Anuradha Iyer is a financial advisor at Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. outside of her advisory work, she worked as a homemaker for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.

Kim Dixon is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2004, she has held both the Series 7 and Series 66 FINRA registrations. Her professional services encompass transactional and fee-based wealth management, risk management including life, disability, and long-term care insurance, and strategies for wealth accumulation and retirement distribution. Kim’s client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, and retirement income. Kim began her career in 1996 as Director of Trade Promotion for the United States Foreign Commercial Service, stationed in Hanoi, Vietnam, where she supported American business interests following normalization of diplomatic relations. She later served as Manager of Global Marketing and Business Development at Loral Space & Communications. Raised in Tallahassee, Florida, Kim earned a Bachelor of Arts degree from Mercer University in 1995 and completed graduate studies in Art History at Georgia State University. She is a Personal Investment Advisor (PIA) and participates actively in professional and community organizations, including serving as Chairman of the Economic Club of Florida in 2014, past President of the Tallahassee Regional Estate Planning Council, and Co-Chair of the United Way of the Big Bend campaign initiative. In her personal time, Kim enjoys painting, reading, running, and spending time with her family. She is committed to building strong client relationships to help individuals focus on their overall financial picture and make informed decisions. Her community involvement extends to organizations such as the Boys & Girls Club, Tallahassee Community College, and the Tallahassee Symphony Orchestra.

Anthony Moas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' unique goals and changing market conditions. Anthony offers access to the investment insights of Merrill Lynch and the banking and lending services of Bank of America. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income planning. Anthony holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Anthony earned a bachelor's degree from Florida State University. Outside of work, he enjoys spending time with his wife and two daughters, as well as engaging in activities such as golf, fishing, and family outings at the beach.

Michael Tartaglia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2006 at Merrill Edge Self Directed in Jacksonville, Florida, and relocated to Tallahassee in 2017 to be closer to family and better serve clients in the area. Michael works alongside his partner Kevin Wilson to provide clients with comprehensive financial planning services, including retirement, savings, banking, mortgage, estate planning, and wealth transfer. Michael's areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, socially responsible and ESG investing, and portfolio management services. He holds FINRA Series 7, 66, 24, and 9/10 registrations as well as a Florida Life/Health Insurance Agent license and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Florida State University’s College of Business. Outside of his professional responsibilities, Michael enjoys spending time with his wife Kristin and their three sons in Tallahassee, as well as engaging in activities such as tennis, soccer, fishing, and following Florida State athletics. He is also involved with Business Networking International.

William Ervin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has dedicated his entire career to the Tallahassee office, serving clients with wealth management strategies tailored to their individual needs. With over 35 years of industry experience, William advises clients on wealth accumulation, preservation, and transfer. His approach includes portfolio development, liability management, and asset preservation strategies, with a focus on securing a lifetime retirement income stream. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. William holds a Bachelor's Degree from Florida State University and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation.

Stephen Williams is the principal advisor at Stephen R Williams Investment Advisor LLC in Tallahassee, FL, holding Series 63 and 65 credentials with 40 years of industry experience. He has led his independent advisory firm since 1996 and also serves as CEO of Elberta Crate & Box Co, a manufacturing company he has been involved with since 1989. His firm operates independently, providing personalized investment advisory services.

Craig Townsend Jr. is an investment advisor representative at Red Hills Capital, LLC with 20 years of industry experience. He has been associated with Shearson Financial Services since 2011. In addition to his advisory role, he is a licensed mortgage broker and holds licenses for life and health insurance as well as variable annuities. Red Hills Capital, LLC is a small firm with two advisors based in Tallahassee, FL.

Richard Oleary is a financial advisor at Red Hills Capital, LLC in Tallahassee, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Shearson Financial Services, LLC since 2011 and has been with Red Hills Capital since 2001. Outside of advising, he is the managing partner of Botfly Investments, LLC, which invests in real estate. Red Hills Capital is a small firm with two advisors that focuses on portfolio selection and performance analysis, serving clients through a supported firm model.