Jon Harper is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2011 and has served in multiple roles including Investment Consultant and Account Executive. Prior to joining Fidelity, Jon worked as a Financial Advisor with Commonwealth Financial Network and New York Life. Jon's professional experience spans over a decade in financial advisory roles, where he has focused on assisting clients in pursuing their financial goals. He emphasizes integrity and dedication in his work, aligning with Fidelity's trusted brand and investment options. Outside of his professional life, Jon enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits such as football, golf, and running.

Kim Pruitt is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63, 65, and 66 designations and has previously worked at Cuna Mutual Group, Cuna Brokerage Services, Inc., and UBS Financial Services. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 1987 until joining LPL Enterprise in 2024. Outside of his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

William Blankenship II is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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.

Timothy De Bruyn is a financial advisor with Edward Jones in Inverness, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he operated DeBruyn Family Chiropractic, Inc. from 2017 to 2019 and worked at Physicians Group LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Elizabeth Moore is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Marc Hallick is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he owns an aviation business that leases a Cirrus SR22 aircraft to a flight school for charters and rentals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by proprietary research and multiple portfolio management strategies.

Lisa Esteves Dixon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. She is based in Inverness, FL, and holds a Series 63 license. Outside of her advisory work, she is the owner of Intercept, Close Quarter Combat Inc., a tactical training company connected to law enforcement and security education. 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 plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Steven Van Voorhees Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. Outside his advisory role, he is a commissioned notary in Florida. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scott Lee is a CFP® with 27 years of industry experience and has been with Edward Jones since 1998. He serves as a board member and on the finance committee for OCI, Inc., a nonprofit organization based in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Lindy Brock is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at Sagepoint Financial, Inc. since 2016. In addition to her advisory role, she serves as Executive Vice President of Practice Management and Senior Wealth Advisor at Elliott Wealth Management, LLC, where she is involved in practice management, staff training, investment research, and financial planning. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm‑provided asset‑allocation tools and third‑party solutions to construct customized portfolios that include a variety of investment types.

Kayla Davis is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2015. She has nine years of industry experience and is based in The Villages, Florida. 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, institutional clients, and municipalities, offering tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.

Andrea Patrick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She joined Raymond James in 2019 after previous roles at Wells Fargo Clearing and Wachovia Bank. Outside of advising, she raises beef cattle for sale and assists with a family cabinet installation business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a range of portfolio management styles and supplements advice with proprietary research and model manager options.

Tamim Safazada is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial planning and investment strategies tailored to their unique financial needs. He collaborates with a team of financial consultants and professionals to ensure that clients receive guidance that fosters comfort and confidence in their financial decisions. He has been with Fidelity Investments since 2020, progressing through roles such as Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II before assuming his current position in 2023. Throughout his tenure, Tamim has worked closely with clients to support their financial planning objectives. Outside of his professional duties, Tamim has interests in cooking and baking, fitness, social events with friends, gardening, movies, and traveling.

Michael Ary is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Raymond James & Associates since 2013. 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, non-discretionary investment consulting, and institutional fiduciary services.

John Larsen is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in various roles within the financial services industry, including positions such as Private Client Financial Advisor and Private Client Banker at JP Morgan Chase from 2019 to 2021. Prior to these roles, he held several positions at Fidelity Investments, including Financial Representative, Client Relationship Manager, and Investment Solutions Representative between 2016 and 2019. John focuses on understanding his clients' financial objectives and partnering with them to develop customized financial plans. His approach centers on integrity and a desire to help clients reach their financial goals.

Robert Elstad is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked with Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Elstad is also an owner and instructor at 2A Mission Training, an outside business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Kevin Ganus is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ganus has ownership in a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a broad range of planning services tailored to clients who meet a net-worth threshold.