Monique Kabitzke is a Series 65 licensed financial advisor with Valic Financial Advisors in Tallahassee, FL, bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Pruco Securities LLC. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes a technology-driven, model-based investment approach.

April Schoen is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of advisory work, she conducts speaking engagements on retirement planning topics such as Social Security and Medicare. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies, including discretionary and non-discretionary account management.

John Curry is a financial advisor with Primerica Advisors in Tallahassee, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including over 27 years with Primerica Advisors and a concurrent relationship with Guardian Life Insurance Co. since 1990. Outside of his advisory work, he develops and markets educational materials and proprietary planning processes, and he occasionally speaks at industry events. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and financial planning needs.

Robert Kinney is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance, where he has been associated since 2010. Outside of advising, he is a partner in Bear Subs, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Theresa Jackson is a certified financial planner (CFP®) with over 31 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, LPL Financial, and Nationwide Insurance Company. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Jennifer Williams is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has served at Lincoln Investment since 2016. In addition to her advisory role, she has been an agent at The Gabor Agency, Inc. since 1999, providing insurance and retirement options to employees of state colleges and universities in Florida. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm is known for its focus on educators, tailored portfolio management, and a combination of in-house research and third-party management solutions.

Renee Langlais is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. Prior to joining Mariner, she worked at Bank of America, N.A. and Merrill for a combined nine years. Mariner Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing a combination of in-house research and third-party managers to create customized portfolios.

Suzan Hunter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Guardian Life and Park Avenue Securities since 2014. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

Michele Smith is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses. She has three years of industry experience with prior roles at Wells Fargo Clearing, Donahue Nonprofit Solutions, and several regional banks. Michele is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of over 1,200 advisors.

William Stropp is a financial advisor at First Command Advisory Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various roles since 2010. He is based in Tallahassee, Florida. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing centralized investment management and a preapproved selection of model portfolios and third-party managers.

Kevin Sokolow is a financial advisor with Lincoln Investment and holds Series 65 and Series 66 licenses. He has 27 years of industry experience, including over 10 years at Lincoln Investment and running Gabor Financial Solutions since 1999. Outside of his advisory work, he is president of The Gabor Agency, Inc., which provides insurance and retirement options for employees of state colleges and universities in Florida. Lincoln Investment Planning, LLC serves a diverse client base, including individual investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through various models, and employs a dedicated investment management and research team alongside third-party managers.

William Saunders is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding a Series 66 designation and two years of industry experience. He has worked at Centaurus Financial since 2023 and also maintains a non-investment-related business under the First Franklin Financial Services brand. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical methods and both discretionary and non-discretionary arrangements.

Shaynan Spiegel is a financial advisor with NewEdge Advisors holding a Series 65 designation and located in Tallahassee, FL. Spiegel's prior experience includes three years at Aura Aquatics and one year at Florida State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of portfolio management and consulting services through a network of independent advisers, employing multiple program structures and technology tools to meet client and advisor needs.

Samuel Matteo is a financial advisor at Lincoln Investment with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, SUNTRUST BANK, Florida Senate, and Chick-fil-A. Matteo currently maintains roles at Lincoln Investment, Gabor Financial Solutions, and Capital Analysts. Lincoln Investment Planning, LLC serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Sherwood Brown Sr. is a CFP®-certified financial advisor with 15 years of industry experience, currently serving with Eagle Strategies (NY Life) in Tallahassee, FL. His career includes roles at NYLIFE Securities, New York Life Insurance Co., and prior positions at Florida A&M University Federal and First Commerce Credit Union. He is actively involved in community organizations, holding leadership roles such as Treasurer and Vice-President of Finance for the Tallahassee Area Chapter of 100 Black Men of America, Inc., and serving on boards including the Metropolitan Cathedral of Truth and the Tallahassee Rotary Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, operating predominantly on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Libert Warren III is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Centaurus Financial since 2015 and is also affiliated with First Franklin Financial Services. Outside of his advisory roles, he serves as an analyst for the Tallahassee Economic Index, where he collects and reports economic data. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of fundamental, technical, and top-down analysis through platforms such as CLASSIC Plus and FlexUMA.

Chelsea White is a financial advisor with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and one year of industry experience. She previously worked at Joseph House and has been associated with Gabor Financial Solutions since 2021. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various models, supported by an in-house Investment Management & Research team and third-party managers.

Jose Marques III is a CFP® professional with 13 years of industry experience, currently serving at MAI Capital Management, LLC. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, and Planmember Securities Corporation. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Charles Hopkins Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Truist and SunTrust organizations since 2012. Hopkins serves as a trustee for The Tallahassee Quarterback Club Foundation, which sponsors the collegiate Biletnikoff Award and provides scholarships to local high school students. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Christopher Roussel is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Roussel is involved in multiple business ventures related to investment services, including general agency roles and management of several LLCs. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm utilizes proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.