Michael Leatzow is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 25 years of industry experience. He has worked with Incoln Investment since 2016 and has been with The Gabor Agency, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary in-house management and non-discretionary third-party solutions.

Frank Mercer is a financial advisor at Southeast Asset Advisors, LLC in Tallahassee, FL, holding the CFP® designation and Series 65 license with 29 years of industry experience. He has worked with Southeast Asset Advisors since 1991 and was also a partner at Lanigan & Associates, P.C. for several decades. In addition to his advisory role, Mr. Mercer is a partner in both firms, which share office space and provide distinct tax, accounting, and consulting services. Southeast Asset Advisors offers wealth management, portfolio management, and consulting services to high-net-worth individuals, family offices, endowments, foundations, and pension plans. The firm is noted for managing pooled investment vehicles and private funds, including its majority ownership of Conifer Advisors, and combines discretionary portfolio management with ERISA fiduciary services for plan sponsors.

David Kirk is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and PRUCO Securities. In addition to his advisory role, he maintains a licensed real estate sales associate status for referral purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary in-house investment management and non-discretionary advisor-managed portfolios, supported by proprietary fund screening and institutional relationships.

James De Sanctis is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Lincoln Investment, Merrill, Bank of America, Charles Schwab, and Empower Financial Services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Stephen Mitchell is a financial advisor at Centaurus Financial, Inc. in Tallahassee, FL, with 17 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2008, also working with First Franklin Financial Services since 2007. Outside of his advisory roles, he manages a local community research project that creates an economic index gauging business activity in Tallahassee. 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 both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as advisory management of annuity and variable life sub-accounts.

Travis Barnes Jr. is a CFP® professional with 35 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His background includes roles at LPL Financial, Barnes Capital Group, and Lucile C. Dodd Trust, among others. He serves as a board member for the Westminster Retirement Community. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical approaches and technology platforms.

Crowyns Thervil is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 65 credential and 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Dennig is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served on the board of the Holy Comforter School since 2019 and is involved in several community organizations, including the Leon High School Foundation and the Leon High Lacrosse Athletic Boosters, where he holds the position of board president. Recently, he joined the finance committee of the local Young Life chapter. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and supporting a broad range of investment options.

Madison Madill is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Bank of America. Outside of her advisory role, Madison sells used clothing on the online platform Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools alongside supervisory oversight to support client investment decisions.

Peter Tychsen is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Gibbs Wealth Management, Brookstone Wealth Advisors, and Preservation Financial Group. Tychsen also serves as an instructor and educator, conducting financial education workshops for organizations such as the Society of Financial Advisors and the National Retirement Foundation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and employs fundamental, technical, and cyclical investment approaches across various strategies.

Melvin Pope III is a Series 65-licensed advisor with 43 years of industry experience, currently serving at Integrity Alliance, LLC since 2025. He has held prior roles at Lion Street Financial, LLC, Lion Street Advisors, LLC, Kestra Financial Services, Inc., and Financial Partners of North Florida, where he is managing partner and insurance advisor. He also serves as a board member for the Florida Life and Health Insurance Guaranty Association. Integrity Alliance, LLC is an enterprise advisory firm with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides services to individual and institutional clients through a range of portfolio management strategies, financial planning, and access to third-party investment platforms.

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and has been self-employed since 2003. Outside of his advisory role, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of investment programs and model portfolios.

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.