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.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.

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.

Kristi Crisman is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 66 designations and 19 years of industry experience. She has worked at Wells Fargo since 2016, following prior roles at U.S. Bancorp Investments and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Brittney Mc Auley is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she was employed by Hernando County Schools and Methodist School Center. She is also listed as a manager of record for a family-owned construction business in Brooksville, FL. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ricky Barlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has collaborated with clients to identify their financial concerns, set goals, and implement comprehensive wealth management strategies. His role involves working closely with families, business owners, and philanthropic organizations to address complex financial needs. Ricky applies a disciplined approach to building relationships, leveraging the expertise of firm specialists and his team to provide clarity and direction across areas such as family wealth management, legacy planning, liquidity management, retirement income, and portfolio management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ricky earned an Associate's Degree from the College of Central Florida. Outside of his professional work, Ricky enjoys boating, fishing, football, golfing, and traveling. He appreciates the outdoor lifestyle afforded by living in Florida and has enjoyed these activities for over 25 years.

Kerrie Best is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has also operated a self-employed advisory practice since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Prescott is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Osaic since 2025. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Axa Advisors. He is a board member of several nonprofit organizations, including Fellowship of Christian Athletes, Hernando County Education Foundation, and Junior Achievement of West Central Florida. OSAIC serves a diverse client base including retail and institutional investors by providing brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies through a large multi-advisor platform.

Conrad Bailey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for over two decades before joining Cetera in 2024. Outside of advisory work, he is involved in several non-investment businesses, including mortgage loan origination and health insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures and custodial relationships.

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.

Ryan Thomas is a financial advisor at Fidelity Investments with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Wells Fargo and has experience in education and the food service industry, including running a small restaurant business. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary research and algorithmic methods.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.