Dale Grubb is a financial advisor at Raymond James & Associates with 42 years of industry experience. He previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of finance, he is the owner and CEO of Grubb Ranch, a cattle ranching and hay farming operation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles supported by affiliated research and model managers.

Edward Burnside is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Outside of his advisory role, he has signed a lease contract granting natural gas drilling rights on his land through JKLM Energy LLC. 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 strategies supported by a large national network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Thomas Lovett Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party advisory programs tailored to client risk profiles and objectives.

Cale Gilliam is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes service in the United States Marine Corps and roles in local government and the private sector. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Samuel Aguilar is a financial advisor with Raymond James Financial in Sebring, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James Financial Services, the YMCA, and EMTYLE Inc. Outside of his advisory duties, Aguilar is an owner of a small share in Sweetwater Wealth Management, LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses non-discretionary planning tailored to client goals and offers a variety of advisory programs alongside specialized services such as municipal finance and SIMPLE IRA Employer Advisory.

Thomas Lovett III is a financial advisor with Equitable Advisors in Sebring, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors, LLC, Tomahawk Medical LLC, and Young Van Assenderp, PA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing third-party advisory programs and emphasizing tailored investment models.

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.

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.

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.