John Curry is a ChFC®-designated financial advisor with Guardian Life in Tallahassee, FL, where he has worked since 1990, totaling 45 years of industry experience. He has developed proprietary client education tools such as The Secure Retirement Method and engages in speaking events and marketing best practices for financial professionals. He also authors and distributes informational products including books, CDs, and DVDs. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Robert Kinney is a financial advisor with Guardian Life based in Tallahassee, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2010. Outside of his advisory role, he is a partner in Bear Subs, LLC, a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers tailored financial planning and investment management through advisor-led discretionary strategies, model portfolios, and digital advisory solutions.

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 at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of her advisory role, she serves as power of attorney for her husband. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments through its connection with Guardian Life.

William Stropp is a financial advisor at First Command Advisory Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various roles since 2010. He is based in Tallahassee, Florida. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing centralized investment management and a preapproved selection of model portfolios and third-party managers.

Kevin Sokolow is a financial advisor with Lincoln Investment, holding Series 65 and Series 66 designations and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2016 and has also been affiliated with Gabor Financial Solutions since 1999. Outside of advising, he is president of The Gabor Agency, Inc., which provides insurance and retirement options to employees of state colleges and universities in Florida. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes strategic model portfolios developed by its in-house Investment Management & Research team, offering both advisor-led and firm-managed options while maintaining a history of working with educators and participants in 403(b) and 457(b) programs.

William Saunders is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding a Series 66 designation and two years of industry experience. He has worked at Centaurus Financial since 2023 and also maintains a non-investment-related business under the First Franklin Financial Services brand. 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 a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical methods and both discretionary and non-discretionary arrangements.

Shaynan Spiegel is a financial advisor with NewEdge Advisors holding a Series 65 designation and located in Tallahassee, FL. Spiegel's prior experience includes three years at Aura Aquatics and one year at Florida State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of portfolio management and consulting services through a network of independent advisers, employing multiple program structures and technology tools to meet client and advisor needs.

Samuel Matteo is a financial advisor with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Lincoln Investment since 2018 and previously held positions at Edward Jones, SUNTRUST BANK, the Florida Senate, and Chick-fil-A. Lincoln Investment Planning, LLC is a large advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Sherwood Brown Sr. is a CFP®-certified financial advisor with 15 years of industry experience, currently serving with Eagle Strategies (NY Life) in Tallahassee, FL. His career includes roles at NYLIFE Securities, New York Life Insurance Co., and prior positions at Florida A&M University Federal and First Commerce Credit Union. He is actively involved in community organizations, holding leadership roles such as Treasurer and Vice-President of Finance for the Tallahassee Area Chapter of 100 Black Men of America, Inc., and serving on boards including the Metropolitan Cathedral of Truth and the Tallahassee Rotary Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, operating predominantly on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Libert Warren III is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Centaurus Financial since 2015 and is also affiliated with First Franklin Financial Services. Outside of his advisory roles, he serves as an analyst for the Tallahassee Economic Index, where he collects and reports economic data. 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 a range of financial planning and portfolio management services, utilizing a mix of fundamental, technical, and top-down analysis through platforms such as CLASSIC Plus and FlexUMA.

Chelsea White is a financial advisor with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and one year of industry experience. She previously worked at Joseph House and has been associated with Gabor Financial Solutions since 2021. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various models, supported by an in-house Investment Management & Research team and third-party managers.

Jose Marques III is a CFP® professional with 13 years of industry experience, currently serving at MAI Capital Management, LLC. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, and Planmember Securities Corporation. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Charles Hopkins Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Truist and SunTrust organizations since 2012. Hopkins serves as a trustee for The Tallahassee Quarterback Club Foundation, which sponsors the collegiate Biletnikoff Award and provides scholarships to local high school students. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Christopher Roussel is a financial advisor with Guardian Life, holding a Series 63 designation and over 21 years of industry experience. He has been with Guardian Life since 2012. Roussel is involved in several business ventures related to investment management and financial services across multiple locations, including Tallahassee, Tampa, and Mobile. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms to tailor client relationships across various financial planning and consulting services.

Robert Stuyverson is a financial advisor with Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005 and previously at PRUCO Securities, LLC from 1986 to 2005. He serves as a board member at Elder Care Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, digital advisory solutions, and access to proprietary and third-party platforms.

Larry Sokolow is a ChFC® credentialed financial advisor with 57 years of industry experience. He is currently with Lincoln Investment in Tallahassee, FL, and has previously worked at Signator Investors, Inc., Safeco Investment Services, Inc., and The Gabor Agency, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Nathan Simmons 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. His prior roles include positions at American Funds and Capital Client Group, Inc. He has been with Valic Financial Advisors since 2026. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and financial planning services, utilizing a large network of advisors and centralized technology solutions with discretionary unified managed accounts through Envestnet’s platform.