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 Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Guardian Life since 2013 and Park Avenue Securities since 2019. Outside of his advisory practice, he serves on the board of Can Monkey, a nonprofit organization. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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, with access to proprietary and third-party platforms, alongside insurance products and alternative investments.

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 Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Guardian Life and its insurance company since the late 1990s. He serves as a director of a homeowners association in Crawfordville, FL. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments.

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.

Stephen Austin is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life from 2014 to 2017. Austin is based in Tallahassee, FL. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and offers technology-enhanced portfolio management and estate-planning solutions.

Matthew Pararo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and Raymond James & Associates. Outside of his advisory work, he serves as an administrative assistant to a financial representative and acts as a servicing agent on fixed annuities for family clients. 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, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships through proprietary and third-party platforms.

Akhtar Sattar is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Lincoln Investment since 2016 and also has a long tenure at The Gabor Agency, Inc. since 2001. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, portfolio management through various model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic and adaptive investment strategies.

Timothy Majors is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including time at Park Avenue Securities and Maureen O'Neal Insurance, Inc. Located in Tallahassee, FL, Majors has also worked in real estate and was temporarily unemployed due to cancer treatment. 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 tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Thomas Davis is a financial advisor at VALIC Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with VALIC Financial Advisors since 1998. Additionally, he is an agent for non-securities insurance products at Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kayla Kunde is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors for six years. Kunde’s background also includes roles at ITN Networks and the University of Florida. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management using model and customized strategies.

William Green is a CFP® with 26 years of industry experience, currently serving at Guardian Life. He has worked with Guardian Life and Park Avenue Securities during his career. Outside of his advisory role, Green is a published author and serves on the board of the TMH Foundation. 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 employs a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions that include access to proprietary and third-party investment programs.

Charles Hatch Jr. is a financial advisor with Independent Advisor Alliance, LLC and holds the CFP® and Series 66 credentials. He has 18 years of industry experience and has worked at firms including LPL Financial LLC, Independent Financial Partners, Barnes Capital Group, and AMB Wealth, LLC. Hatch also operates Barnes Benefit Consultants LLC, a business focused on employee benefit insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms to support asset aggregation, rebalancing, and digital estate-planning services.

Larry Barlow is a financial advisor with Bankers Life Advisory Services, Inc. based in Tallahassee, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he was involved in real estate through LWB Realty LLC and worked at Resolvley LLC. In addition to his advisory work, he serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents and provides educational services related to insurance and retirement. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Jordan West is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he has worked at LPL Financial LLC and taught at Tallahassee Dance Academy and Florida State University. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management alongside technology platforms for asset aggregation and estate planning.

Robert Vedder is a CFP® with 30 years of experience in the financial services industry. He has worked at Integrated Wealth Concepts LLC since 2021, following 25 years at Northwestern Mutual Investment Management and Northwestern Mutual Life. He is also an insurance agent involved in the sale of fixed insurance products. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm employs a long-term investment approach using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income, and offers discretionary management, financial planning, family office, and retirement advisory services.

Michael Leatzow is a financial advisor at Lincoln Investment with 25 years of industry experience and holds a Series 66 designation. He has worked at Lincoln Investment since 2016 and has been associated with The Gabor Agency, Inc. since 2001. Lincoln Investment Planning, LLC serves a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs third-party managers.