Jose Luna is a financial advisor with Merrill in Sebring, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he works as a sales representative in automotive sales. 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 a range of individual and institutional clients.

Peggy Thorlton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her career includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, Truist Investment Services, and OSAIC Institutions. She is also involved with Guidepost Financial Wealth Management, LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a wide range of complementary financial services.

Kimberlie Oppold is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she co-owns a landscaping business and serves as a trustee for two family trusts, assisting with administrative and tax-related matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branch offices across the United States and manages over $1 trillion in assets.

Jeffrey Roth is a Series 66–registered financial advisor with Edward Jones in Avon Park, FL, where he has been practicing since 2015. He has 11 years of industry experience and also has worked at South Florida State College since 2012. 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 and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with an emphasis on tax-efficient services and fiduciary standards.

Paul Clough is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has operated The Tax Maestro, Inc., a tax and accounting service firm, since 2011 and is president of the Orchid Society of Highlands County, where he manages and organizes activities. Clough has also been involved with Capital Wealth Strategies, Inc., providing financial services since 2006. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Paul Mc Gehee is a Series 66 licensed financial advisor with Edward Jones in Lake Placid, FL, and has six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years at Glades Electric Cooperative Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Lewis Gravelle is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones for ten years before joining J.P. Morgan in 2026. Outside of her advisory role, she is involved with Gravelle Installations, LLC, a construction business in Avon Park, FL, where she performs administrative duties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kenneth Ziesenheim is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James since 2008. Outside of advisory work, he serves as an arbitrator for FINRA and is involved in writing a family-focused book through his ownership of GERFAM LLC. He also chairs the Investment Committee at Prescott College and owns KSZ Consulting Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Cody Higgins is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with 8 years of industry experience. He joined Edward Jones in 2017 after spending a year at Bank of America. Based in Lake Placid, FL, Higgins has focused his career within wealth management firms. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Hart Howard is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Placid, FL. She has 12 years of industry experience and has worked with Edward Jones since 2013. Outside of advising, she is involved in consulting and construction management through Heartland Property Doctors LLC and Bayhead Enterprises LLC. 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 and investment options, supported by a large national network of financial advisors and branch offices.

Ervin Bodiford is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2017 and previously worked at the Florida Department of Children and Families from 2014 to 2017. He holds a Series 66 designation. 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 and investment strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.