Anna Swartz is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Regions Bank for eight years. Swartz also served at Pasco Hernando State College for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Broc Valdez is a financial advisor with Edward Jones in Brooksville, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held roles at Technical Pump, Sams Club, Southern Hills Plantation Club, and M&C Fence. He serves as the finance chair for the Kiwanis Club in Brooksville and is a silent partner in a pressure washing business based in Leesburg, FL. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Joel Post is a financial advisor with Ameriprise in Brooksville, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015, including American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Kyle Benitez is a Financial Advisor at Merrill Lynch Wealth Management who works with families, professionals, and business owners to create personalized financial strategies aimed at growing, protecting, and transferring wealth. He focuses on building long-term relationships and serving as a trusted resource as clients navigate important financial decisions. His expertise covers a range of areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, special needs planning strategies, sports and entertainment, and retirement income. Kyle takes the time to understand what matters most to his clients, helping them develop strategies to pursue their financial goals. Kyle holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his High School Diploma from Gateway High School. Outside of work, Kyle enjoys cooking, drawing and sketching, music, pottery, spending time with his family, and watching movies.

Brittney Mc Auley is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she was employed by Hernando County Schools and Methodist School Center. She is also listed as a manager of record for a family-owned construction business in Brooksville, FL. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tonia Warncke is a financial advisor at Edward Jones in Spring Hill, FL, holding ChFC® and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, operating under a fiduciary standard.

Ricky Barlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has collaborated with clients to identify their financial concerns, set goals, and implement comprehensive wealth management strategies. His role involves working closely with families, business owners, and philanthropic organizations to address complex financial needs. Ricky applies a disciplined approach to building relationships, leveraging the expertise of firm specialists and his team to provide clarity and direction across areas such as family wealth management, legacy planning, liquidity management, retirement income, and portfolio management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ricky earned an Associate's Degree from the College of Central Florida. Outside of his professional work, Ricky enjoys boating, fishing, football, golfing, and traveling. He appreciates the outdoor lifestyle afforded by living in Florida and has enjoyed these activities for over 25 years.

Racheal Freeman is a Series 66 licensed financial advisor with Merrill, where she has worked since 2019. She has five years of industry experience, including prior roles at Bank of America and a subcontracting position assembling repair kits for an inflatables patch company. Freeman balances her advisory work with part-time manufacturing assembly outside of the investment field. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Rediger is a Series 66 licensed financial advisor with Edward Jones in Hudson, FL, where he has worked for 12 years. He has experience serving a broad client base within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Basil Allison is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James Financial since 2009 and has owned Basil G. Allison & Associates since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Massrock is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 credential and has worked previously at Sagepoint Financial, Inc. and Innovation Partners LLC. Outside of his advisory roles, he is an associate-manager of a family LLC used for tax purposes. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of investment tools and third-party solutions to construct customized portfolios across various asset classes.

Paul Nessler is a financial advisor with Merrill in Weeki Wachee, Florida. He holds a Series 66 designation and has 8 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2009. Merrill, along 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, pension plans, corporations, and charitable organizations.

Joseph Hofmeister is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Investacorp Inc, and Coastal Financial Services. Outside of advisory services, he is a licensed real estate agent and president of a real estate holding company. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified, risk-managed portfolios incorporating various asset classes and managed through both discretionary and non-discretionary accounts.

Christopher Gregson is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kerrie Best is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has also operated a self-employed advisory practice since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Prescott is a CFP® professional with 18 years of experience in financial advising. He is currently with OSAIC and has held prior roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Axa Advisors, LLC. Prescott serves on the boards of several nonprofit organizations, including the Fellowship of Christian Athletes and the Hernando County Education Foundation, and he is the founder and CEO of Rescott Financial LLC, where he oversees business development and portfolio construction. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options, utilizing firm-provided tools and third-party platforms to support portfolio management.

Conrad Bailey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for over two decades before joining Cetera in 2024. Outside of advisory work, he is involved in several non-investment businesses, including mortgage loan origination and health insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures and custodial relationships.

David Ghingher is a financial advisor with Ameriprise in Brooksville, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club of Brooksville and is Immediate Past President of its Charitable Trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Weston Jr. is the Resident Director and Wealth Management Advisor at Merrill Lynch. He has been part of Merrill Lynch Wealth Management since 2005 and has been working in the financial services industry since 1997. Joseph holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, a credential awarded by the Certified Financial Planning Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree from the University of Tampa. Joseph provides services including defined benefit plan management, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment financial services, tax minimization, and retirement income strategies. He works with families, business owners, and medical professionals to develop financial plans and strategies aimed at achieving their financial goals. Outside of his professional role, Joseph enjoys adventure sports, boating, golfing, ice hockey, reading, running, traveling, and spending time with his family.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.