Jennifer Williams is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Lincoln Investment since 2016 and also serves as an agent at The Gabor Agency, Inc., where she provides insurance and retirement options to employees of Florida's state colleges and universities. Lincoln Investment 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, portfolio management through model portfolios, and access to third-party managers, supported by an in-house investment research team and a layered delivery model involving independent advisors and third-party relationships.

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 with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Guardian Life and Park Avenue Securities since 2014. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

Michele Smith is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Donahue Nonprofit Solutions. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes technology-driven unified managed accounts and overlay services.

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.

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.

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 as a financial advisor at MAI Capital Management, LLC. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, MassMutual, and OSAIC Wealth Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies alongside trust and insurance administration services.

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 at Primerica Advisors with 21 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Roussel is involved in multiple business ventures related to investment services, including general agency roles and management of several LLCs. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm utilizes proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

Robert Stuyverson is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Stuyverson serves as a board member of Elder Care Services. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

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.

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.

Edmond Bradberry Jr. is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently associated with Guardian Life Insurance Company since 1997. He serves as a director of his local homeowners association. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs proprietary and third-party investment strategies across multiple program options, managing approximately $15 billion in regulatory assets under management.

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.