Ryan Duke is a financial advisor with Merrill in Crystal River, FL, holding a Series 66 license and two years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He has also worked in the hospitality and retail sectors, including at Surf Hut and Polo Ralph Lauren. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Grecco is a financial advisor at Cetera with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Cuna Brokerage Services, Inc. and Suncoast Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Stephen Mcnutt is a financial advisor with Equitable Advisors, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years before joining Equitable Advisors in 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, utilizing both proprietary and third-party asset management solutions.

Kim Pruitt is a financial advisor with LPL Financial in Inverness, FL, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. Prior to joining LPL Financial in 2022, Kim worked at CUNA Brokerage Services and Cuna Mutual Group since 2003, as well as briefly at UBS Financial Services in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered by investment adviser representatives using a range of discretionary and non-discretionary strategies.

James Park is a financial advisor with Edward Jones in Lecanto, FL. He holds the Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked in various roles including at the Diocese of St. Petersburg, Citrus County School District, and the Kentucky Department of Corrections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Timothy De Bruyn is a financial advisor with Edward Jones in Inverness, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he operated DeBruyn Family Chiropractic, Inc. from 2017 to 2019 and worked at Physicians Group LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. 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.

Jarrett Krienes is a financial advisor with LPL Financial in Crystal River, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Merrill. He is also associated with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a variety of investment strategies and operational technologies.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. 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 under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Lisa Esteves Dixon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. She is based in Inverness, FL, and holds a Series 63 license. Outside of her advisory work, she is the owner of Intercept, Close Quarter Combat Inc., a tactical training company connected to law enforcement and security education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Scott Lee is a CFP® with 27 years of industry experience and has been with Edward Jones since 1998. He serves as a board member and on the finance committee for OCI, Inc., a nonprofit organization based in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Cynthia Spinning is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Primerica Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Mc Connaughey is a financial advisor at Edward Jones in Lecanto, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Pavion for four years and has experience in web development and small business ownership, including operating an Etsy shop and a party services company. He occasionally undertakes freelance web development projects. 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 large nationwide network of financial advisors and branch offices.

Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. 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, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Eiler is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.