Deanna Price is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deroop Ramtahal is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Broc Valdez is a financial advisor with Edward Jones in Brooksville, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held roles at Technical Pump, Sams Club, Southern Hills Plantation Club, and M&C Fence. He serves as the finance chair for the Kiwanis Club in Brooksville and is a silent partner in a pressure washing business based in Leesburg, FL. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Scott Windsor is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Citizens First Bank, Infinex Investments, BBTIS, BB&T Bank, Wells Fargo Clearing, and Prudential Equity Group. He is also involved with Seacoast Wealth & Trust in The Villages, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and institutional platforms, utilizing both proprietary and third-party investment strategies.

Joel Post is a financial advisor with Ameriprise in Brooksville, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015, including American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Rachel Moates is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for ten years at Uline Shipping Supplies. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

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.

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.

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.

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.

David Ghingher is a financial advisor with Ameriprise in Brooksville, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club of Brooksville and is Immediate Past President of its Charitable Trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Weston Jr. is a financial advisor with Merrill in Brooksville, Florida, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. His prior firms include Morgan Stanley DW Inc. and Banc of America Investment Services, Inc. In addition to his advisory work, he owns Bonus Space, a limited liability company involved in self-storage commercial real estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.