Courtney Mckee is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Ocala, FL. She has been with Raymond James in various capacities since 2015. Outside of her primary role, she is a partner in Agility Wealth Management Casper and is involved as an associate in related financial support firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.

Huddie Cheney III is a CFP® professional with 18 years of industry experience. He has worked exclusively at Structured Portfolio Solutions, LLC since 2007. The firm is an independent advisory serving clients with tailored portfolio management and financial planning services.