Michele Smith is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses. She has three years of industry experience with prior roles at Wells Fargo Clearing, Donahue Nonprofit Solutions, and several regional banks. Michele is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of over 1,200 advisors.

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 and holds Series 65 and Series 66 licenses. He has 27 years of industry experience, including over 10 years at Lincoln Investment and running Gabor Financial Solutions since 1999. Outside of his advisory work, he is president of The Gabor Agency, Inc., which provides insurance and retirement options for employees of state colleges and universities in Florida. Lincoln Investment Planning, LLC serves a diverse client base, including individual investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through various models, and employs a dedicated investment management and research team alongside third-party managers.

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 at Lincoln Investment with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, SUNTRUST BANK, Florida Senate, and Chick-fil-A. Matteo currently maintains roles at Lincoln Investment, Gabor Financial Solutions, and Capital Analysts. Lincoln Investment Planning, LLC serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

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.

Larry Sokolow is a ChFC® with 57 years of experience in the financial services industry. He is currently affiliated with Lincoln Investment and has previously worked at Signator Investors, Inc. and Safeco Investment Services, Inc. His career also includes over five decades at The Gabor Agency, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and third-party managers.

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.

Sabrina Hartley is a financial advisor at Lincoln Investment with 10 years of industry experience and holds a Series 66 designation. She has worked as a Capital Analyst since 2017 and provides insurance and retirement options to Florida college and university employees. Hartley serves as an elected board member of the Tallahassee League of Women Voters and is involved with several community organizations including Big Bend Hospice and Zonta Tallahassee. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, driven by an in-house Investment Management & Research team and operates both advisor-led and firm-managed investment strategies.

Blake Todd is a financial advisor with D.A. Davidson & Co. in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with D.A. Davidson since 2013 and previously worked at Two Oaks Investment Management, LLC. Outside of his advisory work, Todd is an author. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

John Lentz VII is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves as a trustee for a family trust and is a board member of Can Monkey. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports a range of account-level services such as lending solutions and donor-advised funds.

Danielle White is a financial advisor at Prime Capital Financial with a Series 65 credential and three years of industry experience. Her prior roles include positions at Health Data Solutions LLC, Twin Oaks at Southwood, and Plant Foods, Inc, among others. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using various investment strategies and also provides tax advisory services through an affiliated subsidiary.

Andrew Tychsen is a financial advisor with AE Wealth Management, LLC holding a Series 65 designation and based in Tallahassee, FL. He has one year of industry experience and has been with AE Wealth Management since 2025. Tychsen is also involved in insurance sales through Preservation Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

William Twum is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Truist Advisory Services, Wells Fargo Clearing, Wells Fargo Bank, and JPMorgan Chase. Outside of finance, he co-owns an African hair braiding salon in Tallahassee, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, 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 equity research tools.

George Pikounis is a CFP® with 13 years of industry experience, currently serving at Prime Capital Financial since 2023. His prior roles include positions at McCaskill Financial, Commonwealth Financial Network, Kestra Investment Services, and T. Rowe Price Advisory Services. He is also an insurance agent engaged in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, retirement plan sponsor services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration services.