Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth, and Thrivent Financial. Outside of her advisory work, she serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Steven Studebaker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for IC Advisory Services Inc. and The Investment Center Inc. for 15 years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.