 2016 to 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Jeremy Fleeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with Cambridge Investment Research, Inc. since 2005. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Zackary Loesch is an advisor at LPL Financial in Tallahassee, FL, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and Florida State University’s College of Business. Outside of financial advising, he has experience running ZacksDirect LLC, an entrepreneurial venture he has managed since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of more than $819 billion in discretionary assets.