Matthew Davis is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Inverness, FL. He has eight years of experience with AE Wealth Management and has owned Davis Financial Group since 2012, where he is involved in the sale and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services such as model portfolio solutions, discretionary asset management, financial planning, and consulting, utilizing a platform-centered approach that combines internal and third-party managed models.

Shannon Vinsonhaler is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation. Vinsonhaler has prior experience in various roles, including positions at Superior Residences of Lecanto, Sunshine Gardens, and Crystal Automotive, as well as self-employment from 2019 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Tanner Booth is a financial advisor at Edward Jones in Homosassa, Florida, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gerald Gruber is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is an author of books based in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Barbara Stetzko is a CFP® professional with 30 years of experience in financial services. She is currently with OSAIC and has held previous roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Stetzko is also president of The Financial Sense People, LLC, which provides insurance and related financial services. OSAIC serves a broad range of clients including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage diversified portfolios.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Justin Brashear is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked at Healthtrust Workforce Solutions and Citrus Memorial Hospital. Brashear is also the owner of Brashear's Vital Care Corp, a pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and maintains a large national network of advisors and branch offices.

Jared Kirby is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, he worked at Regions Bank and Cetera from 2014 to 2019. He serves as a board member of the College of Central Florida Foundation Inc., participating in its Finance and Investment committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through tailored, generally non-discretionary relationships, supported by a broad array of portfolio management styles and affiliated research.

John Selby is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in real estate activities, including property flipping and ownership of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Joyce Carlucci is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. She is a passive owner of two limited liability companies associated with her family's business interests. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

William Martin is a CFP® professional with 44 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He also holds Series 63 registration and has worked concurrently with MassMutual Life Insurance Company over the same period. In addition to his advisory role, he is involved as an agent in life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser specializing in financial planning for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Phillip O'dell is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Crystal River, FL, bringing 34 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of PEVCO LLC, a company involved in managing an undeveloped real estate lot in Beverly Hills, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and supports its services with a nationwide network of financial advisors and branch offices.

Candy Murphy is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Murphy works with insurance companies offering fixed annuities to clients and is involved with Bayside Financial Strategies, focusing on fixed annuities, fixed indexed annuities, long-term care, and life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated financial advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and offering discretionary and non-discretionary account management.

Joseph Federico is a financial advisor with Edward Jones in Dunnellon, FL, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the United States Air Force Reserves since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christopher Cuccia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior work includes 11 years with Prudential Insurance Company of America and Pruco Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytics and offers specialized planning services such as divorce and estate-settlement planning.

Walter Szturma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a disciplined and creative approach to advising, developing personalized financial strategies designed to help clients pursue their long-term goals. Walter collaborates closely with individuals, families, businesses, and non-profits to provide investment management solutions focused on growing and preserving wealth. His client expertise includes college education planning, family wealth management, divorce transition planning, legacy and retirement planning, as well as specialized services for endowments, foundations, defined benefit and contribution plans, and sports and entertainment sectors. Walter began his career after working with the New York Stock Exchange and joined Merrill in 1978. Over more than four decades, he has integrated his entrepreneurial skills with a commitment to client-centered service, leveraging research and resources from Merrill Lynch Wealth Management. His educational background includes a master’s and bachelor’s degree from St. John’s University, where he was recognized by Beta Gamma Sigma and Omicron Delta Epsilon honor societies for scholastic achievement. Walter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), and he is a voting member of the American Economic Association. Walter’s career also reflects strong community involvement. He spent 21 years conducting business in the US Virgin Islands, where he was active in local non-profit boards and mentoring programs, supporting organizations such as the Caribbean Dance Company, Island Center for the Performing Arts, and the Women’s Coalition of St. Croix. A lifelong Rotarian, he continues to dedicate time to volunteer activities. His personal interests include baseball, football, ice hockey, music, photography, scuba diving, singing, softball, swimming, and tennis.

Robert Schlumberger is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2025 and is also involved with Aksala Wealth Advisors, LLC and Schlumberger-Jones CPA & CO. Outside of advisory roles, he serves as president of Schlumberger Accounting Services, Inc. and is treasurer and comptroller for the Meadow Crest Condo I Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and a variety of program platforms, with access to affiliated and third-party managers across multiple custodial relationships.

Ausra York is a financial advisor at Osaic with seven years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory role, she assists with bookkeeping and administrative duties at a family-owned fish farm and is a notary public. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Wendy Woods is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Alongside her financial career, she has been involved with Bikram Yoga Fort Collins since 2005. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies.

Jonathan Dunn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at Modern Woodmen of America and held roles at Walmart and McDonald's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.