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.

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.

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.

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 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.

Timothy Majors is a financial advisor with Primerica Advisors in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, as well as experience in real estate and insurance. He also serves as a durable power of attorney for his wife. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies, including discretionary and non-discretionary account management.

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.

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.

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.