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 Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also serves as a servicing agent for fixed annuities at New York Life and Mass Mutual. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of discretionary and non-discretionary strategies.

Akhtar Sattar is a financial advisor at Lincoln Investment with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2016. Additionally, he is associated with The Gabor Agency, Inc., where he has worked since 2001. Lincoln Investment Planning, LLC serves a broad range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with 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 that develops strategic model portfolios and employs third-party managers.

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® professional with 25 years of experience, currently serving at Primerica Advisors in Tallahassee, FL. His prior experience includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is a published author and serves on the board of the TMH Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering a broad range of financial planning, retirement consulting, and investment advisory services to individual, high-net-worth, charitable, and corporate clients through multiple proprietary and third-party 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 with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Lincoln Investment since 2016 and has been associated with The Gabor Agency, Inc. since 2001. 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 financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

David Kirk is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and PRUCO Securities, LLC. He is also a licensed real estate sales associate involved in making referral connections. Lincoln Investment is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm combines advisor-led consulting with model portfolio management driven by an in-house Investment Management & Research team, employing both firm-managed and third-party strategies.

Jason Saginario is a CFP® professional with 27 years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at Truist Advisory Services and Charles Schwab. Outside of his advisory role, he serves as secretary of the Tallahassee Regional Estate Planning Council, is a board member of Elder Care Services of the Big Bend, and teaches as an adjunct professor at Florida State University, focusing on estate planning and government systems. Mariner Wealth Advisors serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides comprehensive tax, accounting, and family office services alongside traditional portfolio management.

James Balarezo is a Series 66-licensed financial advisor with LPL Financial, based in Tallahassee, FL. He has been with LPL Financial since 2022 and previously worked for BecJam Ventures for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Denis Nash Jr. is a financial advisor with Ameriprise in Tallahassee, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Beau Combs is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and previously held roles at NYLIFE Securities and New York Life Insurance Co. Outside of finance, he has experience in the food service industry, including positions with Zoes Kitchen and Professional Sports Catering. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steve Halsell is a financial advisor with LPL Enterprise in Tallahassee, FL, holding the Series 66 designation and 21 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley DW Inc. He is also a business owner of Halsell Laffitte LLC. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

Nicholas Brinson is a financial advisor with LPL Financial in Tallahassee, FL, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., The Davino Agency Inc., and U-Vest Holdings LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Matthew Harper is a financial advisor at Edward Jones with 2 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, he was associated with Capital City Bank, LPL Financial LLC, and J.W. Cole Advisors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Logan Hamrick is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as earlier positions outside finance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements utilizing firm-approved analytical tools and various specialized planning programs.