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 CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She has held prior roles within Wells Fargo Advisors, LLC. Outside of her advisory work, she co-owns and manages rental properties in St. Petersburg, Florida, with her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of 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.

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® professional with 18 years of experience in financial advising. He is currently with OSAIC and has held prior roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Axa Advisors, LLC. Prescott serves on the boards of several nonprofit organizations, including the Fellowship of Christian Athletes and the Hernando County Education Foundation, and he is the founder and CEO of Rescott Financial LLC, where he oversees business development and portfolio construction. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options, utilizing firm-provided tools and third-party platforms to support portfolio management.

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.

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.